At a Glance
- Tasks: Build and nurture relationships with High Net Worth clients while delivering top-notch financial planning.
- Company: Independent Chartered Wealth Management firm with a strong reputation.
- Benefits: Competitive salary, lucrative bonuses, hybrid working, and exceptional support.
- Other info: Opportunity for equity and strategic influence in a collaborative environment.
- Why this job: Step into a senior role with established clients and make a real impact.
- Qualifications: Chartered or close to Chartered with proven HNW advisory experience.
The predicted salary is between 80000 - 110000 £ per year.
Are you an experienced Financial Planner looking to step into a truly relationship-led, senior advisory role? We are working with a highly regarded, independent Chartered Wealth Management firm that is seeking an accomplished Adviser to take over an established portfolio of High Net Worth and Ultra-High Net Worth clients across London and the Home Counties.
As part of a long-term succession plan, the firm’s Director is stepping back from day-to-day client responsibilities and is looking for a trusted, experienced Adviser to assume responsibility for longstanding relationships while continuing to grow the client base. With the existing advisory team at full capacity, this represents a rare opportunity to inherit a well-managed, high-quality book and make an immediate impact. Typical clients are business owners and entrepreneurs with £2.5m+ AUM and complex planning needs, who value long-term, holistic advice delivered through a whole-of-market proposition.
The Opportunity
- Based from the firm’s Marlow office, you’ll work in a collaborative yet autonomous environment, with a hybrid structure of three days in the office and two from home.
- You’ll be fully supported by dedicated Paraplanning and Administration, allowing you to focus on what you do best: building deep client relationships and delivering high-quality financial planning.
- There is also the opportunity to contribute at a strategic level, including participation on the investment committee and mentoring junior advisers.
- This role will suit someone who values independence, professional trust, and the ability to build and nurture key relationships without a sales-driven culture.
What’s on Offer
- Lucrative bonus structure rewarding both client service and business growth
- Established HNW/UHNW client book with scope to further develop
- Whole-of-market, holistic advice proposition
- Exceptional support: 1:1 Paraplanning and Admin
- Equity potential as part of the firm’s long-term succession and growth strategy
- Senior leadership exposure with influence over the firm’s future direction
Who We’re Looking For
- Chartered (or close to Chartered and committed to completion)
- Proven experience advising HNW clients
- Strong technical capability across estate planning, business planning, tax advice, VCT and EIS
- A confident, credible relationship-builder with London and Home Counties clients
- Someone who values independence, professionalism, and long-term client relationships
- A team player who enjoys mentoring and contributing strategically
Financial Planner in Maidenhead employer: Ortus PSR Careers
Join a forward-thinking wealth management firm in Launceston, Cornwall, where you can thrive as an Independent Financial Adviser. With a strong emphasis on client-centric service and a supportive work culture, you'll benefit from comprehensive in-house resources, marketing support, and opportunities for professional growth. Enjoy the flexibility of a home-based role while having access to office facilities, allowing you to focus on building meaningful client relationships and achieving financial independence for your clients.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Maidenhead
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ortus PSR Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planner in Maidenhead
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ortus PSR Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ortus PSR Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ortus PSR Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ortus PSR Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ortus PSR Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ortus PSR Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
