Financial Adviser

Ortus PSR Ltd.; Plymouth; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

A leading national wealth management firm is seeking an experienced Financial Planner to manage an established client bank. This role offers the opportunity to work flexibly, earning a competitive salary with additional discretionary bonuses and benefits. Ideal candidates will have a strong advisory background and a commitment to building client relationships.

Benefits

25 days holiday plus bank holidays

Private Medical Insurance

Income Protection (75% of salary after 3 months)

Death in Service cover (4x salary)

Matched pension contributions (4%)

Qualifications

• Experience in a client-facing advisory role (3–5 years).
• Fully competent in delivering advice on pensions and investments.
• Proven track record in business development.

Responsibilities

• Inherit a warm client bank of c.100 households.
• Develop long-term client relationships.
• Provide comprehensive financial advice.

Skills

Client relationship management

Holistic financial advice

Business development

Communication

Education

Level 4 qualified (DipPFS, DipFA, CISI Level 4)

Chartered (Adv.DipFA, APFS, Level 6 CISI)

Tools

Intelligent Office (IO)

Job description

Job Title: Financial Planner – Inherit Clients | Flexible Location (2–3 Days in Plymouth)

Location: Plymouth-based client bank with flexibility to work remotely
Salary: £50,000 – £80,000 + Discretionary Bonus (£10,000–£22,000) + LTIP + Full Benefits

A successful and growing national wealth management firm is seeking an experienced, qualified Financial Planner to inherit an established client bank and drive further business growth.

This is a client-facing role suited to an individual who is highly self-motivated, commercially minded, and committed to delivering a high standard of advice across pensions, investments, and protection. The firm has a collaborative and professional culture and offers the right infrastructure and long-term incentives for advisers to thrive.

Key Highlights:

• Inherit a warm client bank of c.100 households with approximately £30m AUM
• Focus on developing long-term client relationships, not transactional advice
• Flexible, hybrid model
• Bonus is based on new advice fees generated – no validation
• Long-Term Incentive Plan based on overall business performance
• Full administrative and paraplanning support provided

Candidate Requirements:

• Level 4 qualified (DipPFS, DipFA or CISI Level 4 Diploma in Financial Advice)
• Chartered (Adv.DipFA, APFS, or Level 6 CISI) or working towards is advantageous
• Minimum 3–5 years’ experience in a client-facing advisory role
• Fully competent in delivering holistic advice on pensions and investments
• Entrepreneurial approach to business development with a proven track record
• Confident communicator capable of handling client relationships and building referrals
• Experience with Intelligent Office (IO) is a strong advantage
• Willingness to travel and manage a flexible diary

Remuneration & Benefits:

• Basic salary between £50,000 – £80,000 depending on experience
• Realistic annual discretionary bonus of £10,000 – £22,000
• Participation in a Long-Term Incentive Plan (LTIP)
• 25 days holiday (increasing with service) plus bank holidays
• Private Medical Insurance (single cover)
• Income Protection (75% of salary after 3 months)
• Death in Service cover (4x salary)
• Matched pension contributions (4%)

About the Opportunity:

This is a career-defining opportunity to step into a warm advisory role with substantial AUM, and a clear path to grow your client base further. You will be part of a well-resourced and forward-thinking organisation that rewards performance and supports long-term development.

If you're an experienced adviser looking to take the next step in your career with the right support and earning potential, we want to hear from you.

Apply today for a confidential discussion.