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- Tasks: Manage high-value client cases and deliver tailored financial advice.
- Company: Independent wealth management firm with a professional law environment.
- Benefits: Competitive salary, no client acquisition needed, and strong support.
- Why this job: Focus on quality advice and work with top legal professionals.
- Qualifications: Chartered status preferred; strong technical skills required.
- Other info: Great opportunity for career growth in a supportive setting.
The predicted salary is between 60000 - 90000 £ per year.
Job Description
Are you an experienced Financial Adviser with a strong technical background and a passion for servicing complex, high-value client cases? This is a rare opportunity to step into a fully serviced role with no need to bring clients, working from a professional law firm environment in Bishop’s Stortford. You'll handle a well-established client bank with quality inbound referrals from over 125 legal professionals — including cases involving trusts, pensions, inheritances, and divorce settlements. If you’re Chartered (or close to it) and looking to focus on high-quality advice over sales, this role offers the structure, support and calibre of client work to take your career to the next level.
Company OverviewOur client is a well-established, independent wealth management firm operating within a professional services environment. Known for delivering tailored financial planning to high-net-worth individuals, they pride themselves on a deeply personal, technically rigorous approach to client service. The business has seen significant demand from professional referral networks and is now expanding its advisory capacity to maintain exceptional client service standards.
Responsibilities
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Manage a book of existing clients, with a focus on complex cases involving trusts, pensions, divorce settlements, and inheritance planning
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Deliver comprehensive financial advice aligned with FCA guidelines and the firm’s high ethical standards
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Collaborate closely with a network of legal professionals to deliver holistic solutions
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Conduct client reviews, cashflow planning, and portfolio rebalancing where necessary
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Maintain clear, compliant documentation and ensure suitability of advice
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Oversee support from in-house paraplanning resource to maximise your client-facing time
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Stay current with changes in tax legislation, financial markets, and regulatory frameworks
Requirements
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Ideally Chartered Financial Planner status (via PFS), or working towards completion
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Minimum Level 4 Diploma in Financial Planning required
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Strong technical ability to deal with large and complex cases confidently
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Demonstrable experience advising high-net-worth clients across pensions, investments, trusts and tax wrappers
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Comfortable working in a professional office environment 5 days per week
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High ethical standards and a strong focus on client service, not sales targets
Benefits
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Competitive salary of £60,000 – £90,000 per annum, depending on experience and qualifications
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No requirement to bring your own clients – all new business leads provided
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Quality inbound referrals from over 125 lawyers, generating high-value client cases
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Structured paraplanning and administrative support
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Work within a professional setting, directly alongside legal professionals
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Continuous professional development encouraged and supported
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Opportunity to focus purely on high-quality servicing, not business development
Financial Advisor - Client Servicing Role employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor - Client Servicing Role
✨Tip Number 1
Network like a pro! Connect with legal professionals and other financial advisors in your area. Attend local events or join online forums to build relationships that could lead to referrals.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on financial planning through social media or blogs. This will help you stand out and attract high-net-worth clients who value your knowledge.
✨Tip Number 3
Practice your pitch! Prepare a concise and compelling introduction about yourself and your services. This will come in handy when meeting potential clients or partners, making it easier for them to remember you.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills and experience. Don’t miss out on this fantastic opportunity to join a top-notch firm!
We think you need these skills to ace Financial Advisor - Client Servicing Role
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Advisor role. Highlight your technical background and any relevant qualifications, especially if you're Chartered or close to it.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for client servicing and how you can contribute to our high ethical standards. Be genuine and let your personality come through.
Showcase Relevant Experience: When detailing your experience, focus on complex cases you've handled, like trusts and pensions. We want to see how you've successfully navigated high-value client situations in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in a professional environment.
How to prepare for a job interview at Ortus Psr
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around trusts, pensions, and inheritance planning. The interviewers will likely ask you to explain complex concepts, so being able to articulate these clearly will show you're the right fit for their high-value client cases.
✨Showcase Your Client-Centric Approach
This role is all about providing exceptional service rather than hitting sales targets. Be prepared to discuss how you've prioritised client needs in past roles and how you can maintain high ethical standards while delivering tailored financial advice.
✨Familiarise Yourself with the Firm
Do some homework on the wealth management firm and its approach to client service. Understanding their values and how they operate within a professional law environment will help you align your answers with what they’re looking for.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about their client servicing strategies and how they support their advisors. This shows your genuine interest in the role and helps you gauge if it’s the right fit for you.
