Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Deliver lifestyle financial planning and build strong client relationships.
- Company: Join a respected financial planning firm with a £40M client bank.
- Benefits: Enjoy flexible hybrid working, generous holidays, and a supportive back-office team.
- Why this job: Focus on meaningful client interactions without the stress of building a client base.
- Qualifications: Level 4 Diploma in Financial Planning and experience with HNW clients required.
- Other info: Earn up to £100,000 with bonuses and professional development support.
The predicted salary is between 60000 - 75000 £ per year.
Experienced Financial Adviser – Inherit & Grow a £40M Client Bank Are you an experienced Financial Adviser looking to focus on delivering exceptional client outcomes – without the pressure of building a client base from scratch in an employed role? An established and highly respected financial planning firm is offering a unique opportunity for a talented Financial Adviser to take over and develop an existing portfolio of High Net Worth clients with an approximate £40 million in Assets Under Management (AUM). Salary: £60,000 – £75,000 per annum + Bonus + Benefits (earning potential £100,000) Location: Client bank across Wiltshire, office is based in Swindon This is an ideal role for someone who thrives on meaningful client interaction and wants to be supported by a dedicated back-office team, enabling them to spend more time advising and less time on admin. What’s on Offer Inherit an existing client bank with £40M AUM Fully mapped annual reviews – focus your energy on advice, not admin Full back-office support: Dedicated administrator + professional paraplanning Quarterly bonus & business development incentives 25 days holiday + bank holidays + Christmas shutdown 5% employer pension contribution (with salary sacrifice option) Paid professional fees and CPD support Flexible hybrid working (office in Swindon with WFH options) Free on-site parking What You’ll Be Doing Deliver Lifestyle Financial Planning to an established HNW client base Build strong, long-term relationships through regular review meetings Use cashflow planning tools to help clients achieve their financial goals Identify opportunities for business growth via referrals or existing network Collaborate with admin and paraplanning teams to ensure high-quality service delivery About You Level 4 Diploma in Financial Planning (CAS status required) Experience advising clients, ideally HNW individuals Confident in holistic planning Skilled in using cashflow modelling software Professional, personable, and committed to long-term client care Experience mentoring or coaching junior colleagues This is a standout opportunity for a confident, client-focused adviser to build on their career with a warm £40M client base and full operational support. Apply now to take your advisory career to the next level. #J-18808-Ljbffr
Financial Adviser employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network with professionals in the financial services industry, especially those who have experience with High Net Worth clients. Attend industry events or join relevant online forums to connect with potential colleagues and mentors who can provide insights into the role.
✨Tip Number 2
Familiarise yourself with the specific cashflow planning tools mentioned in the job description. Being able to demonstrate your proficiency in these tools during interviews will show that you are prepared and capable of delivering exceptional client outcomes.
✨Tip Number 3
Prepare to discuss your previous experiences with HNW clients in detail. Highlight specific examples where you successfully built long-term relationships and delivered tailored financial advice, as this will resonate well with the hiring team.
✨Tip Number 4
Research the company’s values and culture to align your approach during interviews. Understanding their commitment to client care and operational support will help you articulate how you can contribute to their mission effectively.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser, particularly with High Net Worth clients. Emphasise your Level 4 Diploma in Financial Planning and any relevant achievements that demonstrate your ability to manage a substantial client bank.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to delivering exceptional client outcomes. Mention your experience with cashflow planning tools and how you can leverage your skills to enhance the existing client base.
Highlight Relevant Experience: In your application, focus on your previous roles where you have successfully built long-term relationships with clients. Provide specific examples of how you have contributed to business growth through referrals or networking.
Showcase Your Soft Skills: Since this role requires strong interpersonal skills, make sure to highlight your professional and personable approach. Discuss any experience you have in mentoring or coaching junior colleagues, as this aligns with the company's values.
How to prepare for a job interview at Ortus PSR Ltd.
✨Showcase Your Client Relationship Skills
As a Financial Adviser, your ability to build and maintain strong relationships with clients is crucial. Prepare examples of how you've successfully managed client interactions in the past, especially with High Net Worth individuals, to demonstrate your expertise.
✨Highlight Your Technical Knowledge
Make sure to discuss your Level 4 Diploma in Financial Planning and any relevant experience you have with cashflow planning tools. Being confident in your technical skills will reassure the interviewers of your capability to handle their existing client bank.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you would handle specific client situations. Think about scenarios where you've identified growth opportunities or resolved client issues, and be ready to share these experiences.
✨Emphasise Team Collaboration
Since the role involves working closely with back-office teams, highlight your experience in collaborating with administrators and paraplanners. Discuss how this teamwork has enhanced service delivery and client satisfaction in your previous roles.
