Job Description Financial Adviser – Inherit £50m Client Book | Arundel | £60k–£85k + Bonus + LTIP A high-growth and well-capitalised wealth management firm is seeking a professional, client-centric Financial Adviser to join its Arundel-based team. 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 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. Conduct in-depth financial reviews, offering tailored advice across pensions, investments, tax planning, protection, and estate planning 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 Experience as a Financial Adviser/Planner Proven ability to manage and grow a portfolio of HNW clients Strong knowledge of financial planning strategies, and retirement income solutions Company pension scheme Private medical insurance Long-Term Incentive Plan (LTIP) – potential for future equity/partnership Flexible, hybrid working structure New business generation through referrals and networking
Financial Service Planner in Arundel employer: Ortus PSR
This well-established national Financial Planning firm offers an exceptional opportunity for a Financial Planner in Sevenoaks, where you'll inherit a £100 million client book and enjoy a competitive salary with significant earning potential. The company fosters a supportive work culture that prioritises personal relationships with clients, ensuring continuity of care while providing robust professional development and resources to help you thrive in your role. With a hybrid working model and a commitment to understanding each client's unique story, this firm stands out as an excellent employer for those seeking meaningful and rewarding employment.
