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For Companies At a Glance
- Tasks: Provide holistic financial advice and build long-term client relationships.
- Company: Values-led, fixed-fee advisory firm with a collaborative culture.
- Benefits: Unlimited holidays, flexible remote work, and growth budget for initiatives.
- Why this job: Join a firm that prioritises clients and rewards your contributions.
- Qualifications: Level 4 Diploma in Financial Planning and strong interpersonal skills.
- Other info: Opportunity for equity and direct collaboration with senior leadership.
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! 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 a portfolio showcasing your financial planning expertise. Whether it’s case studies, client testimonials, or even a blog about financial tips, let potential employers see what you can bring to the table. It’s all about standing out!
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out directly to firms you admire, like ours at StudySmarter. Express your interest and share how you can contribute to their mission. You never know when an opportunity might arise!
✨Tip Number 4
Prepare for interviews by researching the company culture and values. Since we’re all about putting clients first and fostering collaboration, think about how your personal values align with ours. Be ready to discuss how you can contribute to our growth and success!
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 digital tools. Prepare to discuss any financial planning software or AI tools you've used, and be ready to share how these have improved your efficiency and client interactions.
✨Bring Ideas to the Table
This firm values innovation and quick decision-making. Think about some fresh ideas for lead generation or client engagement that you could propose during the interview. Showing initiative will highlight your potential contribution to the firm's growth.
✨Build Rapport
Strong interpersonal skills are key for this role. During the interview, focus on building a connection with your interviewers. Ask questions about their experiences and share personal anecdotes that reflect your relationship-building skills. This will help you stand out as a candidate who embodies their client-first principles.
