Chartered Financial Adviser - Ortus PSR : Job Details

Financial Planner – Join a Dynamic, Growing Team in Surrey

Are you a driven and ambitious Financial Planner looking to take your career to the next level? We’re offering a unique opportunity to join a leading Financial Planning firm in Surrey, where you’ll step into an established client bank and have the chance to grow your portfolio in a supportive, forward-thinking environment.

About the Role:

As a Financial Planner, you will take ownership of a portfolio of clients, providing expert advice on financial planning, retirement, and legacy strategies. You'll also have the opportunity to expand your client base and contribute to the success of an award-winning firm that’s renowned for excellence in the financial industry.

What We’re Looking For:

• Ideally a Chartered Financial Planner with experience of developing team members 
• Proven ability to deliver high-quality, goal-driven financial planning
• Strong skills in building and maintaining client relationships through referrals and professional networks
• Excellent communication and leadership abilities within the financial services sector

Key Responsibilities:

• Deliver tailored financial advice on retirement, legacy planning, protection, and investments
• Build and foster long-term relationships with clients, business owners, families, and trusts
• Ensure a client-first approach while adhering to regulatory standards
• Stay updated on market trends, products, and industry regulations
• Mentor and lead a small team of advisers, maintaining high professional standards

What’s in It for You:

• Competitive salary with an uncapped bonus structure based on revenue generation
• Manage and grow an existing client bank with cutting-edge technology and systems at your disposal
• Join an award-winning team recognized for industry excellence
• Full benefits package, including private medical insurance, pension, and income protection
• Access to industry-leading sales programs and full support for professional exams and qualifications
• Pathway to partnership and potential equity ownership, giving you a real stake in the firm’s future

About You:

• Currently working as a Financial Planner, ideally Chartered or close to achieving the designation
• Strong knowledge of investments, pensions, ISAs, bonds, and protection products
• Proven leadership skills with the ability to mentor junior advisers
• Excellent time management, decision-making skills, and a client-centric mindset

Ready to Elevate Your Career?

If you’re a motivated Financial Planner looking to join a firm that values professional growth, client satisfaction, and team success, apply today! This is your chance to be part of a forward-thinking, dynamic company that offers unparalleled career progression opportunities.