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