Financial Planner

Ortus PSR Ltd.; Girton; On-site; GBP 50,000 - 75,000; Full time

Job summary

A leading firm in Cambridge is seeking a Financial Planner to deliver high-quality financial advice and manage relationships with high-net-worth clients. This role emphasizes client-centric solutions and offers support for professional development including advancements towards Chartered status.

Qualifications

• At least five years of experience in financial services.
• Strong focus on client relationships and retention.
• Ambition to achieve Chartered status.

Responsibilities

• Deliver comprehensive advice on pensions, investments, and tax-efficient strategies.
• Manage a portfolio of high-net-worth clients.
• Analyse clients’ financial needs and provide tailored recommendations.

Skills

Client Relationship Management

Communication

Organizational Skills

Financial Analysis

Proactivity

Education

QCF Level 4 (essential)

Desired: QCF Level 6 (Chartered status)

Tools

Voyant

CURO

Job description

Advance Your Career as a Financial Planner – Join a Team That Values Excellence

Location: Cambridge
Salary: Highly competitive, with an excellent benefits package and support for professional development

Are you looking for a role where you can focus on delivering quality financial advice while building long-term relationships with clients? This is an opportunity to join a respected and well-established firm that prioritises personal service, client outcomes, and the development of its team.

Why This Role Stands Out

• Established Reputation: Work with a firm known for its client-first approach and commitment to high standards.
• Client Focus: Build meaningful relationships, delivering tailored advice that helps clients achieve their financial goals.
• Professional Development: Receive full support to advance your qualifications, including working towards Chartered status, alongside ongoing CPD opportunities.
• Team Environment: Join a collaborative and supportive team that values integrity, respect, and expertise.
• Modern Tools & Resources: Access industry-leading software and resources to enhance client outcomes.

Your Role
As a Financial Planner, you will:

• Deliver comprehensive advice on pensions, investments, protection, and tax-efficient strategies.
• Manage a portfolio of high-net-worth clients, building strong and lasting relationships.
• Analyse clients’ financial needs and provide tailored recommendations to help them achieve their objectives.
• Work closely with colleagues and in-house specialists to ensure seamless, compliant service delivery.
• Identify new opportunities through referrals and professional networks.
• Maintain regular reviews with clients, ensuring their plans remain aligned with their goals and circumstances.

About You

• Experienced Professional: You’ll have at least five years of experience in financial services, with a strong focus on client relationships and retention.
• Qualified & Committed: QCF Level 4 qualification is essential, with the ambition to achieve Chartered status (QCF Level 6 preferred).
• Strong Communicator: You can build trust and rapport with clients, presenting complex information in an easy-to-understand way.
• Proactive & Organised: You’re self-motivated, detail-oriented, and comfortable managing a dynamic workload.
• Tech-Savvy: Familiarity with financial planning tools like Voyant and CURO will be an advantage.

What’s on Offer
This is a fantastic opportunity to further your career with a firm that values your expertise and supports your ambition. You’ll have the chance to work with high-net-worth clients, backed by a team that shares your commitment to excellence.

How to Apply
If this sounds like the next step in your financial planning career, apply now and discover how this role can help you grow and succeed.