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For Companies At a Glance
- Tasks: Deliver tailored financial advice and manage high-net-worth client portfolios.
- Company: Join a respected firm known for its client-first approach and commitment to excellence.
- Benefits: Enjoy competitive salary, professional development support, and access to modern tools.
- Why this job: Build meaningful relationships while advancing your career in a collaborative team environment.
- Qualifications: Five years of experience in financial services and QCF Level 4 qualification required.
- Other info: Opportunity to work towards Chartered status with ongoing CPD opportunities.
The predicted salary is between 28800 - 48000 £ per year.
Overview
Wiltshire | Client Bank Inheritance | Circa £60m AUM
An established, independent and directly authorised financial planning firm in Wiltshire is seeking an experienced Financial Adviser to join the business and inherit an existing client bank of approximately 120 families, representing circa £60 million in Assets Under Management.
Salary Up to £75,000 + Bonus & hybrid working (1 day a week in the office)
This is a rare chance to step into a ready-made, long-standing client portfolio within a highly respected local firm. The client bank has been carefully built and serviced over more than 20 years, with strong, multi-generational relationships and a loyal client base rooted in the Wiltshire area.
You will take over the ongoing advice and development of these relationships, with significant scope to grow organically through referrals and deeper planning work.
About the Firm
- Independent, directly authorised practice
- Over 20 years’ heritage serving families locally
- Fully holistic financial planning approach, covering pensions, investments, protection, estate planning and intergenerational wealth
- Strong emphasis on long-term relationships, not product sales
- Established full support team in place, including administration, paraplanning and compliance support—allowing advisers to focus on advice and clients
The Role
- Inherit and service an existing client bank of c.120 families
- Provide holistic, values-led financial planning
- Conduct regular reviews and proactive planning conversations
- Identify opportunities to enhance client outcomes and long-term planning
- Work closely with the support team to deliver a seamless client experience
About You
- Diploma qualified (or working towards Chartered)
- Experience delivering holistic financial planning
- Comfortable managing and nurturing an existing client bank
- Client-centric, relationship-driven, and professional
- Values independence, integrity and long-term planning
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Financial Planner employer: Ortus PSR Ltd.
Contact Detail:
Ortus PSR Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as financial planners. Attend industry events, webinars, or local meetups to connect with potential colleagues and mentors who can provide insights and possibly refer you to opportunities at our firm.
✨Tip Number 2
Familiarise yourself with the latest financial planning tools and software, such as Voyant and CURO. Demonstrating your proficiency with these tools during interviews can set you apart from other candidates and show that you're ready to hit the ground running.
✨Tip Number 3
Prepare to discuss your experience in building client relationships and how you've successfully retained clients in the past. Be ready to share specific examples of how you've tailored financial advice to meet individual client needs, as this aligns closely with our client-first approach.
✨Tip Number 4
Stay updated on current trends and changes in the financial services sector, particularly those affecting high-net-worth individuals. Being knowledgeable about market conditions and regulatory changes will demonstrate your commitment to providing informed and relevant advice to clients.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, particularly your client relationship skills. Emphasise any relevant qualifications, such as your QCF Level 4, and mention your ambition to achieve Chartered status.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for delivering quality financial advice. Discuss how your experience aligns with the firm's client-first approach and your commitment to professional development.
Highlight Relevant Experience: In your application, focus on specific examples of how you've built strong relationships with clients and provided tailored financial advice. Use metrics or outcomes where possible to demonstrate your impact.
Showcase Your Communication Skills: Since strong communication is key for this role, ensure your application reflects your ability to present complex information clearly. Consider including examples of how you've successfully communicated with clients in the past.
How to prepare for a job interview at Ortus PSR Ltd.
✨Showcase Your Experience
Make sure to highlight your five years of experience in financial services. Be prepared to discuss specific examples of how you've built and maintained client relationships, as this is crucial for the role.
✨Demonstrate Your Communication Skills
As a Financial Planner, you'll need to present complex information clearly. Practice explaining financial concepts in simple terms, and be ready to showcase your ability to build trust with clients during the interview.
✨Emphasise Your Commitment to Professional Development
Discuss your QCF Level 4 qualification and your ambition to achieve Chartered status. This shows that you're serious about your career and committed to continuous learning, which aligns with the firm's values.
✨Familiarise Yourself with Relevant Tools
If you have experience with financial planning tools like Voyant and CURO, mention it! If not, take some time to research these tools and understand their benefits, as being tech-savvy is an advantage for this position.
