Financial Planner

Ortus PSR Ltd.; London; Hybrid; GBP 70,000 - 80,000; Full time

Job summary

Join a leading IFA firm as a Financial Planner, managing high-net-worth clients while enjoying substantial earning potential and support from established infrastructure. This role offers a generous salary, ongoing leads, and a hybrid working model, making it ideal for driven advisers looking for stability and growth.

Benefits

Bonus structure

Flexible working model

Paraplanning and admin support

Pension and private medical benefits

Support for further qualifications and CPD

Qualifications

• Experience as a Financial Adviser/IFA/Wealth Manager serving HNW clients.
• Commitment to high ethical standards and exceptional outcomes.
• Proven relationship-building skills.

Responsibilities

• Manage and nurture relationships with HNW clients.
• Provide holistic advice on pensions, investments, and retirement planning.
• Collaborate with paraplanners and admin for compliant advice delivery.

Skills

Strong relationship-building

Commercial awareness

Ethical standards

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Financial Planner – Inherit HNW Clients & Build Your Future with the Backing of a National IFA

£70,000 – £80,000 Basic + High-Quality Clients + Bonus (OTE £100k+) | Flexible Working | Full Paraplanning & Admin Support

Are you a driven Financial Adviser seeking the perfect blend of autonomy and backing from a nationally recognised IFA firm? This is your opportunity to take over an established portfolio of high-net-worth clients, benefit from a regular flow of quality leads, and receive the support and infrastructure needed to scale your business – all while enjoying the security of an employed salary of up to £80,000.

Why This Opportunity Stands Out

This isn't a cold-start role or commission-only proposition. It's a chance to plug into a proven, professional advice framework with existing client relationships, full admin and compliance support, and high-value new enquiries delivered to you consistently. Whether you're stagnating in your current role, tired of limited leads, or looking for long-term career support with a respected name in the market – this opportunity is designed for you.

What You’ll Get

• £70,000 – £80,000 basic salary depending on experience

• Realistic OTE of £100k+ through a transparent and rewarding bonus structure

• Immediate HNW client bank from retiring advisers (average portfolio size £500k+)

• Ongoing, high-quality leads from established introducer relationships and digital channels

• Hybrid working model – blend of remote and regional office work

• Paraplanning, admin & compliance support – so you can focus on advising

• Full tech stack and CRM to streamline your client work

• Pension, DIS, private medical, and other flexible benefits

• Chartered support – Full backing for further qualifications and CPD

What You'll Be Doing

• Take ownership of a loyal HNW client bank and nurture long-term relationships

• Provide fully independent, holistic advice across pensions, investments, IHT, protection, and retirement planning

• Convert warm, qualified leads into valuable client relationships

• Collaborate with in-house paraplanners and admin support to ensure smooth and compliant advice delivery

• Contribute to ongoing growth, client retention, and service excellence

What You’ll Bring

• Level 4 Diploma in Regulated Financial Planning (minimum)

• A track record as a Financial Adviser/IFA/Wealth Manager, ideally with experience serving HNW clients

• Strong relationship-building skills and commercial awareness

• A commitment to high ethical standards and delivering exceptional outcomes

Ideal for...

• Advisers currently limited by a lack of leads or support

• Those working in self-employed models seeking more stability

• IFAs with client-facing experience who want to grow with national backing

If you're ready to step into a role that offers both quality clients and serious earning potential – without starting from scratch – apply today and start the next chapter of your advising career.