Chartered Financial Planner

Ortus PSR Ltd.; Huddersfield; On-site; GBP 75,000 - 85,000; Full time

Job summary

A wealth management firm in Huddersfield seeks a Chartered Financial Adviser to inherit a £40M client portfolio. Responsibilities include managing existing clients and developing new business opportunities. The candidate should be a Chartered Financial Planner with strong compliance and client management skills. Competitive compensation includes a base salary of £75,000–£85,000 with bonus potential and hybrid working options.

Benefits

Base salary of £75,000–£85,000

Up to £8,000 compliance bonus

New business bonus structure

Hybrid working options

Paraplanning & Admin Support

Qualifications

• Chartered status or working towards it.
• Proven ability to manage and grow client portfolios.
• Strong attention to compliance and detail.

Responsibilities

• Manage an inherited client bank of 100 households with £40M AUM.
• Conduct annual financial reviews for clients.
• Deliver holistic financial planning advice across various areas.

Skills

Client portfolio management

Strong compliance record

Confidence with HNW clients

Proficiency in financial planning systems

Entrepreneurial mindset

Education

Chartered status (CII or equivalent)

Tools

Intelliflo Office

Job description

Chartered Financial Adviser – Inherited £40M AUM Client Bank + Equity Potential

“A rare opportunity to inherit a £40M client portfolio – and build a future with equity.”

A dynamic and expanding wealth management firm is seeking a Chartered Financial Adviser to join its high-performing advisory team. Known for its commitment to integrity, compliance, and exceptional client care, the firm offers the successful candidate the chance to inherit an established portfolio of approximately 100 households with £40 million AUM, alongside the opportunity to build a pathway to equity.

With a strong emphasis on quality financial planning and long-term relationships, the firm provides a supportive environment where advisers can focus on both servicing existing clients and developing new business opportunities.

Responsibilities

• Manage and service an inherited client bank of approximately 100 households with £40M in assets under management.
• Conduct annual financial reviews and ensure suitability letters are completed within two weeks of each client meeting.
• Maintain 95%+ file quality in line with FCA and internal compliance standards.
• Deliver holistic financial planning advice across investments, pensions, protection, tax, and estate planning.
• Develop and grow a personal client bank through referrals and self-generated business.
• Contribute to strategic business planning, with a potential route to director-level responsibility for senior candidates.

Candidate Profile

The ideal candidate will be a Chartered Financial Planner (CII or equivalent) with a blend of strong technical knowledge and commercial drive. They will be equally comfortable nurturing long-term client relationships and building new ones from the ground up.

Essential Skills & Experience:

• Chartered status (or working towards).
• Proven ability to manage and grow client portfolios.
• Strong compliance record and attention to detail.
• Confident communicator with HNW and younger, tech-savvy clients.
• Proficient in Intelliflo Office (or similar CRM/financial planning systems).
• Entrepreneurial mindset and interest in potential equity ownership.

Compensation & Benefits

• Base Salary: £75,000– £85,000 (dependent on experience and seniority).
• Compliance Bonus: Up to £8,000 for maintaining a 95% file completion rate.
• New Business Bonus Structure:
  • 10% on first £60,000 in fees
  • 20% on £60,000–£90,000
  • 30% on £90,000–£120,000
  • 50% on fees above £120,000
• Team Bonus: 10% of turnover above team targets, shared equally.
• Equity Potential: Clear pathway to ownership for advisers who demonstrate the ability to generate new business
• Hybrid Working Options: Flexible work model with office and remote blend.
• Paraplanning & Admin Support: To enable focus on client-facing activities.