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Ortus PSR Industry News

Welcome to the Ortus PSR Industry News page, where you can read up on all the latest news and developments from within the recruitment industry. Here, we take a deep dive into sector wide trends, explore the impact these have on the Wealth Management / Financial Planning professions and the broader job market, and give updates on the latest happenings at Ortus PSR and offerings from our business partners.

Financial Transparency When Selling Your IFA Business

Financial Transparency When Selling Your IFA Business

Why is Financial Transparency Key to a Successful IFA Business Sale? When selling your IFA business, financial transparency plays a crucial role. Potential buyers will scrutinize your financial heal... read more...

Succession Planning
Is your Team ready for a sale?

Is your Team ready for a sale?

Staffing your IFA firm Let’s dive into another key factor that can significantly impact the value of your business: a stable team. When buyers look at purchasing an IFA business, they aren’t just a... read more...

Succession Planning
Maximise the sales value of your IFA

Maximise the sales value of your IFA

Building a Saleable Business: Key areas of Focus To ensure your practice is appealing to buyers, it's important to focus on the following areas: 1. Structured and Documented Processes Establishing ... read more...

Succession Planning
Thinking of Selling your IFA firm?

Thinking of Selling your IFA firm?

Insights on Preparing for a Successful Exit from Your IFA Practice In our recent conversations with advisers contemplating their exit strategies, we've observed a common theme—many advisers believe ... read more...

Succession Planning
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Check out our latest Jobs: 

IFA Administrator

Financial Planning Administrator

Up to £32,000

IFA Administrator – Join a Leading regional Wealth Management Firm and Elevate Your Career Are you a detail-oriented professional with a passion for financial s

Milton Keynes, South East England
Financial Advisor

Financial Adviser

Up to £70,000

Join a leading Directly authorised Independent Financial Adviser (IFA) firm renowned for delivering exceptional financial services to high-net-worth individuals

Newbury, South East England
IFA Administrator

Financial Planning Administrator

Up to £30,000

IFA Administrator - Join a Leading Wealth Management Firm and Elevate Your Career! Are you a detail-oriented professional with a passion for supporting financia

Stoke-On-Trent, West Midlands
Trainee Paraplanner

Trainee Paraplanner

Up to £35,000

Trainee Paraplanner (IFA Administrator) Are you an experienced IFA Administrator looking to take the next step? This is a fantastic opportunity to join a busine

Farnham, South East England
Financial Advisor

Financial Planner

Up to £250,000

Join an Elite Wealth Management Team as a Financial Planner – Unlock Unprecedented Earnings Potential! An exciting opportunity has arisen for an experienced Fin

Exeter, South West England
Financial Advisor

Financial Planner

Up to £250,000

Join an Elite Wealth Management Team as a Financial Planner – Unlock Unprecedented Earnings Potential! An exciting opportunity has arisen for an experienced Fin

Bristol, South West England
Financial Advisor

Financial Planner

Up to £250,000

Join an Elite Wealth Management Team as a Financial Planner – Unlock Unprecedented Earnings Potential! An exciting opportunity has arisen for an experienced Fin

City of London, London
Financial Advisor

Financial Planner

Up to £250,000

Join an Elite Wealth Management Team as a Financial Planner – Unlock Unprecedented Earnings Potential! An exciting opportunity has arisen for an experienced Fin

Birmingham, West Midlands
Financial Advisor

Financial Planner

Up to £250,000

Join an Elite Wealth Management Team as a Financial Planner – Unlock Unprecedented Earnings Potential! An exciting opportunity has arisen for an experienced Fin

Liverpool, North West England
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