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For Companies At a Glance
- Tasks: Provide tailored financial advice and build long-term client relationships.
- Company: A values-led, fixed-fee advisory firm prioritising clients over profit.
- Benefits: Unlimited holidays, flexible remote work, and a growth budget for your initiatives.
- Why this job: Join a collaborative culture where your ideas are valued and actioned quickly.
- Qualifications: Level 4 Diploma in Financial Planning and strong interpersonal skills required.
- Other info: Opportunity for equity and true career ownership in a tech-enabled environment.
The predicted salary is between 46800 - 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! Get out there and connect with people in the financial planning world. Attend industry events, join online forums, and don’t be shy about reaching out on LinkedIn. The more connections you make, the better your chances of landing that dream job!
✨Tip Number 2
Show off your skills! Create content that showcases your expertise in financial planning. Whether it’s blog posts, videos, or social media updates, let potential employers see what you can bring to the table. This is your chance to shine and attract the right opportunities.
✨Tip Number 3
Don’t just apply—engage! When you find a role that excites you, reach out to someone at the firm. Ask questions, express your enthusiasm, and show them you’re genuinely interested. This personal touch can set you apart from other candidates.
✨Tip Number 4
Keep it flexible! Be open to different ways of working, especially in a hybrid/remote environment. Highlight your adaptability and willingness to embrace new tech tools. Firms like this one value those who can thrive in a dynamic setting, so let that shine through in your conversations!
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Be Authentic: When you're writing your application, let your true self shine through. We want to see your personality and passion for financial planning, so don’t hold back! Share your story and what drives you to help clients achieve their financial goals.
Tailor Your Application: Make sure to customise your application to reflect the values and mission of our firm. Highlight your experience in providing client-first advice and how you can contribute to our collaborative culture. Show us why you’re a perfect fit for our team!
Showcase Your Skills: Don’t forget to mention your Level 4 Diploma in Financial Planning and any relevant experience. We’re looking for someone who’s not just tech-savvy but also has strong interpersonal skills. Give us examples of how you've built relationships with clients 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 the role. Plus, it shows you’re proactive and keen to join our innovative team!
How to prepare for a job interview at Ortus Psr
✨Know Your Values
This firm is all about putting clients first and challenging traditional wealth management. Make sure you understand their values and can articulate how your own align with theirs. Be ready to share examples of how you've prioritised client needs in your previous roles.
✨Showcase Your Tech Savviness
With a tech-enabled approach, it's crucial to demonstrate your comfort with technology. Prepare to discuss any tools or platforms you've used in financial planning, especially those that streamline processes or enhance client interactions. Highlight your willingness to experiment with new tech.
✨Prepare for Collaboration
This role involves working closely with a lean support team. Be ready to talk about your experience in collaborative environments and how you've contributed to team success. Share specific instances where your teamwork led to better outcomes for clients.
✨Bring Ideas to the Table
The firm values innovation and quick decision-making. Think about some fresh ideas you could bring to the role, whether it’s lead generation strategies or new ways to engage clients. Show them you're proactive and ready to contribute to the firm's growth from day one.
