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- Tasks: Provide tailored financial advice and build long-term client relationships.
- Company: Join a respected Chartered Financial Planning firm known for integrity and client care.
- Benefits: Enjoy a competitive salary, 25% bonus, hybrid work, and full admin support.
- Why this job: This role offers a collaborative culture and the chance to make a real impact on clients' lives.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience in independent advice required.
- Other info: Receive qualified leads and support towards Chartered status while enjoying 25 days annual leave.
The predicted salary is between 42000 - 84000 £ per year.
Financial Planner – Chartered Firm | Hybrid | Up to £70,000 + 25% Bonus | Leads Provided
Join a highly respected Chartered Financial Planning firm with a reputation for excellence in independent, holistic advice. Built on the pillars of integrity, transparency, and client care, this firm supports Financial Planners with the tools, leads, and environment needed to thrive—without pressure-selling or product targets. With robust admin support, consistent lead generation, and a collaborative team culture, this is the ideal opportunity for a driven planner focused on long-term client outcomes.
As a Financial Planner, you’ll provide high-quality, independent advice tailored to clients\’ individual circumstances and long-term goals. You will work with a steady stream of qualified leads, allowing you to focus on building deep client relationships and delivering real value.
Key duties include :
- Offering holistic financial planning advice across pensions, investments, protection, and estate planning
- Conducting comprehensive fact-finds and utilising cashflow modelling tools
- Working closely with a dedicated admin team and paraplanners to ensure seamless client service
- Nurturing long-term client relationships with a focus on trust and transparency
- Attending and following up with attendees from regular client-facing seminars
Receiving leads through digital marketing, local profe…
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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
Familiarise yourself with the financial planning tools mentioned in the job description, like CashCalc and Voyant. Being able to demonstrate your proficiency with these tools during interviews will show that you're ready to hit the ground running.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work in chartered firms. Attend local seminars or workshops to build connections and gain insights into the firm's culture and expectations.
✨Tip Number 3
Prepare to discuss your experience in providing independent advice and how you’ve built long-term client relationships. Use specific examples that highlight your client-centric approach and ability to deliver tailored solutions.
✨Tip Number 4
Research the firm’s values around integrity, transparency, and client care. Be ready to articulate how your personal values align with theirs, as cultural fit is crucial in a collaborative environment like this one.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Regulated Financial Planning and any relevant experience providing independent advice. Emphasise your client-centric mindset and interpersonal skills, as these are crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for holistic financial planning and how your values align with the firm's pillars of integrity and transparency. Mention your familiarity with financial planning tools and your commitment to nurturing long-term client relationships.
Showcase Relevant Experience: When detailing your work history, focus on specific examples where you provided high-quality, independent advice across pensions, investments, protection, and estate planning. Use metrics or outcomes to demonstrate your success in building client relationships.
Prepare for Interviews: If invited for an interview, be ready to discuss your approach to client care and how you would utilise the leads provided by the firm. Prepare to share your experiences with cashflow modelling tools and your understanding of FCA regulations.
How to prepare for a job interview at Ortus Psr
✨Showcase Your Client-Centric Approach
Emphasise your commitment to client care and how you prioritise their needs. Be prepared to share examples of how you've built long-term relationships and provided tailored advice in previous roles.
✨Demonstrate Your Technical Knowledge
Make sure to brush up on your understanding of financial planning tools and concepts, such as cashflow modelling and investment solutions. Be ready to discuss how you've applied these tools in real-life scenarios.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle complex client situations. Think of specific instances where you've successfully navigated challenges and delivered value to clients.
✨Highlight Your Team Collaboration Skills
Since the role involves working closely with admin teams and paraplanners, be sure to illustrate your experience in collaborative environments. Share examples of how teamwork has enhanced client service in your past positions.
