Chartered Financial Planner - Client-First, Hybrid, Equity

Chartered Financial Planner - Client-First, Hybrid, Equity

Full-Time 110000 - 140000 £ / year (est.) No working from home possible
Ortus PSR Ltd.

At a Glance

  • Tasks: Deliver client-focused financial planning without pressured sales targets.
  • Company: Ortus PSR Ltd., a supportive and client-first financial advisory firm.
  • Benefits: Base salary up to £110k, potential bonuses, and flexible working arrangements.
  • Other info: Hybrid work model for a balanced lifestyle.
  • Why this job: Join a team that prioritises client care and professional growth.
  • Qualifications: Chartered qualification or nearing completion, with 4-5 years experience with high-net-worth clients.

The predicted salary is between 110000 - 140000 £ per year.

Ortus PSR Ltd. in Bradford-on-Avon seeks a Financial Adviser dedicated to delivering client-focused financial planning, not pressured sales targets. With a base salary of up to £110k and potential bonuses bringing the package to c.£140k, this role offers professional growth in a supportive environment.

The successful candidate will have a Chartered qualification or be close and possess 4–5 years of experience with high-net-worth clients. Flexibility in working arrangements makes this an attractive opportunity for those passionate about client care.

Chartered Financial Planner - Client-First, Hybrid, Equity employer: Ortus PSR Ltd.

Join a highly-regarded IFA in central London, where you will thrive in a fun and supportive work environment that prioritises your growth as a Financial Planner. With generous earnings potential, full ownership of your client book, and access to ongoing training, this is an exceptional opportunity to build your own business under a successful brand umbrella. Enjoy the flexibility of managing your own schedule while benefiting from a strong back office support system and a collaborative team culture that has seen no advisers leave since 2000.

Ortus PSR Ltd.

Contact Details:

Ortus PSR Ltd. Recruitment Team

We think you need these skills to ace Chartered Financial Planner - Client-First, Hybrid, Equity

Chartered Qualification
Client-Focused Financial Planning
Experience with High-Net-Worth Clients
Professional Growth
Sales Target Management
Flexibility in Working Arrangements
Client Care