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For Companies At a Glance
- Tasks: Manage and grow a portfolio of high-net-worth clients while delivering independent financial advice.
- Company: Join a leading Independent Financial Advisory firm with a stellar reputation for client service.
- Benefits: Enjoy a competitive salary, uncapped bonuses, hybrid working, and support for further qualifications.
- Other info: Perfect for employed advisers seeking better lead flow or self-employed IFAs wanting stability.
- Why this job: This role offers stability, quality leads, and a chance to thrive in a supportive environment.
- Qualifications: You need a Level 4 Diploma in Regulated Financial Planning and experience as a Financial Adviser.
The predicted salary is between 48000 - 72000 £ per year.
Employed Financial Adviser | HNW Clients + Quality Leads | £80K Basic + Bonus
Join a leading, nationally recognised Independent Financial Advisory firm with a long-standing reputation for delivering exceptional advice to high-net-worth clients. We’re offering Financial Advisers the rare opportunity to step into an established, high-value client portfolio with a consistent flow of qualified leads, industry-leading support, and the security of a competitive employed package.
Whether you\’re feeling underutilised, tired of chasing cold leads, or seeking greater long-term career stability, this is your chance to thrive within a respected and supportive advice framework.
Responsibilities
- Manage and grow an existing portfolio of HNW clients (average £500k+ per client)
- Deliver fully independent, holistic advice across pensions, investments, IHT, protection, and retirement planning
- Convert warm, qualified leads into long-term client relationships
- Collaborate with dedicated paraplanners and admin staff to ensure seamless client service and compliance
- Actively contribute to client retention and business growth
Requirements
- Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)
- Experience as a Financial Adviser, Wealth Manager, or IFA
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Financial Planner employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the financial advisory sector. Attend industry events, webinars, or local meetups to connect with other financial planners and potential clients. Building relationships can lead to referrals and insights about job openings.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise in financial planning. Share relevant articles, engage in discussions, and connect with high-net-worth individuals or firms that may be looking for a financial planner.
✨Tip Number 3
Consider reaching out directly to the hiring managers or team members at StudySmarter. A personalised message expressing your interest in the role and highlighting your relevant experience can make a strong impression.
✨Tip Number 4
Stay updated on industry trends and regulations that affect financial planning. Being knowledgeable about current market conditions and changes in legislation will not only help you in interviews but also demonstrate your commitment to the profession.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Financial Planner position. Tailor your application to highlight how your experience aligns with managing HNW clients and delivering holistic financial advice.
Highlight Relevant Experience: In your CV and cover letter, emphasise your Level 4 Diploma in Regulated Financial Planning and any relevant experience as a Financial Adviser or Wealth Manager. Provide specific examples of how you've successfully built and nurtured client relationships in the HNW space.
Showcase Your Skills: Demonstrate your ability to convert leads into long-term client relationships. Mention any tools or strategies you've used in the past that contributed to client retention and business growth, as this will resonate with the company's focus on quality advice and support.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your passion for financial planning and your commitment to high ethical standards. Address how you can contribute to the firm's success and why you're excited about the opportunity to work with HNW clients.
How to prepare for a job interview at Ortus Psr
✨Showcase Your Client Relationship Skills
Highlight your experience in building and nurturing relationships with high-net-worth clients. Be prepared to discuss specific examples of how you've successfully managed client portfolios and delivered tailored advice.
✨Demonstrate Your Knowledge of Financial Products
Familiarise yourself with the range of financial products relevant to pensions, investments, and retirement planning. During the interview, confidently discuss how you would approach advising clients on these topics.
✨Emphasise Ethical Standards
Given the importance of high ethical standards in this role, be ready to share your views on compliance and how you ensure that your advice is always in the best interest of your clients.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to convert leads into long-term relationships. Practice articulating your thought process and decision-making strategies in these situations.