Financial Planner

Ortus PSR Ltd.; Exeter; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

A leading chartered financial planning firm is seeking an experienced Financial Planner in Exeter. This role focuses on delivering comprehensive, client-centered financial advice while nurturing long-term relationships. Candidates are expected to possess a Level 4 Diploma and experience in the UK, along with a passion for client engagement and strategic development.

Benefits

Bonus structure

Hybrid working options

Professional development opportunities

Qualifications

• Experience as a Financial Adviser in the UK.
• Working towards Chartered status.

Responsibilities

• Deliver personalised, client-focused financial planning advice.
• Build and maintain long-term client relationships.
• Conduct comprehensive reviews of client strategies.
• Engage deeply with clients to tailor advice to their objectives.
• Develop new business through internal referrals and networking.

Skills

Client engagement

Business development

Financial planning

Networking

Education

Level 4 Diploma

Job description

A leading chartered financial planning firm is seeking an experienced Financial Planner to join their dynamic team. This established practice prides itself on delivering comprehensive and integrated financial planning services to a diverse portfolio of business and private clients.

Salary up to £100,000 + bonus & hybrid working

The successful candidate will play a pivotal role in nurturing existing client relationships and expanding the business through an extensive internal network of accountants and business advisers. This position is perfect for someone who is passionate about meaningful client engagement, understanding individual goals, and providing strategic advice that creates genuine impact beyond mere regulatory compliance.

Exceptional Client Culture

The firm has built its reputation on fostering deep, long-standing relationships with clients. Rather than transactional interactions, they focus on becoming trusted advisers who understand each client's evolving needs and life circumstances. The existing client base consists of high-quality individuals and businesses who value ongoing professional relationships and sophisticated financial planning.

Collaborative Environment

The working culture emphasises collaboration, mutual support, and professional growth. Team members work together in a friendly yet professional atmosphere where knowledge sharing is encouraged and collective success is celebrated. The firm believes that a positive internal culture directly translates to exceptional client service.

Growth and Development Focus

The organisation is committed to ongoing professional development, offering support for further specialisation and career advancement. This includes access to training, industry events, and opportunities to develop expertise in specific areas of financial planning.

Key Responsibilities

• Delivering personalised, client-focused financial planning advice that addresses individual circumstances and objectives
• Building and maintaining long-term relationships with existing clients through regular engagement and proactive communication
• Conducting comprehensive reviews to ensure ongoing suitability of recommendations and adapting strategies as client needs evolve
• Engaging deeply with clients to understand their personal and business objectives, ensuring all advice is tailored and relevant

• Developing new business opportunities through the established internal referral network
• Building relationships with introducers and professional connections
• Networking and presenting to groups of professionals to raise awareness of services
• Contributing actively to meeting business targets while maintaining focus on client satisfaction

To be considered:

An experience Financial Adviser in the UK

Level 4 Diploma and working towards Chartered