At a Glance
- Tasks: Manage high-net-worth clients and provide holistic financial advice.
- Company: Nationally recognised IFA firm with strong support and resources.
- Benefits: Competitive salary, bonus potential, flexible working, and full admin support.
- Other info: Ideal for advisers seeking stability and growth in their careers.
- Why this job: Join a respected firm and grow your career with established clients and leads.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience with HNW clients.
The predicted salary is between 70000 - 80000 £ 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.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Financial Planner in Southport
✨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 Remote Financial Planner in Southport
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.
