Financial Planner - Ortus PSR : Job Details

Are you an experienced Financial Advisor looking for a dynamic opportunity to make a real impact on your clients’ financial well-being? We’re recruiting on behalf of a well-established and highly reputable wealth management firm that prides itself on delivering tailored financial solutions and first-class client service.

• Established client base – Work with engaged clients who value professional financial guidance.
• Supportive environment – Benefit from administrative and paraplanning support, allowing you to focus on advising.
• Career growth – Access ongoing professional development and opportunities to expand your expertise.
• Flexible working – A hybrid work model available for the right candidate.

As a trusted advisor, you’ll provide strategic financial planning and investment advice to individuals, helping them achieve their long-term financial goals. Your key responsibilities will include:

• Conducting in-depth assessments of clients' financial circumstances, goals, and risk tolerance.
• Developing bespoke financial plans that encompass investments, retirement, tax planning, and estate strategies.
• Keeping clients informed of market trends and adjusting strategies as needed.
• Building and maintaining strong client relationships through regular reviews and communication.
• Collaborating with accountants, solicitors, and other professionals to provide holistic financial advice.

• Strong knowledge of financial planning principles, investment products, and regulatory requirements.
• Excellent interpersonal and relationship-building skills.
• Analytical mindset with a keen eye for detail.
• Ability to communicate complex financial concepts in a clear and engaging manner.
• Level 4 Diploma in Financial Planning (or working towards it).

This is an exciting opportunity for an ambitious advisor to thrive in a client-focused, forward-thinking firm. If you’re passionate about helping clients navigate their financial journey with confidence, we’d love to hear from you.