Financial Adviser

Ortus PSR; Epsom; Hybrid; GBP 68,000 - 80,000; Full time

Job summary

A financial services company in the UK seeks an ambitious Financial Planner to manage an established HNW client bank. The role promises high-quality leads and excellent earnings potential exceeding £100,000 with a competitive bonus scheme. Ideal for those looking to advance their careers while enjoying flexible working options and comprehensive support for professional growth.

Benefits

Generous bonus scheme

Flexible working options

Comprehensive benefits package

Qualifications

• Proven experience as a Financial Planner.
• Strong communication and interpersonal skills.
• Ability to develop and manage relationships with high-net-worth clients.

Responsibilities

• Manage and develop an inherited portfolio of HNW clients, providing holistic financial advice.
• Convert warm, high-value leads into lasting client relationships.

Skills

Financial planning expertise

Client relationship management

Sales skills

Job description

Financial Planner – Inherit an Established HNW Client Bank & High-Quality Leads

Existing HNW Clients | High-Quality Leads | Flexible Working

Are you an ambitious Financial Planner looking for a ready-made opportunity to accelerate your earnings and career? This role offers an inherited client bank of HNW individuals , ongoing high-value leads (typical client £500k+ to invest), and a generous bonus scheme that will see you earn well into six figures.

Salary : Up to £80,000 + Bonus (OTE £100,000+)

What’s in It for You?

Existing HNW Client Bank – Step into an established portfolio from retiring advisers High-Quality Leads – Clients with an average portfolio of £500k+ from professional introducers and digital channels Excellent Bonus Scheme – Rewards for both client retention and business growth Comprehensive Benefits – DIS, flexible benefits, pension Flex Working – Hybrid model with office and home-based options Full Support – Dedicated IFA, Paraplanning, Compliance, and Administration teams Career Growth & Study Support – Ongoing professional development towards Chartered status

Your Role

• Manage and develop an inherited portfolio of HNW clients, providing holistic financial advice.
• Convert warm, high-value leads into lasting client relationships.
• ...