At a Glance
- Tasks: Build and grow your own client portfolio with high-net-worth individuals.
- Company: Established financial planning firm with a strong reputation.
- Benefits: Up to £80,000 base salary plus 35% commission and full support.
- Other info: Enjoy a hybrid working model and excellent career progression opportunities.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Level 4 Diploma in Financial Planning and proven client acquisition skills.
The predicted salary is between 80000 - 80000 £ per year.
Financial Adviser – Leicester | Employed | Up to £80,000 Base + Up to 35% Commission | HNW Leads Provided
Salary: Employed base salary (validation at 1.2x basic) + commission up to 35% on new business
Working pattern: Hybrid — office and client based
We are working with a well-established, independently authorised financial planning firm in Bristol to recruit an experienced Financial Adviser on a permanent, employed basis. This is a new business-focused role with genuine infrastructure behind it. Unlike many adviser positions that leave you to generate your own pipeline from scratch, this firm provides centrally generated leads, a structured referral programme, and access to a network of professional introducers — all designed to put you in front of high-net-worth clients from day one.
The earning structure is built to reward both the business you write and the ongoing client relationships you maintain — with commission rates of up to 35% across initial and renewal income. The firm also carries a pipeline of existing clients that strong performers may inherit as their growth is demonstrated.
WHAT YOU WILL BE DOING
- New business development:
- Building and growing your own client portfolio through the firm's lead programme, referral network, and your own professional connections
- Attending and delivering client seminars and events to attract new HNW prospects
- Forming and maintaining strategic partnerships with solicitors, accountants, and other professional introducers
- Converting centrally generated leads and warm referrals into long-term client relationships
- Advice and client management:
- Providing independent holistic financial planning advice across pensions, investments, protection, and estate planning to high-net-worth private clients
- Conducting thorough fact-finds and building financial plans tailored to each client's objectives and circumstances
- Delivering regular client reviews and maintaining FCA-compliant records throughout
- Working with the in-house paraplanning and administration teams to deliver a high-quality, compliant client experience
WHAT YOU WILL NEED
- Level 4 Diploma in Financial Planning (CII DipPFS or equivalent) — essential
- Competent Adviser Status (CAS) confirmed
- Demonstrable track record in new client acquisition and revenue growth
- Confident engaging high-net-worth individuals and managing complex financial planning cases
WHAT THE FIRM PROVIDES
- Centrally generated HNW leads and a structured referral programme — a full pipeline from day one
- Full paraplanning support — reports, research, and suitability letters handled so you focus on clients
- Full administrative support — compliance, paperwork, and back-office handled by a dedicated team
- Sponsorship and support towards Chartered Financial Planner status
- Business development resources and marketing collateral
- The infrastructure, brand recognition, and scale of a nationally respected wealth management business
- A clear path to inheriting an existing client portfolio as your growth track record is established
Private Client Financial Planner in Leicester employer: Ortus Psr
Join a leading financial planning firm in Leicester that prioritises your success with a robust support system, including centrally generated high-net-worth leads and dedicated paraplanning assistance. Our collaborative work culture fosters professional growth, offering clear pathways to Chartered Financial Planner status and the opportunity to inherit an existing client portfolio as you excel. With competitive earnings potential and a focus on client relationships, this is an exceptional opportunity for those seeking a rewarding career in financial advising.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Financial Planner in Leicester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ortus Psr. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Private Client Financial Planner in Leicester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ortus Psr.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ortus Psr's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ortus Psr
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ortus Psr.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ortus Psr will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ortus Psr employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
