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- Tasks: Manage high-net-worth clients and provide holistic financial advice.
- Company: Join a nationally recognised IFA firm with a strong reputation.
- Benefits: Enjoy a competitive salary, flexible working, and full admin support.
- Why this job: This role offers established clients, ongoing leads, and career growth opportunities.
- Qualifications: Must have Level 4 Diploma in Regulated Financial Planning and relevant experience.
- Other info: Ideal for advisers seeking stability and support in their career.
The predicted salary is between 60000 - 84000 £ per year.
Financial Planner – Inherit HNW Clients & Build Your Future with the Backing of a National IFA
£70,000 – £80,000 Basic + High-Quality Clients + Bonus (OTE £100k+) | Flexible Working | Full Paraplanning & Admin Support
Are you a driven Financial Adviser seeking the perfect blend of autonomy and backing from a nationally recognised IFA firm? This is your opportunity to take over an established portfolio of high-net-worth clients, benefit from a regular flow of quality leads, and receive the support and infrastructure needed to scale your business – all while enjoying the security of an employed salary of up to £80,000.
Why This Opportunity Stands Out
This isn’t a cold-start role or commission-only proposition. It’s a chance to plug into a proven, professional advice framework with existing client relationships, full admin and compliance support, and high-value new enquiries delivered to you consistently. Whether you’re stagnating in your current role, tired of limited leads, or looking for long-term career support with a respected name in the market – this opportunity is designed for you.
What You’ll Get
- £70,000 – £80,000 basic salary depending on experience
- Realistic OTE of £100k+ through a transparent and rewarding bonus structure
- Immediate HNW client bank from retiring advisers (average portfolio size £500k+)
- Ongoing, high-quality leads from established introducer relationships and digital channels
- Hybrid working model – blend of remote and regional office work
- Paraplanning, admin & compliance support – so you can focus on advising
- Full tech stack and CRM to streamline your client work
- Pension, DIS, private medical, and other flexible benefits
- Chartered support – Full backing for further qualifications and CPD
What You’ll Be Doing
- Take ownership of a loyal HNW client bank and nurture long-term relationships
- Provide fully independent, holistic advice across pensions, investments, IHT, protection, and retirement planning
- Convert warm, qualified leads into valuable client relationships
- Collaborate with in-house paraplanners and admin support to ensure smooth and compliant advice delivery
- Contribute to ongoing growth, client retention, and service excellence
What You’ll Bring
- Level 4 Diploma in Regulated Financial Planning (minimum)
- A track record as a Financial Adviser/IFA/Wealth Manager, ideally with experience serving HNW clients
- Strong relationship-building skills and commercial awareness
- A commitment to high ethical standards and delivering exceptional outcomes
Ideal for...
- Advisers currently limited by a lack of leads or support
- Those working in self-employed models seeking more stability
- IFAs with client-facing experience who want to grow with national backing
If you’re ready to step into a role that offers both quality clients and serious earning potential – without starting from scratch – apply today and start the next chapter of your advising career.
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 with professionals in the financial planning industry. Attend industry events, webinars, and local meetups to connect with other advisers and potential clients. Building relationships can lead to referrals and insights about opportunities at firms like ours.
✨Tip Number 2
Leverage social media platforms, particularly LinkedIn, to showcase your expertise and connect with high-net-worth individuals. Share valuable content related to financial planning to establish yourself as a thought leader in the field.
✨Tip Number 3
Consider obtaining additional qualifications or certifications that are recognised in the industry. This not only enhances your skills but also demonstrates your commitment to professional development, making you a more attractive candidate for our role.
✨Tip Number 4
Prepare for interviews by researching our company and understanding our client base. Familiarise yourself with our values and the services we offer, so you can articulate how your experience aligns with our mission and how you can contribute to our success.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser, particularly with high-net-worth clients. Emphasise your Level 4 Diploma in Regulated Financial Planning and any relevant achievements that showcase your ability to build client relationships.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role. Mention how you can contribute to the company's growth and client retention, and refer to specific aspects of the job description that resonate with your experience.
Showcase Your Relationship-Building Skills: In your application, provide examples of how you've successfully built and maintained relationships with clients in the past. This is crucial for a role focused on nurturing long-term client relationships.
Highlight Your Ethical Standards: Given the emphasis on high ethical standards in the job description, make sure to include any relevant experiences or philosophies that demonstrate your commitment to delivering exceptional outcomes for clients.
How to prepare for a job interview at Ortus Psr
✨Showcase Your Experience with HNW Clients
Make sure to highlight your previous experience working with high-net-worth clients. Discuss specific examples of how you've built and maintained these relationships, as this will demonstrate your ability to manage the existing client bank effectively.
✨Demonstrate Your Knowledge of Financial Products
Be prepared to discuss various financial products and services, especially those relevant to pensions, investments, and retirement planning. This shows that you have the expertise needed to provide holistic advice and can handle the complexities of HNW client needs.
✨Emphasise Your Ethical Standards
Given the importance of ethical standards in financial advising, be ready to talk about your commitment to delivering exceptional outcomes for clients. Share examples of how you've prioritised client interests in your past roles.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's support structure, lead generation process, and growth opportunities. This not only shows your interest in the role but also helps you assess if the company aligns with your career goals.
