At a Glance
- Tasks: Manage and develop relationships with high-net-worth clients while delivering holistic financial planning advice.
- Company: Rapidly growing wealth management firm with a strong reputation.
- Benefits: Structured handover, hybrid working model, and dedicated support teams.
- Other info: Collaborative environment with excellent career progression and potential equity opportunities.
- Why this job: Inherit a substantial client portfolio and enjoy long-term growth opportunities.
- Qualifications: Experience with affluent clients and strong financial planning knowledge required.
The predicted salary is between 60000 - 80000 £ per year.
Ortus PSR are working in partnership with a leading national wealth management business to appoint an experienced Senior Financial Planner into their London office. This opportunity has arisen due to the planned retirement of a long-standing Senior Planner and offers the successful individual the rare opportunity to inherit and develop a substantial portfolio of high‐net‐worth clients within a highly respected and fast‐growing wealth management firm.
The role is focused on the long‐term stewardship of existing client relationships, ensuring continuity of advice and service through a structured transition period before supporting the continued growth and development of the client bank over time. This is an outstanding opportunity for an adviser who enjoys working with sophisticated clients, values relationship‐led advice and wants to operate within a highly professional, well‐supported and growth‐oriented environment.
The Opportunity
The successful candidate will inherit responsibility for an established portfolio of approximately 100 family groups, with individual client assets typically ranging from c.£500,000 to £20m and total assets under management of approximately £140m. To support a successful transition and maximise client retention, the role includes a structured handover period working closely alongside the retiring adviser. The focus during this period will be on client introductions, relationship development and ensuring continuity across key relationships.
The business provides a highly collaborative environment with dedicated investment management, paraplanning, compliance and operational support functions, allowing advisers to focus on delivering high‐quality client outcomes and developing long‐term relationships.
Why Join?
- Established HNW client bank provided from day one
- Structured handover with retiring Senior Adviser
- Hybrid working model with London office presence
- Dedicated investment management, paraplanning, compliance and operational support
- Strong internal infrastructure and adviser support model
- Access to discretionary investment management and centralised investment solutions
- Clear long‐term progression opportunities within a growing national business
- Strong business growth strategy supported by acquisitions and organic expansion
- Potential future long‐term incentive/equity opportunities
The Role
Responsibilities will include:
- Managing and developing long‐standing relationships with high‐net‐worth clients and families
- Leading a structured client transition process alongside the retiring adviser
- Delivering holistic financial planning advice across retirement, investment, tax and estate planning
- Conducting ongoing review meetings and maintaining suitability across client portfolios
- Retaining and growing existing assets under management
- Identifying opportunities for additional planning and relationship growth within the existing client bank
- Supporting wider business development activity through referrals, professional connections and networking
- Working collaboratively with investment, paraplanning and operational teams to deliver an exceptional client experience
- Confidently discussing investment strategy, portfolio positioning and broader market themes with sophisticated investors
Candidate Profile
The business is looking to speak with experienced Financial Planners who can demonstrate:
- A strong background advising affluent and high‐net‐worth clients
- Proven experience managing and retaining established client relationships
- Strong holistic financial planning and investment knowledge
- Excellent communication and relationship management skills
- Commercial awareness alongside a highly client‐centric approach
- Confidence working with sophisticated and financially aware individuals
- Appropriate professional qualifications for a senior advisory role
- A long‐term mindset and genuine passion for building enduring client relationships
The Business
Our client is a highly regarded and rapidly growing wealth management firm providing comprehensive financial planning and investment management services to affluent and high‐net‐worth clients across the UK. The business combines high‐quality advice with strong central infrastructure, giving advisers access to dedicated investment management, paraplanning, compliance and operational support. This allows advisers to focus on delivering exceptional client outcomes, strengthening relationships and supporting long‐term business growth. For advisers seeking a stable, high‐quality environment with excellent clients, strong support and meaningful long‐term opportunity, this represents one of the strongest opportunities currently available within the wealth management market.
Senior Financial Planner in London employer: Ortus PSR Ltd.
Join a leading national wealth management firm in London that offers an exceptional environment for Senior Financial Planners. With a structured handover of a substantial high-net-worth client portfolio, dedicated support teams, and a strong focus on long-term growth, this company fosters a collaborative culture where advisers can thrive. Enjoy hybrid working, clear progression opportunities, and the potential for future equity incentives while delivering high-quality, relationship-led financial advice.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planner in London
✨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 Ltd.. 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 London
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 Ltd..
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 Ltd.'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 Ltd.
✨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 Ltd..
✨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 Ltd. 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 Ltd. 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.
