Desk-Based Financial Adviser - Build Client Wealth

West of England Source: WhatJobs
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Ortus PSR Ltd. is seeking a desk-based Financial Adviser in the UK to provide regulated advice on investments, pensions, protection and tax planning by phone and Teams, supported by a central investment proposition.

You will review clients’ financial circumstances, prepare personalised plans, and build long‑term relationships in a collaborative team that values integrity and continuous development. The role offers a structured environment with ongoing professional development, CPD, and

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