Financial planner

Ortus PSR Ltd.; Huddersfield; On-site; GBP 60,000 - 70,000; Full time

Job summary

A growing financial services firm in Huddersfield is seeking an experienced Financial Advisor to manage a client bank, conduct reviews, and ensure compliance. The position offers a base salary of £60,000 – £70,000 plus bonuses for new business generation and compliance. Join a supportive team where your ambition is rewarded with career growth and substantial earning potential.

Benefits

Full Paraplanning and Admin support

Flexible working - WFH

Significant bonuses potential

Qualifications

• Minimum of 3 years of experience as a financial advisor.
• Proven track record in managing client relationships and compliance.

Responsibilities

• Maintain and service a dedicated client bank of approximately 150 households.
• Conduct regular client reviews and complete suitability letters.
• Proactively generate new business from existing clients.

Skills

Holistic financial planning

Client relationship management

Compliance

Business development

Attention to detail

Job description

Financial Planner | Manage a client bank |Be part of a growing firm where compliance meets ambition – and ambition is rewarded

A growing financial services firm dedicated to delivering exceptional client care and building long-term trusted relationships. The supportive environment enables advisors to thrive while maintaining the highest standards of professionalism and compliance. We are now seeking an experienced and Financial Advisor to join the team and help shape the future of our firm.

Salary: £60,000 – £70,000 + bonuses & flexible working WFH

You get full Paraplanning and Admin support so you can focus on meeting clients and building relationships

As a Financial Advisor, you will be responsible for:

• Servicing and maintaining a dedicated client bank (approx. 150 households, circa 40M AUM).
• Conducting regular client reviews and completing annual suitability letters within two weeks of each meeting.
• Ensuring full compliance and maintaining thorough, accurate client files.
• Proactively generating new business and expanding your client base from the exiting clients

Your initial focus will be on:

• Servicing the existing client bank.
• Completing suitability letters promptly.
• Maintaining the highest compliance standards.

Candidate Profile

• We are seeking an experienced financial advisor who is:
• Skilled in holistic financial planning and client relationship management.
• Highly compliant, with meticulous attention to detail.
• Proactive, commercially minded, and capable of developing new business.
• Confident working with well-informed clients.

Compensation & Benefits

Base salary: £55,000 – £65,000

Compliance bonus: £8,000 for maintaining a 95% file completion rate (reduced for lower levels).

New business bonus:

10% of first £60,000

20% of £60,000 – £90,000

30% of £90,000 – £120,000

50% of earnings above £120,000

Why Join?

This role offers both challenge and reward. You will work in a dynamic environment, adapting to evolving client needs and compliance requirements, while enjoying the opportunity to grow professionally and earn significant bonuses.