At a Glance
- Tasks: Manage a high-value client portfolio and provide tailored financial advice.
- Company: Join a dynamic wealth management firm with a strong growth strategy and collaborative culture.
- Benefits: Enjoy hybrid work, private medical insurance, and a generous pension scheme.
- Other info: Experience seamless client transitions with ongoing support from a dedicated team.
- Why this job: Inherit a £60m client book and grow your career in a supportive environment.
- Qualifications: Must be Level 4 Diploma qualified; Chartered status preferred.
The predicted salary is between 48000 - 68000 £ per year.
Job Description
Financial Adviser – Inherit £50m Client Book | Arundel | £60k–£85k + Bonus + LTIP
A high-growth and well-capitalised wealth management firm is seeking a professional, client-centric Financial Adviser to join its Arundel-based team. The firm is known for combining whole-of-market advice with modern infrastructure, robust compliance, and a strong culture of collaboration. With private equity backing and a clear growth strategy, it offers advisers an exceptional platform for long-term career development.
Work Type: Hybrid (1 day per week office/client meetings)
Salary up to £85,000, realistic bonus potential earnings £110,000
This is a rare opportunity to inherit a well-maintained client book with c.£50 million AUM, centred around West Sussex and the surrounding area. The client portfolio is being transitioned from a long-standing Adviser who is retiring and will be actively involved in the handover, ensuring a smooth and relationship-led transition.
The role combines the security of an existing income stream with the autonomy to grow through referrals, professional introducers, and business development support.
Responsibilities
- Take over an established portfolio of high-value clients (circa £50m AUM)
- Conduct in-depth financial reviews, offering tailored advice across pensions, investments, tax planning, protection, and estate planning
- Maintain high client retention through proactive servicing and relationship management
- Leverage support from a regional team of paraplanners and administrators to streamline report writing and compliance
- Identify opportunities to grow AUM through referrals and network building
- Collaborate with peers across the business to share best practice and enhance client outcomes
Requirements
- Experience as a Financial Adviser/Planner
- Level 4 Diploma qualified (with Chartered status preferred or in progress)
- Proven ability to manage and grow a portfolio of HNW clients
- Strong knowledge of financial planning strategies, and retirement income solutions
- Exceptional communication and interpersonal skills
Benefits:
- Company pension scheme
- Private medical insurance
- Income protection
- Full paraplanning and administrative support
- Annual CPD budget
- Long-Term Incentive Plan (LTIP) – potential for future equity/partnership
- Flexible, hybrid working structure
Success Metrics
- Seamless client transition and retention during the handover period
- Maintenance and growth of the £50m AUM client base
- High levels of client satisfaction and engagement
- New business generation through referrals and networking
How to Apply
Interviews are ongoing. The process includes an initial management interview via teams so you can understand the full offering
Financial Planner in Arundel employer: Ortus PSR
Join a dynamic wealth management firm that prioritises client satisfaction and offers unparalleled support for Independent Financial Advisers. With the flexibility to work remotely or in a hybrid model, you will benefit from high-quality lead generation, comprehensive paraplanning, and administrative assistance, allowing you to focus on what you do best – advising clients. Located in the vibrant West Midlands, this role not only provides competitive earnings potential but also fosters a culture of continuous professional development and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Arundel
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who have experience with high-net-worth clients. Attend industry events or webinars to connect with potential colleagues and clients, which can help you understand the firm's culture and client expectations.
✨Tip Number 2
Familiarise yourself with the specific financial planning strategies that are popular in the West Sussex area. Understanding local market trends and client needs will give you an edge when discussing your approach during interviews.
✨Tip Number 3
Prepare to discuss your previous successes in managing and growing a portfolio of high-value clients. Be ready to share specific examples of how you've maintained client relationships and generated new business through referrals.
✨Tip Number 4
Research the firm’s values and culture thoroughly. Be prepared to articulate how your personal values align with theirs, particularly around collaboration and client-centric service, as this will demonstrate your fit within their team.
We think you need these skills to ace Financial Planner in Arundel
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience as a Financial Adviser or Planner. Emphasise your Level 4 Diploma qualification and any progress towards Chartered status, as well as your ability to manage high-net-worth clients.
Craft a Compelling Cover Letter:Write a cover letter that showcases your client-centric approach and your understanding of financial planning strategies. Mention your experience with pensions, investments, tax planning, and estate planning to align with the job requirements.
Highlight Relevant Achievements:In your application, include specific examples of how you've successfully managed and grown a portfolio of clients. Use metrics where possible, such as AUM growth or client retention rates, to demonstrate your impact.
Prepare for the Interview:Research the firm’s culture and their approach to wealth management. Be ready to discuss how you would ensure a seamless transition for the existing client book and your strategies for maintaining high levels of client satisfaction.
How to prepare for a job interview at Ortus PSR
✨Know Your Client Portfolio
Before the interview, take time to understand the existing client portfolio you'll be inheriting. Familiarise yourself with the types of clients and their needs, as well as the financial products that may be relevant to them. This will show your potential employer that you're proactive and ready to hit the ground running.
✨Demonstrate Your Expertise
Be prepared to discuss your experience as a Financial Adviser and how it aligns with the role. Highlight your Level 4 Diploma qualifications and any progress towards Chartered status. Share specific examples of how you've successfully managed and grown high-net-worth client portfolios in the past.
✨Showcase Your Communication Skills
Exceptional communication is key in this role. Practice articulating complex financial concepts in a clear and relatable manner. During the interview, focus on how you build relationships with clients and maintain high levels of client satisfaction, as this is crucial for retaining the £60m AUM client base.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, growth strategy, and support systems in place for advisers. This not only demonstrates your interest in the role but also helps you gauge if the company aligns with your career goals and values.
