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For Companies At a Glance
- Tasks: Manage existing clients and grow your own portfolio through networking and referrals.
- Company: Join a respected financial planning firm with over 25 years of success.
- Benefits: Enjoy remote work options, a competitive salary, and comprehensive benefits.
- Why this job: Be part of a supportive culture focused on ethical client outcomes and long-term growth.
- Qualifications: Must have Diploma Level 4 and at least 5 years of relevant experience.
- Other info: Opportunity for equity/buy-in for the right candidate.
The predicted salary is between 48000 - 80000 £ per year.
We’re working with a well-respected and independently owned financial planning business with over 25 years of success. With a newly evolved leadership team and recent acquisitions completed, the firm is now looking for an experienced Financial Planner / IFA who can take on a warm client bank while also helping to drive forward new business activity. This is a unique opportunity for a commercially minded adviser who can deliver exceptional advice to both individuals and SME clients, while confidently building relationships with professional introducers.
The Role:
This is a dual-focus role: you’ll begin by inheriting a book of loyal clients, then take the lead on growing your own portfolio through referrals, networking, and warm leads generated by the business. Your responsibilities will include:
- Taking over and servicing an existing portfolio of private clients
- Generating and converting new business from qualified internal leads and professional introducers
- Delivering independent, whole-of-market advice across pensions, investments, protection, IHT and tax planning
- Presenting advice clearly to clients including HNW individuals, business owners, and company directors
- Representing the firm at networking events, client functions, and partnership meetings
- Collaborating with paraplanners and administrative staff to ensure high-quality outcomes and compliance
What You’ll Bring:
- Diploma Level 4 qualified (CAS status preferred)
- At least 5 years’ experience as a Financial Planner, Financial Adviser, or IFA
- A strong track record in both client retention and new business development
- Excellent relationship-building skills, particularly with professional connections such as solicitors and accountants
- Experience in holistic financial planning, including tax-efficient advice and SME support
- A proactive and entrepreneurial approach, with a desire to grow with the business
What’s on Offer:
- Salary between £60,000 – £100,000+ depending on experience and track record
- Inheritance of a warm client bank, plus 15–20 new qualified leads per month
- Remote working available post-probation, with diary autonomy
- Full support: paraplanners, administrative team, and AI tools to reduce admin burden
- Comprehensive benefits: company pension, group life cover, income protection, optional private medical
- Long-term career opportunity including equity/buy-in potential for the right person
- Collaborative, supportive culture focused on ethical, long-term client outcomes
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network actively within the financial services community. Attend industry events, seminars, and workshops to meet potential clients and professional introducers. Building relationships with solicitors and accountants can lead to valuable referrals.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and connect with other professionals in the field. Share insights on financial planning topics to establish yourself as a thought leader and attract attention from potential clients.
✨Tip Number 3
Consider joining local business groups or chambers of commerce. These organisations often provide networking opportunities that can help you meet business owners who may need your financial advice and services.
✨Tip Number 4
Stay updated on market trends and regulatory changes in the financial sector. This knowledge will not only enhance your credibility but also enable you to provide informed advice to clients, making you a more attractive candidate for the role.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Planner or IFA, focusing on your track record in client retention and new business development. Use specific examples to demonstrate your relationship-building skills with professional connections.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your proactive and entrepreneurial approach aligns with their goals, and provide examples of how you've successfully generated new business in the past.
Highlight Relevant Qualifications: Clearly state your Diploma Level 4 qualification and any additional certifications. If you have CAS status, make sure to mention it prominently, as this is preferred for the role.
Showcase Your Networking Skills: Discuss your experience representing firms at networking events and building relationships with introducers. Provide examples of how these connections have led to successful client acquisitions or referrals.
How to prepare for a job interview at Ortus Psr
✨Know Your Numbers
As a Financial Advisor, it's crucial to be well-versed in your financial metrics. Be prepared to discuss your past performance, client retention rates, and how you've successfully generated new business. This will demonstrate your capability and confidence in handling the role.
✨Showcase Relationship-Building Skills
Since this role involves building relationships with clients and professional introducers, come prepared with examples of how you've successfully nurtured these connections in the past. Highlight any networking events or partnerships that have led to significant business growth.
✨Understand the Firm's Values
Research the company's culture and values before the interview. Be ready to discuss how your personal values align with theirs, especially regarding ethical client outcomes. This shows that you're not just looking for a job, but a long-term fit.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to provide holistic financial advice. Think through potential client situations you might face and how you would approach them, particularly in areas like tax planning and investment strategies.
