Financial Adviser

Ortus PSR Ltd.; Swindon; On-site; GBP 60,000 - 75,000; Full time

Job summary

A respected financial planning firm offers an Experienced Financial Adviser role focusing on HNW clients with a £40M portfolio. The position includes comprehensive back-office support, enabling the adviser to concentrate on delivering exceptional client outcomes while enjoying competitive salary and bonus potential.

Benefits

25 days holiday + bank holidays + Christmas shutdown

5% employer pension contribution

Paid professional fees and CPD support

Flexible hybrid working

Free on-site parking

Qualifications

• Experience advising High Net Worth clients.
• Confident in holistic planning.
• Experience mentoring or coaching junior colleagues.

Responsibilities

• Deliver Lifestyle Financial Planning to an established HNW client base.
• Build strong, long-term relationships through regular review meetings.
• Identify opportunities for business growth via referrals or existing network.

Skills

Client Relationship Management

Holistic Financial Planning

Cashflow Modelling

Education

Level 4 Diploma in Financial Planning

Tools

Cashflow Planning Tools

Job description

Experienced Financial Adviser – Inherit & Grow a £40M Client Bank

Are you an experienced Financial Adviser looking to focus on delivering exceptional client outcomes – without the pressure of building a client base from scratch in an employed role?

An established and highly respected financial planning firm is offering a unique opportunity for a talented Financial Adviser to take over and develop an existing portfolio of High Net Worth clients with an approximate £40 million in Assets Under Management (AUM).

Salary: £60,000 – £75,000 per annum + Bonus + Benefits (earning potential £100,000)

Location: Client bank across Wiltshire, office is based in Swindon

This is an ideal role for someone who thrives on meaningful client interaction and wants to be supported by a dedicated back-office team, enabling them to spend more time advising and less time on admin.

What’s on Offer

• Inherit an existing client bank with £40M AUM
• Fully mapped annual reviews – focus your energy on advice, not admin
• Full back-office support: Dedicated administrator + professional paraplanning
• Quarterly bonus & business development incentives
• 25 days holiday + bank holidays + Christmas shutdown
• 5% employer pension contribution (with salary sacrifice option)
• Paid professional fees and CPD support
• Flexible hybrid working (office in Swindon with WFH options)
• Free on-site parking

What You’ll Be Doing

• Deliver Lifestyle Financial Planning to an established HNW client base
• Build strong, long-term relationships through regular review meetings
• Use cashflow planning tools to help clients achieve their financial goals
• Identify opportunities for business growth via referrals or existing network
• Collaborate with admin and paraplanning teams to ensure high-quality service delivery

About You

• Level 4 Diploma in Financial Planning (CAS status required)
• Experience advising clients, ideally HNW individuals
• Confident in holistic planning
• Skilled in using cashflow modelling software
• Professional, personable, and committed to long-term client care
• Experience mentoring or coaching junior colleagues

This is a standout opportunity for a confident, client-focused adviser to build on their career with a warm £40M client base and full operational support. Apply now to take your advisory career to the next level.