Financial Planner - Ortus PSR : Job Details

Financial Adviser – Up to £75,000 + Hybrid Working

Empower clients to achieve their financial aspirations while enjoying the flexibility and support of a dynamic wealth management firm.

The Opportunity

Join a client-centric wealth management firm as a Financial Adviser, managing an enviable portfolio of 30 high-net-worth clients, each with an average of £600,000 in Assets Under Management (AUM). Benefit from a hybrid working model, with 3 days in the office and 2 from home, alongside steady incoming client enquiries to grow your portfolio organically. This is a role that balances exceptional client service with the opportunity to expand your professional expertise.

Why Join Us?

Attractive Salary: Up to £75,000 plus performance bonuses.

Comprehensive Benefits: Pension, life insurance, private healthcare, online GP access, generous holiday allowance with buy-more options, and discounted shopping schemes.

Support for Growth: Full coverage of training and qualification costs, mentoring opportunities, and clear pathways for career advancement.

Hybrid Working Model: Flexibility to work remotely 2 days a week, ensuring a balanced work-life dynamic.

What You’ll Do

Client Management: Oversee and nurture a portfolio of high-net-worth clients, delivering ongoing advice and regular financial reviews  with 12-1 Paraplanning and Admin support.  

Tailored Solutions: Provide bespoke financial advice on investments, pensions, tax planning, and more, ensuring each client’s unique goals are met.

Collaboration: Work closely with para-planners and administrators to produce lifetime cashflow forecasts, suitability reports, and actionable financial plans.

New Business Development: Convert steady, high-quality enquiries generated by the firm into long-term client relationships.

Expert Guidance: Leverage your expertise to assist colleagues and contribute to a supportive, growth-focused team culture.

What We’re Looking For

Qualified Professional: Level 4 Diploma in Financial Planning (Chartered status preferred).

Proven Experience: A strong track record of advising high-net-worth clients, with an ability to provide clear and practical financial advice.

Technical Proficiency: Solid knowledge of cashflow modelling, pensions, investments, and tax planning.

Relationship-Builder: Exceptional interpersonal skills, with the ability to build trust and foster long-term client relationships.

Collaborative Mindset: A team player eager to contribute to a positive and supportive work environment.

Next Steps

If you're ready to advance your career as a Financial Adviser with a firm that values professional development, work-life balance, and exceptional client service, we’d love to hear from you.

Apply now and take the next step toward a fulfilling career in wealth management.