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For Companies At a Glance
- Tasks: Help clients achieve their financial goals with innovative, client-first strategies.
- Company: A values-led, fixed-fee advisory firm that prioritises clients over profit.
- Benefits: Competitive salary, performance bonuses, equity options, and flexible remote work.
- Why this job: Join a collaborative team and make a real difference in clients' financial lives.
- Qualifications: Passion for finance and strong communication skills are essential.
- Other info: Dynamic environment with opportunities for personal and professional growth.
The predicted salary is between 52000 - 78000 £ per year.
Job Description
Financial Planner – Values-Led, Fixed-Fee Advisory Firm (Hybrid/Remote)
This is not your traditional wealth management firm.
Built to challenge an industry too often driven by profit, this firm puts clients first—always. Operating with a fixed-fee model, it’s designed to serve both ambitious wealth builders and retirees alike, combining high-quality financial advice with transparent pricing.
Planners here are treated like partners, not just employees. It’s a flat-structured, tech-enabled business with a fast-moving, collaborative culture and a mission to drive better financial outcomes for clients—without the red tape.
You’ll be rewarded not only for the value you deliver to your clients, but also for your contribution to the growth and development of the firm. Base salary is up to £65,000, with on-target earnings of £95,000–£100,000 through a performance-linked bonus structure and regular salary reviews to reflect your impact.
Opportunities for equity through an option or growth share scheme for individuals who significantly contribute to the business's growth and culture
- Freedom with Responsibility: You decide how to grow your client base—whether that’s through content creation, events, or referrals. Work remotely, flexibly, and on your terms—as long as your clients thrive.
- Lead Generation Support: You’ll receive qualified leads, as well as marketing support and budget to fund your own initiatives and build your client base.
- No Bureaucracy: Say goodbye to slow decision-making. This is a firm where good ideas are actioned fast.
- Tech as a Power Tool: With AI-enabled paraplanning and a streamlined tech stack, you’ll spend more time advising and less time on admin.
- True Career Ownership: From equity opportunities to creating your own planning products (e.g., for Business exits, NHS Consulting or divorce planning), this is a firm that backs your vision.
Responsibilities
- Provide high-quality, holistic financial advice tailored to both wealth accumulators and retirees.
- Build and maintain long-term client relationships based on trust, transparency, and client-first principles.
- Contribute to the firm’s growth by bringing new ideas and executing initiatives—whether through lead generation, partnerships, or content.
- Collaborate with a lean support team, including admin staff and AI-powered paraplanning tools.
- Uphold and embody company values in all client interactions and internal collaboration.
Requirements
- Level 4 Diploma in Financial Planning (minimum)
- Demonstrated experience in advising clients
- Strong interpersonal skills with a passion for building new relationships.
- Comfortable working in a flexible, remote-first environment with high levels of personal responsibility.
- Tech-savvy and open to experimenting with new tools and platforms.
Benefits
- Flexible/Remote Work: Work from home or wherever suits you best. 2 to 4 days a month in the Cheltenham office.
- Unlimited Holidays: As long as your responsibilities are met.
- Qualified Leads: Supplied to help you grow faster.
- Growth Budget: Funding available for events, marketing, or any initiative you believe in.
- Client Portfolio: Clients to manage as current planner is at capacity
- Flat Structure: Work directly with senior leadership and help shape the firm.
- Long-Term Upside: Potential for equity/growth shares for those who significantly contribute to success.
How to Apply
If you’re a values-led Financial Adviser seeking freedom, creativity, and real support to grow something meaningful, we want to hear from you.
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 like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for opportunities. Attend industry events or webinars to meet potential employers and showcase your passion for financial planning.
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in financial planning—think blogs, videos, or even social media posts. This not only positions you as a thought leader but also attracts attention from firms that value innovative thinkers.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out directly to firms you admire, like ours, and express your interest. A well-crafted email can go a long way in making a memorable impression.
✨Tip Number 4
Utilise our website! We regularly post openings and updates about our firm. Applying through our site not only shows your enthusiasm but also gives you a chance to learn more about our values and culture before you even step into an interview.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for financial planning shine through. We want to see how you align with our values and commitment to putting clients first—so don’t hold back!
Be Authentic: We’re all about transparency here, so be yourself in your application. Share your unique experiences and insights that make you a great fit for our flat-structured, collaborative culture.
Highlight Your Impact: Don’t just list your qualifications; tell us how you’ve made a difference in previous roles. We love to see examples of how you’ve driven better outcomes for clients or contributed to team success.
Apply Through Our Website: Make sure to submit your application through our website. It’s the best way for us to keep track of your application and ensure it gets the attention it deserves. We can’t wait to hear from you!
How to prepare for a job interview at Ortus Psr
✨Understand the Firm's Values
Before your interview, take some time to really get to know the firm's values and mission. This isn't just about knowing their fixed-fee model; it's about understanding how they prioritise clients over profits. Be ready to discuss how your personal values align with theirs.
✨Showcase Your Client-Centric Approach
Since this firm is all about putting clients first, prepare examples from your past experiences where you’ve gone above and beyond for clients. Highlight your ability to build relationships and deliver tailored financial advice that meets their unique needs.
✨Demonstrate Your Tech Savviness
With a tech-enabled business model, it’s crucial to show that you’re comfortable using technology in your financial planning. Brush up on any relevant tools or software you’ve used and be prepared to discuss how you can leverage technology to enhance client outcomes.
✨Prepare for a Collaborative Discussion
This firm values collaboration, so expect a conversational interview style. Think about how you can contribute to a flat-structured environment and be ready to share ideas on how you would work with others to drive growth and improve client services.
