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 and excellent support.
- Benefits: Hybrid working model, structured handover, and long-term growth opportunities.
- Other info: Access to dedicated support teams and potential equity opportunities.
- Why this job: Inherit a substantial client portfolio and make a real impact in a supportive environment.
- 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 employer: Ortus PSR Ltd.
Join a leading national wealth management firm in London, where you will inherit a substantial portfolio of high-net-worth clients and benefit from a structured handover with dedicated support. Our collaborative work culture prioritises long-term client relationships and offers clear progression opportunities within a rapidly growing business, making it an ideal environment for experienced financial planners seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planner
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector 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 interviews by researching the company and its culture. Understand their approach to client relationships and be ready to discuss how your experience aligns with their values. This shows you're genuinely interested and can help you stand out.
✨Tip Number 3
Practice your pitch! Be clear about your experience with high-net-worth clients and how you've successfully managed relationships in the past. Tailor your stories to highlight your skills in holistic financial planning and client retention.
✨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 the initiative to engage directly with us.
We think you need these skills to ace Senior Financial Planner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Senior Financial Planner role. Highlight your experience with high-net-worth clients and any relevant qualifications to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about wealth management and how your background aligns with our values. Don’t forget to mention your long-term mindset and relationship-building skills!
Showcase Your Achievements:When detailing your past roles, focus on your achievements rather than just responsibilities. Use numbers and examples to illustrate how you’ve successfully managed client relationships and contributed to business growth.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. This way, we can easily track your application and ensure it gets the attention it deserves!
How to prepare for a job interview at Ortus PSR Ltd.
✨Know Your Client Portfolio
Before the interview, take some time to research and understand the types of high-net-worth clients you’ll be working with. Familiarise yourself with their needs and preferences, as well as the typical assets they manage. This will help you demonstrate your readiness to inherit and develop the existing client bank.
✨Showcase Your Relationship Management Skills
Prepare examples that highlight your experience in managing and retaining client relationships. Think about specific situations where you’ve successfully navigated challenges or enhanced client satisfaction. This will show the interviewers that you have the skills necessary for long-term stewardship of client relationships.
✨Understand the Transition Process
Since this role involves a structured handover with a retiring adviser, be ready to discuss how you would approach this transition. Consider how you would maintain continuity of advice and service while building rapport with clients. This shows that you’re not just focused on the immediate role but also on the long-term success of the client relationships.
✨Demonstrate Your Holistic Financial Planning Knowledge
Brush up on your knowledge of holistic financial planning, including retirement, investment, tax, and estate planning. Be prepared to discuss how you would deliver comprehensive advice to clients. This will illustrate your capability to provide high-quality outcomes and align with the firm’s values.
