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For Companies At a Glance
- Tasks: Build and manage a portfolio of high-net-worth clients while providing holistic financial planning advice.
- Company: Boutique Wealth Management firm in Kent, focused on growth and personal development.
- Benefits: Flexible salary, competitive bonuses, uncapped earning potential, and full support from paraplanning teams.
- Other info: Collaborative culture with ongoing training and a focus on client relationships.
- Why this job: Join a growing firm with the chance to shape your long-term career in a supportive environment.
- Qualifications: Level 4 Diploma qualified with experience as a Financial Advisor or Wealth Manager.
The predicted salary is between 80000 - 120000 ÂŁ per year.
Company Overview
We are working with a growing, boutique Wealth Management firm based in Kent that is entering an exciting phase of expansion following a recent acquisition and full ownership restructure. The business has spent the past two years investing in its people, infrastructure, and proposition, and is now in a strong position to scale. With increasing demand, a growing client base, and a refreshed growth strategy, they are now looking to appoint an experienced Financial Planner to support the next stage of development. This is a newly created role, not a replacement hire.
The Opportunity
This is an excellent opportunity for an experienced Financial Planner / IFA / Wealth Manager who is motivated by new business and looking to build something long-term within a supportive, high-quality environment. The firm offers a strong combination of warm leads, existing client opportunities, and the flexibility for individuals to bring their own clients or introducer relationships if they wish. A key differentiator is the level of support available. The business has a dedicated, highly experienced Sales Manager whose sole focus is coaching, mentoring, and developing advisors, alongside a collaborative team culture and strong internal infrastructure. Client allocation is structured and phased, ensuring quality of advice and long-term relationship building rather than a high-volume approach.
Responsibilities
- Build and develop a portfolio of HNW and mass affluent clients
- Generate new business through a combination of firm‑provided leads, introducer relationships, and self‑generated activity
- Provide holistic financial planning advice across investments, pensions, protection, and mortgages where appropriate
- Manage client relationships through high‑quality, consultative meetings (typically 1–2 per day)
- Develop relationships with professionals, business owners, and London‑based commuters
- Work closely with paraplanning and administrative teams to deliver strong client outcomes
- Engage with ongoing training, coaching, and performance development initiatives
Requirements
Essential
- Level 4 Diploma qualified (or equivalent)
- Experience as a Financial Advisor / IFA / Wealth Manager
- Proven ability to generate new business
- Strong interpersonal and client relationship skills
- Commercial mindset with a focus on growth and earnings
Desirable
- Existing client bank or introducer network
- Experience working with HNW clients and business owners
- Ambition to build a long‑term career within a growing firm
Personal Attributes
- Motivated, proactive, and growth‑oriented
- Open to coaching and continuous improvement
- Professional and client‑focused approach
- Looking for a long‑term opportunity rather than a short‑term move
Salary & Benefits
- Employed role with a flexible basic salary (tailored to the individual)
- Highly competitive bonus and commission structure
- Increased earning potential for those opting for lower basic salaries
- Year 1 OTE expected to exceed ÂŁ100,000
- Uncapped earning potential beyond year one
- Full paraplanning and administrative support
- Combination of in‑house and outsourced paraplanning
- Ongoing training, coaching, and development
- Structured onboarding with gradual client introduction
Working Model
- Location: Kent / South East London
- Working pattern: Primarily office‑based
- Flexibility: Client‑led flexibility once established in the role
- Environment: Collaborative, professional, and growth‑focused
Why Apply?
This role offers the chance to join a firm that is actively growing, rather than replacing leavers or maintaining the status quo. You will be supported by an experienced leadership team, benefit from a steady flow of opportunities, and have the autonomy to build your own client base in a structured and sustainable way. It’s particularly well suited to advisors looking to move away from large, national firms into a more personal, boutique environment where they can genuinely shape their long‑term career.
Financial Planner in Chatham employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Chatham
✨Tip Number 1
Network like a pro! Get out there and connect with other financial professionals, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Show off your personality! When you get the chance to meet potential employers, be yourself and let your passion for financial planning shine through. They want to see how you can fit into their team and culture.
✨Tip Number 3
Prepare for those interviews! Research the company inside out, understand their values, and think about how your experience aligns with their goals. This will help you stand out as a candidate who truly gets what they’re about.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly shows your enthusiasm for joining our growing team. Let’s make it happen together!
We think you need these skills to ace Financial Planner in Chatham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Planner role. Highlight your experience in generating new business and managing client relationships, as these are key for us.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial planning and how you can contribute to our growth. Be genuine and let your personality come through.
Showcase Your Qualifications: Don’t forget to mention your Level 4 Diploma or equivalent qualifications. We want to see that you have the necessary credentials to provide holistic financial advice, so make them stand out!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our growing firm.
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your understanding of financial metrics and client portfolios. Brush up on key financial concepts and be ready to discuss how you've successfully managed client relationships and generated new business in the past.
✨Showcase Your Client-Centric Approach
This role emphasises high-quality, consultative meetings. Prepare examples of how you've built long-term relationships with clients, focusing on your interpersonal skills and how you tailor advice to meet their unique needs.
✨Highlight Your Growth Mindset
The firm is looking for someone motivated by growth. Be prepared to discuss your ambitions and how you plan to contribute to the firm's expansion. Share any experiences where you've successfully driven new business or developed innovative strategies.
✨Engage with Their Culture
Research the company’s collaborative environment and their focus on coaching and development. During the interview, express your enthusiasm for working in a supportive team and how you value continuous improvement in your professional journey.