Ortus Psr in Sevenoaks is hiring a Financial Planner for a 12-month succession role, taking over a retiring adviser's £100 million client book. The basic salary is up to £85,000 with on-target earnings above £100,000, reflecting a significant, relationship-led practice.
The role is hybrid, requiring three days in the Sevenoaks office and two days working from home. You will deliver holistic financial plans across investments, retirement, pensions, estate planning, mortgages, and protection,
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Senior Financial Planner - £100M Book, Hybrid in Swanley 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.
