Associate Financial Adviser

Ortus PSR Ltd.; Enderby; On-site; GBP 45,000; Full time

Job summary

A financial advisory firm in Enderby is seeking an Assistant Financial Planner to accelerate into a Financial Planner role within 24 months. The position offers structured development and hands-on mentoring, focusing on high-net-worth clients in various financial planning areas. Candidates should have a Level 4 Diploma in Regulated Financial Planning and experience in financial services. The role includes a competitive salary and benefits like a bonus, car allowance, and private medical insurance.

Benefits

Bonus scheme

Car allowance

Laptop and mobile phone

Life assurance

Pension with employer contribution

26 days holiday

Private medical insurance

Free parking

Qualifications

• Experience in financial services, ideally within an IFA/wealth management environment.
• Commitment to complete Level 4 Diploma in Regulated Financial Planning.

Responsibilities

• Attend and contribute to client meetings.
• Deliver personalized client experience in financial planning.
• Prepare meeting documentation and review client communications.
• Collate and analyze client data for financial plans.
• Support business development and organize conferences.

Skills

Client relationship skills

Technical explanation confidence

Education

Part-qualified Level 4 Diploma in Regulated Financial Planning

Tools

Voyant

CashCalc

Job description

Assistant Financial Planner (2-Year Pathway to Financial Planner) – Enderby, Leicester, Leicestershire (East Midlands) – £45,000 + Bonus + Car Allowance

Fast-track your financial planning career with a Chartered firm of pension scheme specialists and wealth managers established in 1983. The team manage £1bn+ in client assets and have been recognised three times as a “Best Financial Adviser to Work For” (Professional Adviser).

Salary circa £45,000 (dependent on qualifications, knowledge and experience).

This is a select intake with limited places. If you’re serious about becoming a high‑impact Financial Planner, this is your moment to join an award‑winning, client‑first IFA where you’ll gain real client exposure, structured development and a clear route to advising your own portfolio—plus long‑term potential for equity participation and partnership.

The opportunity

• Accelerate to Financial Planner in 24 months through a structured Assistant Financial Planner programme that blends professional qualifications, supported self‑study and hands‑on mentoring from a Senior Financial Planner/Business Owner.
• Build credibility with high‑net‑worth (HNW) clients across pensions (including SIPP/SSAS), investments, protection, retirement planning and tax‑efficient strategies—developing the consultative skills top advisers are known for.
• Progress to managing your own client portfolio post‑programme, subject to competence sign‑off, performance and business need—earning trusted adviser status with long‑standing clients.

What you’ll do

• From day one, attend and actively contribute to client meetings alongside a Senior Financial Planner/Business Owner, supporting a well‑established HNW client portfolio across the UK.
• Deliver a high‑quality, personalised client experience across financial planning areas: pensions (SIPP, SSAS, defined contribution), ISA/general investment accounts, protection, cash‑flow modelling and tax planning (income tax, CGT, IHT).
• Prepare meeting documentation and review client communications for accuracy, consistency and compliance with FCA rules and Consumer Duty.
• Collate and analyse client data (income, expenditure, assets, liabilities, goals) and assist in preparing financial plans and cash‑flow models (e.g., Voyant, CashCalc).
• Support business development: nurture professional introducer relationships (solicitors, accountants), develop referral networks and help organise our annual client conference.

What you’ll bring Essential

• Part‑qualified Level 4 Diploma in Regulated Financial Planning (CII R0 exams or equivalent), with a clear plan and commitment to complete.
• Experience in financial services, ideally within an IFA/wealth management environment serving HNW/private clients or major brands.
• Strong client relationship skills; confident explaining technical concepts 1‑to‑1 in a clear, client‑friendly way.

What you’ll gain

• Bonus scheme aligned to personal development and business support during the 2‑year pathway.
• Car allowance.
• Laptop and mobile phone.
• Life assurance at 4x salary.
• Pension: 5% employer contribution, increasing with service; salary sacrifice available.
• 26 days’ holiday, increasing with continuous service.
• Private medical insurance.
• Free parking.

Genuine long‑term progression to Financial Planner, with potential for equity participation and partnership, subject to performance and business need.