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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: A growing boutique Wealth Management firm in Kent with a supportive culture.
- Benefits: Strong leads, coaching support, and opportunities for personal growth.
- Other info: Long-term career growth in a collaborative environment.
- Why this job: Join a dynamic team and make a real impact in clients' financial futures.
- Qualifications: Level 4 Diploma qualified with experience as a Financial Advisor or Wealth Manager.
The predicted salary is between 50000 - 60000 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
- 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
Financial Planner in Medway 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 Medway
✨Tip Number 1
Network like a pro! Attend industry events, join relevant online forums, and connect with professionals on LinkedIn. The more people you know, the better your chances of landing that Financial Planner role.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on financial planning through blogs or social media. This not only demonstrates your knowledge but also attracts potential clients and employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial planning. We recommend role-playing with a friend or mentor to boost your confidence and refine your responses.
✨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 are proactive about their job search!
We think you need these skills to ace Financial Planner in Medway
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 Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've successfully built client portfolios or generated new business to demonstrate your impact.
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 with 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 products and market trends. Brush up on key metrics and recent developments in wealth management. Be ready to discuss how you’ve successfully generated new business in the past.
✨Showcase Your Client Relationships
Prepare examples of how you've built and maintained strong client relationships. Highlight any experience with HNW clients or introducer networks. This will show that you can thrive in a supportive environment and contribute to the firm's growth.
✨Emphasise Your Collaborative Spirit
This firm values teamwork and collaboration. Be prepared to discuss how you’ve worked with paraplanning and administrative teams in the past. Share specific instances where your collaborative approach led to successful client outcomes.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm’s growth strategy, support systems, and team culture. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.