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For Companies At a Glance
- Tasks: Provide holistic financial planning and build long-term client relationships.
- Company: Nationally recognised wealth management firm with a strong ethical culture.
- Benefits: Salary up to £80,000, 25 days holiday, and matched pension contributions.
- Why this job: Inherit an active client bank and focus on meaningful financial advice.
- Qualifications: Level 4 qualified Financial Planner with strong interpersonal skills.
- Other info: Enjoy hybrid working and access to market-leading tools for success.
The predicted salary is between 48000 - 64000 £ per year.
This is a rare opportunity for a qualified Financial Planner to step into a warm, established client bank at a nationally recognised wealth management firm. With a strong infrastructure and high-integrity culture, the business offers the freedom to focus on what matters—delivering outstanding financial advice and building long-term relationships. You’ll take over an existing portfolio of loyal clients, with the support of dedicated paraplanners and client service professionals to ensure you can focus on planning, not paperwork. No cold prospecting required—just the chance to deepen relationships, deliver meaningful outcomes, and grow your income in a supportive, values-led environment.
Why This Opportunity Stands Out
- Immediate handover of an active, revenue-generating client bank
- Salary up to £80,000 plus discretionary bonus
- Full paraplanning and admin support provided
- Hybrid working arrangement with autonomy and trust
- Culture rooted in collaboration, ethical advice and long-term thinking
- Access to market-leading tools including cashflow planning software
- Clear development path and ongoing lead generation
Key Responsibilities
- Provide holistic financial planning to a portfolio of individual clients
- Conduct regular client reviews, ensuring plans remain aligned with life goals
- Use cashflow modelling to demonstrate advice impact and future scenarios
- Work collaboratively with internal teams to deliver high-quality outcomes
- Strengthen client loyalty through regular contact and trusted guidance
- Maintain accurate, compliant client records in line with FCA expectations
What We’re Looking For
- Level 4 qualified Financial Planner or equivalent (Chartered or working towards ideal)
- Track record of success within an IFA, private client or wealth management setting
- Strong technical knowledge across pensions, investments, tax and protection
- Excellent interpersonal skills with a relationship-first mindset
- A self-starter who thrives in a structured yet autonomous environment
Benefits
- 25 days holiday (rising to 30 with service)
- Matched pension contributions up to 7.5%
- Life assurance (4x salary) and income protection
- Access to internal financial advisers for personal planning support
- Season ticket loans, eye care and wellbeing benefits
- Employee discounts across retail, travel and lifestyle services
If you’re an experienced Financial Planner ready to inherit a client bank and thrive in a high-support, low-ego environment, we’d love to hear from you. Apply in confidence today.
Financial Advisor employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at a firm you're interested in.
✨Tip Number 2
Prepare for those interviews! Research the company culture and values, especially since this role emphasises collaboration and ethical advice. Be ready to share how your experience aligns with their mission and how you can contribute to their success.
✨Tip Number 3
Showcase your relationship-building skills! In your conversations, highlight examples of how you've strengthened client loyalty in the past. This is key for a Financial Advisor role, so make sure to bring it up!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Advisor role. Highlight your qualifications, especially if you're Level 4 qualified or working towards it, and showcase your success in wealth management.
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 deepen client relationships. Keep it personal and engaging—show us your personality!
Showcase Your Interpersonal Skills: Since this role is all about building long-term relationships, make sure to highlight your excellent interpersonal skills. Share examples of how you've successfully engaged with clients in the past and strengthened their loyalty.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get to know you better. Don’t miss out on this fantastic opportunity!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Numbers
As a Financial Advisor, it's crucial to be well-versed in your technical knowledge. Brush up on pensions, investments, tax, and protection before the interview. Be ready to discuss how you've applied this knowledge in past roles, as it shows you can deliver the high-quality outcomes they’re looking for.
✨Showcase Your Relationship Skills
This role emphasises a relationship-first mindset, so prepare examples of how you've built and maintained client relationships. Think about specific instances where your interpersonal skills made a difference, and be ready to share these stories during the interview.
✨Demonstrate Your Planning Approach
Familiarise yourself with cashflow modelling and be prepared to discuss how you use it to demonstrate advice impact. You might even want to bring a case study or example of how you've successfully planned for a client’s future, showcasing your holistic financial planning abilities.
✨Align with Their Values
Research the company’s culture rooted in collaboration and ethical advice. During the interview, express how your values align with theirs. Share your thoughts on long-term thinking in financial planning and how you prioritise client loyalty, which will resonate well with their ethos.
