At a Glance
- Tasks: Manage and grow a £50m client portfolio while providing tailored financial advice.
- Company: High-growth wealth management firm with a collaborative culture and private equity backing.
- Benefits: Competitive salary, bonus potential, hybrid work, and comprehensive support.
- Other info: Exceptional career growth opportunities with a focus on client satisfaction.
- Why this job: Inherit a valuable client book and make a real impact in clients' financial futures.
- Qualifications: Experience as a Financial Adviser and Level 4 Diploma qualified.
The predicted salary is between 49500 - 60500 £ per year.
A high-growth and well-capitalised wealth management firm is seeking a professional, client-centric Financial Adviser to join its Arundel-based team. The firm is known for combining whole-of-market advice with modern infrastructure, robust compliance, and a strong culture of collaboration. With private equity backing and a clear growth strategy, it offers advisers an exceptional platform for long-term career development.
Work Type: Hybrid (1 day per week office/client meetings)
Salary up to £85,000, realistic bonus potential earnings £110,000. This is a rare opportunity to inherit a well-maintained client book with c.£50 million AUM, centred around West Sussex and the surrounding area. The client portfolio is being transitioned from a long-standing Adviser who is retiring and will be actively involved in the handover, ensuring a smooth and relationship-led transition. The role combines the security of an existing income stream with the autonomy to grow through referrals, professional introducers, and business development support.
Responsibilities
- Take over an established portfolio of high-value clients (circa £50m AUM)
- Conduct in-depth financial reviews, offering tailored advice across pensions, investments, tax planning, protection, and estate planning
- Maintain high client retention through proactive servicing and relationship management
- Leverage support from a regional team of paraplanners and administrators to streamline report writing and compliance
- Identify opportunities to grow AUM through referrals and network building
- Collaborate with peers across the business to share best practice and enhance client outcomes
Requirements
- Experience as a Financial Adviser/Planner
- Level 4 Diploma qualified (with Chartered status preferred or in progress)
- Proven ability to manage and grow a portfolio of HNW clients
- Strong knowledge of financial planning strategies, and retirement income solutions
- Exceptional communication and interpersonal skills
Benefits:
- Company pension scheme
- Private medical insurance
- Income protection
- Full paraplanning and administrative support
- Annual CPD budget
- Long-Term Incentive Plan (LTIP) – potential for future equity/partnership
- Flexible, hybrid working structure
Success Metrics
- Seamless client transition and retention during the handover period
- Maintenance and growth of the £50m AUM client base
- High levels of client satisfaction and engagement
- New business generation through referrals and networking
Financial Planner in Reading employer: Ortus PSR Ltd.
Join a prestigious, independently owned financial planning firm in Enderby, Leicestershire, where your role as a Paraplanner is valued and integral to the advice process. With a strong emphasis on professional development, a collaborative work culture, and a competitive salary package including bonuses and benefits, this firm offers an exceptional environment for growth and meaningful contributions to high-net-worth clients. Experience the satisfaction of working in a team that prioritises excellence and client retention, all while enjoying the flexibility of a hybrid working pattern.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Reading
✨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 Financial Planner in Reading
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.
