At a Glance
- Tasks: Manage a portfolio of high-value clients and deliver expert financial planning.
- Company: Established accountancy and wealth planning group with a strong reputation.
- Benefits: Competitive salary up to £98,000, plus bonuses and structured career development.
- Other info: Enjoy a dynamic work environment with opportunities for mentorship and growth.
- Why this job: Join a supportive team and make a real impact on clients' financial futures.
- Qualifications: Diploma in Financial Planning and proven experience with high-value clients.
The predicted salary is between 98000 - 98000 £ per year.
Are you a Chartered or Diploma-qualified Financial Planner looking for a genuine career pathway, not just another advice role? We're recruiting on behalf of a well-established, multi-office accountancy and financial planning group with a strong reputation across the South West. It invests seriously in its people, with a structured career pathway, in-house technical support, and a client bank built on long-standing relationships rather than cold leads.
You'll take on a portfolio of around 55 clients across Salisbury with access to introductions from the wider firm, advising on investable assets of £200k–£1.5m with an average case size of around £500k.
Working pattern: In the office a minimum of 3 days a week initially while building introducer relationships.
The role:
- Manage a portfolio of 55 high-value clients, mostly warm introductions from the wider firm
- Deliver expert planning across tax, retirement, investment and estate planning
- Achieve individual revenue, new business and net AUA targets
- Build a pipeline through referral, networking and introducer relationships
- Act as trusted adviser and escalation point for complex client queries
- Work closely with Paraplanners and Client Executives on case management
- Mentor junior planners and support the team's wider strategy and growth
What you'll need:
- Diploma in Financial Planning (or equivalent) — essential
- Proven experience advising high-value clients in a regulated environment
- Strong knowledge of FCA regulations and compliance requirements
- A track record on complex tax, retirement and estate planning cases
- Strong business development instincts and introducer relationship experience
- Confident with financial planning software (e.g. CashCalc) and CRM (e.g. Intelliflo)
What's on offer:
- Up to £98,000 basic salary, depending on experience
- Discretionary bonus of up to 30% of salary, based on a balanced scorecard
- A ready-made portfolio, largely warm introductions from the firm's own network
- A structured career pathway with ongoing technical and skills training
Senior Financial Planner in Salisbury 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 Senior Financial Planner in Salisbury
✨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 Senior Financial Planner in Salisbury
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.
