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For Companies At a Glance
- Tasks: Manage existing clients and grow your own portfolio through networking and referrals.
- Company: Join a respected financial planning firm with over 25 years of success and a fresh leadership team.
- Benefits: Enjoy a competitive salary, remote work options, and comprehensive benefits including a pension and medical cover.
- Why this job: This role offers a chance to make a real impact while working in a supportive, ethical culture.
- Qualifications: You need a Diploma Level 4 and at least 5 years of experience in financial planning.
- Other info: Potential for equity/buy-in for the right candidate, plus full support from a dedicated team.
The predicted salary is between 48000 - 80000 £ per year.
We’re working with a well-respected and independently owned financial planning business with over 25 years of success. With a newly evolved leadership team and recent acquisitions completed, the firm is now looking for an experienced Financial Planner / IFA who can take on a warm client bank while also helping to drive forward new business activity. This is a unique opportunity for a commercially minded adviser who can deliver exceptional advice to both individuals and SME clients, while confidently building relationships with professional introducers.
The Role:
This is a dual-focus role: you’ll begin by inheriting a book of loyal clients, then take the lead on growing your own portfolio through referrals, networking, and warm leads generated by the business. Your responsibilities will include:
- Taking over and servicing an existing portfolio of private clients
- Generating and converting new business from qualified internal leads and professional introducers
- Delivering independent, whole-of-market advice across pensions, investments, protection, IHT and tax planning
- Presenting advice clearly to clients including HNW individuals, business owners, and company directors
- Representing the firm at networking events, client functions, and partnership meetings
- Collaborating with paraplanners and administrative staff to ensure high-quality outcomes and compliance
What You’ll Bring:
- Diploma Level 4 qualified (CAS status preferred)
- At least 5 years’ experience as a Financial Planner, Financial Adviser, or IFA
- A strong track record in both client retention and new business development
- Excellent relationship-building skills, particularly with professional connections such as solicitors and accountants
- Experience in holistic financial planning, including tax-efficient advice and SME support
- A proactive and entrepreneurial approach, with a desire to grow with the business
What’s on Offer:
- Salary between £60,000 – £100,000+ depending on experience and track record
- Inheritance of a warm client bank, plus 15–20 new qualified leads per month
- Remote working available post-probation, with diary autonomy
- Full support: paraplanners, administrative team, and AI tools to reduce admin burden
- Comprehensive benefits: company pension, group life cover, income protection, optional private medical
- Long-term career opportunity including equity/buy-in potential for the right person
- Collaborative, supportive culture focused on ethical, long-term client outcomes
Financial Advisor employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network actively within the financial services community. Attend industry events, seminars, and workshops to meet potential clients and professional introducers. Building relationships with solicitors and accountants can lead to valuable referrals.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and connect with other professionals in the field. Share insightful content related to financial planning to establish yourself as a knowledgeable advisor.
✨Tip Number 3
Consider joining local business groups or chambers of commerce. These organisations often provide networking opportunities that can help you meet potential clients and build your reputation in the community.
✨Tip Number 4
Stay updated on industry trends and regulatory changes. This knowledge will not only enhance your credibility but also enable you to provide informed advice to clients, making you a more attractive candidate for the role.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Planner or IFA, focusing on your track record in client retention and new business development. Use specific examples to demonstrate your relationship-building skills with professional connections.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Emphasise your proactive approach and entrepreneurial spirit, and explain how you can contribute to the firm's growth while servicing the existing client bank.
Highlight Relevant Qualifications: Clearly state your Diploma Level 4 qualification and any other relevant certifications. If you have CAS status, make sure to mention it prominently, as this is preferred for the role.
Showcase Your Networking Skills: In your application, provide examples of how you've successfully generated new business through networking and referrals. This will demonstrate your ability to grow your own portfolio and align with the company's expectations.
How to prepare for a job interview at Ortus Psr
✨Know Your Numbers
As a Financial Advisor, it's crucial to be well-versed in financial metrics and market trends. Brush up on your knowledge of current economic conditions, investment strategies, and tax regulations to demonstrate your expertise during the interview.
✨Showcase Relationship-Building Skills
Since this role involves working with clients and professional introducers, prepare examples that highlight your ability to build and maintain strong relationships. Discuss past experiences where you successfully nurtured client connections or collaborated with other professionals.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and decision-making process. Think about how you would handle various client situations, such as managing a difficult client or presenting complex financial advice clearly.
✨Demonstrate a Growth Mindset
The firm is looking for someone who can grow with the business. Be ready to discuss your proactive approach to business development and how you've successfully generated new leads in the past. Highlight any entrepreneurial initiatives you've taken to expand your client base.
