Financial Adviser

Ortus PSR Ltd.; London; Hybrid; GBP 75,000 - 100,000; Full time

Job summary

A leading wealth management firm offers a financial planner position with an established portfolio of high-net-worth clients. This unique opportunity includes high earnings potential with an uncapped bonus structure, alongside a supportive environment that champions ethical financial planning and personal growth.

Benefits

Flexible hybrid working options

Full funding toward Chartered status

Ongoing support and development pathways

Qualifications

• Experience as a Financial Planner, IFA, or Wealth Manager.
• Ability to manage high-net-worth clients and grow relationships.
• Strong skills in building client trust and rapport.

Responsibilities

• Manage and grow an inherited book of high-net-worth clients.
• Deliver personalized financial advice on investments, retirement, tax, and estate planning.
• Convert warm leads into long-term client relationships.

Skills

Interpersonal skills

Consultative skills

Entrepreneurial mindset

Education

Level 4 Diploma in Financial Planning

Job description

Financial Planner – Step Into a Thriving HNW Client Bank with Premium Lead Flow

Established HNW Clients | Quality Leads | Hybrid Flexibility | Values-Led Advice

Ready to elevate your financial planning career with an opportunity that offers not only high earnings but also meaningful, values-based work? Join a firm that champions a "client-first, adviser-always" philosophy, and step into an existing portfolio of high-net-worth clients backed by a powerful, tech-enabled support system and consistent high-quality lead flow.

This is more than just a job—it’s a chance to align with a national wealth management group redefining the UK advice space through innovation, integration, and a relentless focus on doing what’s right.

Salary: Up to £75,000 base + Uncapped Bonus (OTE £100,000+)
Location: Chichester, Flexible hybrid model with office and home-based options

Why This Opportunity Stands Out

Inherited HNW Client Bank
Take over a warm portfolio of high-net-worth individuals from retiring advisers—offering immediate income and relationship-building potential.

Ongoing High-Quality Leads
Benefit from a consistent flow of pre-qualified leads through a multi-channel strategy including digital marketing, professional partnerships, and client referrals—average investable assets per lead exceed £500k.

Performance-Based Rewards
Uncapped bonus structure rewarding both retention and new business generation, offering genuine six-figure earning potential.

Adviser-First Support Model
Enjoy the backing of a full-service team including paraplanners, compliance, and client relationship support—letting you focus on delivering outstanding advice, not admin.

Modern, Hybrid Working
Work where you thrive—whether that’s home, office, or in the field. Embrace a flexible approach built around your lifestyle and productivity.

Values-Led Culture
Join a firm committed to long-term relationships—not quick wins. You’ll be part of a purpose-led team where integrity, transparency, and genuine client care are at the core.

Professional Development Pathway
Full funding and support toward Chartered status, alongside tailored progression pathways to help you grow your career on your terms.

What You’ll Do

• Manage and grow an inherited book of high-net-worth clients, delivering personalised financial advice across investments, retirement, tax, and estate planning.

• Convert high-value, warm leads into long-term client relationships.

• Work closely with your dedicated paraplanner and compliance partners to deliver seamless, compliant client journeys.

• Champion ethical financial planning while contributing to the firm’s growth and positive reputation.

What You’ll Bring

• Level 4 Diploma in Financial Planning (CII/Chartered/Certified); Chartered status welcomed but not essential.

• Track record of working with affluent or HNW clients as a Financial Planner, IFA, or Wealth Manager.

• Strong interpersonal and consultative skills with the ability to build deep client trust and rapport.

• Entrepreneurial mindset with the drive to grow a thriving client book.

If you’re seeking a career where you can make a real impact—financially and personally—while being empowered by a firm that places advisers at the heart of everything, we’d love to hear from you.