At a Glance
- Tasks: Manage high-net-worth clients and build your financial planning career.
- Company: Nationally recognised IFA firm with strong support and resources.
- Benefits: Competitive salary, bonus potential, flexible working, and full admin support.
- Other info: Join a dynamic team with opportunities for growth and development.
- Why this job: Take over established clients and enjoy a secure, rewarding career path.
- Qualifications: Experience in financial advising and a passion for client success.
The predicted salary is between 70000 - 80000 £ per year.
Financial Planner – Inherit HNW Clients & Build Your Future with the Backing of a National IFA
£70,000 – £80,000 Basic + High-Quality Clients + Bonus (OTE £100k+) | Flexible Working | Full Paraplanning & Admin Support
Are you a driven Financial Adviser seeking the perfect blend of autonomy and backing from a nationally recognised IFA firm? This is your opportunity to take over an established portfolio of high-net-worth clients, benefit from a regular flow of quality leads, and receive the support and infrastructure needed to scale your business – all while enjoying the security of an employed salary of up to £80,000.
Why This Opportunity Stands Out
This isn't a cold-start role or commission-only proposition. It's a chance to plug into a proven, professional advice framework with existing client relationships, full admin and compliance support, and high-value new enquiries delivered to you consistently. Whether you're stagnating in your current role, tired of limited leads, or looking for long-term career support with a respected name in the market – this opportunity is designed for you.
What You’ll Get
- £70,000 – £80,000 basic salary depending on experience
- Realistic OTE of £100k+ through a transparent and rewarding bonus structure
- Immediate HNW client
Remote Financial Planner in Bolton employer: Ortus Psr
Join a leading national IFA firm that prioritises your growth and success as a Remote Financial Planner. With a competitive salary, flexible working arrangements, and comprehensive support including full paraplanning and admin assistance, you will have the tools to thrive while managing an established portfolio of high-net-worth clients. Our collaborative work culture fosters professional development and ensures you can focus on delivering exceptional financial advice without the stress of lead generation.
