Ortus PSR in the UK is hiring a Financial Planner for a 12-month succession role in Sevenoaks. You’ll take over a retiring adviser’s £100 million client book, with a basic salary of up to £85,000 and on-target earnings north of £100,000.
This is a hands-on, face-to-face role with hybrid working: 3 days in Sevenoaks and 2 days from home. You must hold a Level 4 Diploma in Regulated Financial Planning and have a proven track record managing client relationships and delivering holistic advice.
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Senior Financial Planner — £100M Client Book, Hybrid in Sevenoaks employer: Ortus PSR
This well-established national Financial Planning firm offers an exceptional opportunity for a Financial Planner in Sevenoaks, where you'll inherit a £100 million client book and enjoy a competitive salary with significant earning potential. The company fosters a supportive work culture that prioritises personal relationships with clients, ensuring continuity of care while providing robust professional development and resources to help you thrive in your role. With a hybrid working model and a commitment to understanding each client's unique story, this firm stands out as an excellent employer for those seeking meaningful and rewarding employment.
