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For Companies At a Glance
- Tasks: Manage high-net-worth clients and provide independent financial advice.
- Company: Join a nationally recognised IFA firm with a strong reputation.
- Benefits: Enjoy a competitive salary, hybrid 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.
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.
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with other financial professionals and attend industry events to build connections. This can help you gain insights into the company culture and potentially get a referral, which can significantly boost your chances of landing the job.
✨Tip Number 2
Research the company thoroughly, including their values, mission, and recent news. This knowledge will allow you to tailor your conversations during interviews and demonstrate your genuine interest in joining their team.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth clients in detail. Be ready to share specific examples of how you've built relationships and provided exceptional service, as this is crucial for the role.
✨Tip Number 4
Showcase your commitment to ongoing professional development. Mention any relevant qualifications or training you are pursuing, as this aligns with the company's support for further qualifications and demonstrates your dedication to the field.
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 strong client relationships.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the opportunity to work with an established portfolio. Mention how your skills align with the company's values and your commitment to delivering exceptional outcomes for clients.
Showcase Your Relationship-Building Skills: Provide specific examples in your application of how you've successfully built and maintained relationships with clients. 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 mention your commitment to these principles. Discuss how you ensure compliance and deliver quality advice in your previous roles.
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 cases where you successfully managed their portfolios and how you built long-term relationships, as this is crucial for the role.
✨Demonstrate Your Knowledge of Financial Products
Be prepared to discuss various financial products and strategies, especially in areas like pensions, investments, and retirement planning. This will show that you have the expertise needed to provide holistic advice.
✨Emphasise Your Relationship-Building Skills
Since the role involves nurturing client relationships, share examples of how you've effectively built rapport with clients in the past. Highlight your communication skills and ability to understand client needs.
✨Prepare Questions About Support and Resources
Ask insightful questions about the support and resources available to you, such as paraplanning and admin assistance. This shows that you are serious about utilising these tools to enhance your client service.
