Financial Planner

Ortus PSR Ltd.; Cheltenham; Hybrid; GBP 65,000 - 85,000; Full time

Job summary

A progressive financial planning firm in Cheltenham is seeking an experienced Financial Adviser to provide holistic financial advice. The ideal candidate will manage a client portfolio, develop new business, and collaborate with a supportive team. This role offers a competitive salary (£65,000 – £85,000) plus performance-linked bonuses, unlimited holidays, and a flexible working environment.

Benefits

Salary £65,000 – £85,000 + Bonus (OTE £100,000 – £120,000)

Flexible / Remote Working Environment

Unlimited Holiday – Freedom with Accountability

Administrative & Paraplanning Support

Dedicated Marketing & Lead Generation Assistance

Future Growth-Share / Equity Options

Qualifications

• Proven experience advising private clients within wealth management.
• Strong interpersonal and communication skills essential.
• Proactive attitude with passion for client service.

Responsibilities

• Deliver comprehensive financial planning across pensions, investments, and protection.
• Build and maintain long-term client relationships based on trust and clarity.
• Develop new business through proactive engagement, referrals, and networking.

Skills

Strong interpersonal and communication skills

Proactive and commercially aware

Ethical and collaborative approach

Education

Level 4 Diploma in Financial Planning (DipPFS or equivalent)

Chartered status or progression toward it preferred

Job description

Overview
This is a financial planning firm built around people, not profit. Its mission is to deliver exceptional client outcomes while creating an environment where advisers can thrive.

As an employed Financial Adviser, you’ll join a progressive, high‑growth business that values initiative, accountability, and collaboration. You’ll have the freedom to work flexibly, the support to deliver outstanding advice, and the opportunity to help shape a company that’s redefining what a great planning firm looks like.

Why This Firm?

• Client-First Culture: Advice is driven by integrity, not sales pressure.
• Freedom with Responsibility: Manage your diary, work remotely, and take unlimited holidays — measured by results, not hours.
• Flat Structure: No bureaucracy or layers of management — decisions are fast and collaboration is direct.
• Career Progression: Clear path to senior planning roles, leadership, and long‑term growth incentives.
• Real Reward: Competitive employed salary with transparent, performance‑linked bonuses.

The Role
You’ll provide holistic financial advice to clients across all life stages — from professionals building wealth to retirees seeking long‑term security. You’ll manage part of an existing client portfolio while also developing new relationships through referrals, inbound leads, and your own network.

With administrative and paraplanning support behind you, your focus will stay on delivering high‑quality advice, nurturing relationships, and contributing to the firm’s continued growth.

Key Responsibilities

• Deliver comprehensive financial planning across pensions, investments, and protection.
• Build and maintain long‑term client relationships based on trust and clarity.
• Develop new business through proactive engagement, referrals, and networking.
• Collaborate with colleagues to ensure consistent, high‑quality client service.
• Contribute to the firm’s development through ideas and continuous improvement.

What You’ll Bring

• Level 4 Diploma in Financial Planning (DipPFS or equivalent).
• Chartered status or progression toward it preferred.
• Proven experience advising private clients within wealth management.
• Strong interpersonal and communication skills.
• Proactive, commercially aware, and passionate about client service.

What You’ll Receive

• Salary £65,000 – £85,000 + Bonus (OTE £100,000 – £120,000)
• Flexible / Remote Working Environment
• Unlimited Holiday – Freedom with Accountability
• Administrative & Paraplanning Support
• Dedicated Marketing & Lead Generation Assistance
• Future Growth‑Share / Equity Options

Culture & Values

• Clients First, Always – every decision starts with the client’s best interests.
• Fast Hands, Fine Finish – efficient, accurate, and consistent delivery.
• No Red Tape – simple processes, swift decisions, clear communication.
• Freedom with Responsibility – autonomy balanced with accountability.
• Shape It, Don’t Wait For It – initiative and ideas are valued and actioned.

This is a firm for advisers who want to deliver advice the right way — ethically, collaboratively, and without unnecessary barriers.

Apply Now
If you’re an experienced Financial Adviser seeking a progressive environment that values trust, independence, and long‑term success, we’d love to hear from you.

Apply today and take the next step in a career built on purpose and people.