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For Companies At a Glance
- Tasks: Help clients achieve financial goals with personalized advice and support.
- Company: Join a forward-thinking firm focused on holistic financial solutions.
- Benefits: Enjoy competitive salaries, equity options, and full digital support.
- Why this job: Experience true client-centric work while enjoying a better work-life balance.
- Qualifications: Seeking experienced Financial Advisers with strong client relationships.
- Other info: Work with high-net-worth clients and receive comprehensive marketing support.
The predicted salary is between 80000 - 120000 £ per year.
Job Description
Financial Planner – Inherit a HNW Client Bank + High-Quality LeadsLocation: Hybrid (Office & Remote) | Salary: Up to £80,000 basic + Bonus (OTE £100,000+)Sector: Financial Services | Job Type: Full-Time, Permanent
Are you an experienced Financial Planner looking to accelerate your earnings and career? This is a rare opportunity to inherit an established book of high-net-worth clients, benefit from high-quality leads, and be part of a forward-thinking financial planning firm that truly values professionalism, ethics, and long-term relationships.
What’s On Offer:
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HNW Client Bank – Inherit an active portfolio of clients from retiring advisers
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High-Quality Leads – No cold calling; clients typically have £500k+ to invest
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Generous Bonus Scheme – Based on client retention and new business
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Flexible Working – Hybrid model with remote and in-office flexibility
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Professional Development – Full study support towards Chartered status
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Comprehensive Benefits – DIS, pension, and flexible employee benefits package
Your Role:
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Manage and nurture a portfolio of high-net-worth clients
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Provide holistic financial advice covering investments, pensions, estate planning, and protection
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Convert warm, high-value leads into long-term clients
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Collaborate with paraplanners and support teams to deliver exceptional client service
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Maintain high standards of compliance and ethical practice
What They’re Looking For:
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Level 4 Diploma in Financial Planning (CII, CISI, or equivalent)
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Experience as a Financial Adviser, IFA, or Wealth Manager
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A strong track record working with HNW clients
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Excellent interpersonal and client relationship skills
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A professional, client-first mindset with commercial acumen
Why Apply?This is a unique opportunity to fast-track your success in a firm that’s built on trust, quality advice, and lasting client relationships. With high-quality leads, robust support, and six-figure earning potential, this role is ideal for advisers who want to focus on delivering real value to clients — not chasing volume.
Apply now to take the next step in your financial planning career.
Financial Adviser employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network with other Financial Advisers who share your values and vision. Attend industry events or join online forums where you can connect with like-minded professionals. This can help you gain insights into the market and potentially lead to referrals.
✨Tip Number 2
Research the unique offerings of our client thoroughly. Understand their holistic approach and how it differs from traditional firms. Being well-informed will allow you to articulate why you are a great fit for their model during discussions.
✨Tip Number 3
Prepare to discuss your client relationships in detail. Highlight specific examples of how you've provided value and built trust with your clients. This will demonstrate your ability to align with the client-centric philosophy that our client values.
✨Tip Number 4
Showcase your adaptability to digital tools and processes. Familiarize yourself with the latest financial technology trends, as our client emphasizes a fully digital offering. Being tech-savvy will set you apart as a candidate who can thrive in their environment.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly understand the responsibilities and expectations of a Financial Adviser as outlined in the job description. This will help you tailor your application to highlight relevant experiences.
Highlight Client Relationships: Emphasize your ability to build and maintain lasting relationships with clients. Provide specific examples of how you've delivered client-centric advice and solutions in your previous roles.
Showcase Your Value: Clearly articulate how your skills and experiences align with the unique offerings of the company. Discuss how you can contribute to their holistic approach and support their clients effectively.
Craft a Compelling Cover Letter: Write a personalized cover letter that reflects your passion for the role and the company. Mention why you are drawn to their unique market solution and how it aligns with your career goals.
How to prepare for a job interview at Ortus Psr
✨Showcase Your Client Relationships
Highlight your ability to build and maintain lasting relationships with clients. Share specific examples of how you've provided holistic advice that truly meets their needs, demonstrating your client-centric approach.
✨Emphasize Your Value Proposition
Discuss how you feel valued in your previous roles and how you can bring that same value to the new position. Be prepared to explain how your skills and experience align with the firm's mission to provide a true client-centric offering.
✨Understand the Firm's Unique Offering
Research the unique solutions that the firm provides compared to others in the market. Be ready to discuss how their fully digital offering and support systems can enhance your ability to serve clients effectively.
✨Prepare Questions About Career Development
Think about your long-term career goals and prepare insightful questions regarding career direction and equity options within the firm. This shows your interest in a long-term commitment and helps you gauge if the firm aligns with your aspirations.
