Financial Advisor

Ortus PSR Ltd.; Ainsdale-on-Sea; Hybrid; GBP 55,000 - 65,000; Full time

Job summary

A respected independent wealth management firm is seeking an experienced Financial Planner to inherit an established client bank and build new client relationships. This role offers growth opportunities within a supportive culture, supported by comprehensive back-office teams and flexible working options.

Benefits

Comprehensive back-office support

Hybrid working options

Growth and development support

Qualifications

• Motivated to grow your portfolio and contribute to the success of the business.
• Demonstrated experience providing quality financial advice to a diverse client base.
• Strong communication and relationship management skills.

Responsibilities

• Take over and service an existing client portfolio, delivering holistic financial planning advice.
• Identify and act on opportunities to develop additional business within the client base.
• Ensure compliance with FCA regulations and internal governance standards.

Skills

Communication

Relationship Management

Financial Advice Delivery

Education

Level 4 Diploma in Financial Planning

Job description

Financial Planner – Inherit and Build on an Established Client Bank | Southport | £55,000 - £65,000

Are you an experienced Financial Planner looking for the right platform to take your career to the next level? This is a standout opportunity to inherit an established portfolio of loyal clients while also building your own client base within a respected, independent wealth management firm based in Southport.

Why join this firm?

• Established client bank ready to inherit – take over an existing portfolio of valued clients, providing immediate opportunity to deliver high-quality financial advice.
• Growth and development focus – you will have support to develop new client relationships through effective marketing, networking, and client referrals.
• Supportive, client-first culture – this firm prides itself on integrity, professionalism, and putting clients at the centre of everything it does.
• Comprehensive back-office support – dedicated paraplanning and administration teams to enable you to focus on client relationships and business growth.
• Modern, flexible working – the firm embraces technology and offers hybrid working options to support work-life balance.

Role overview

• Take over and service an existing client portfolio, delivering holistic financial planning advice
• Identify and act on opportunities to develop additional business both within the client base and externally
• Provide advice across pensions, investments, protection, and estate/IHT planning
• Ensure compliance with FCA regulations and internal governance standards
• Build strong, lasting relationships based on trust, integrity, and client success

About you

• Level 4 Diploma in Financial Planning (or equivalent) – Chartered status or progression towards this would be advantageous
• Strong communication and relationship management skills
• Demonstrated ability to deliver quality financial advice to a diverse client base
• Motivated to grow your portfolio and contribute to the success of the business
• Ideally based within a reasonable commute of Southport (hybrid options available)

How to apply
If you are ready to take on an established client base and grow your career with a firm that supports your success, we’d love to hear from you. Apply now to learn more.