Financial Adviser

Financial Adviser

Epsom Full-Time 64000 - 96000 Β£ / year (est.) No home office possible
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Financial Planner – Inherit an Established HNW Client Bank & High-Quality Leads

Existing HNW Clients | High-Quality Leads | Flexible Working

Are you an ambitious Financial Planner looking for a ready-made opportunity to accelerate your earnings and career? This role offers an inherited client bank of HNW individuals , ongoing high-value leads (typical client Β£500k+ to invest), and a generous bonus scheme that will see you earn well into six figures.

Salary : Up to Β£80,000 + Bonus (OTE Β£100,000+)

What’s in It for You?

Existing HNW Client Bank – Step into an established portfolio from retiring advisers High-Quality Leads – Clients with an average portfolio of Β£500k+ from professional introducers and digital channels Excellent Bonus Scheme – Rewards for both client retention and business growth Comprehensive Benefits – DIS, flexible benefits, pension Flex Working – Hybrid model with office and home-based options Full Support – Dedicated IFA, Paraplanning, Compliance, and Administration teams Career Growth & Study Support – Ongoing professional development towards Chartered status

Your Role

  • Manage and develop an inherited portfolio of HNW clients, providing holistic financial advice.
  • Convert warm, high-value leads into lasting client relationships.
  • …

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Contact Detail:

Ortus Psr Recruiting Team

Financial Adviser
Ortus Psr
Location: Epsom
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