Financial Planner

Ortus PSR; Farnham; On-site; GBP 80,000 - 92,000; Full time

Job summary

A leading financial advisory firm in the UK is seeking an experienced Employed Financial Adviser to manage high-net-worth client portfolios. You will deliver comprehensive advice on pensions, investments, and retirement planning, along with industry-leading support. The ideal candidate holds a Level 4 Diploma in Regulated Financial Planning and has relevant experience. This role offers a competitive salary of £80K plus bonuses.

Qualifications

• Experience as a Financial Adviser, Wealth Manager, or IFA is required.

Responsibilities

• Manage and grow an existing portfolio of HNW clients.
• Deliver independent, holistic advice across various financial areas.
• Convert qualified leads into long-term client relationships.
• Collaborate with paraplanners and admin for client service.
• Contribute to client retention and business growth.

Skills

Client relationship management

Holistic financial advice

Portfolio management

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Employed Financial Adviser | HNW Clients + Quality Leads | £80K Basic + Bonus

Join a leading, nationally recognised Independent Financial Advisory firm with a long-standing reputation for delivering exceptional advice to high-net-worth clients. We’re offering Financial Advisers the rare opportunity to step into an established, high-value client portfolio with a consistent flow of qualified leads, industry-leading support, and the security of a competitive employed package.

Whether you're feeling underutilised, tired of chasing cold leads, or seeking greater long-term career stability, this is your chance to thrive within a respected and supportive advice framework.

Responsibilities

• Manage and grow an existing portfolio of HNW clients (average £500k+ per client)
• Deliver fully independent, holistic advice across pensions, investments, IHT, protection, and retirement planning
• Convert warm, qualified leads into long-term client relationships
• Collaborate with dedicated paraplanners and admin staff to ensure seamless client service and compliance
• Actively contribute to client retention and business growth

Requirements

• Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)
• Experience as a Financial Adviser, Wealth Manager, or IFA