Financial Planner

Ortus PSR Ltd.; Marlow; On-site; GBP 100,000 - 120,000; Full time

Job summary

Une entreprise de gestion de patrimoine réputée recrute un Financial Planner pour gérer un portefeuille établi d'HNW/UHNW clients. Avec un salaire compétitif, des opportunités de bonus et d'équité, ce rôle offre un soutien exceptionnel et des possibilités de progression de carrière au sein de l'équipe.

Benefits

Lucrative Bonus Structure

Equity Potential

1:2:1 Paraplanning and Admin support

Career Progression opportunities

Qualifications

• Expérience avec des clients HNW et UHNW.
• Capable de construire des relations avec des entrepreneurs basés à Londres.
• Esprit d'équipe et capacité à mentorat.

Responsibilities

• Gérer un portefeuille de clients HNW/UHNW.
• Offrir des conseils complets en matière de planification financière.
• Participer au comité d'investissement.

Skills

Estate Planning

Business Planning

Tax Advice

VCT

EIS

Client Relationship Management

Education

Chartered Financial Planner (or nearly Chartered)

Job description

Are you a Financial Planner looking to take your career to the next level?

We are working with a highly regarded, Chartered Wealth Management firm that is looking for an experienced Financial Planner to take on an established book of HNW / UHNW clients. With their existing Advisory team at full capacity, this is a rare opportunity to step into a well-managed portfolio and make an immediate impact.Typical clients have over £2.5Million AUM and are business owners with complex planning needs.

The Opportunity:

Based in Marlow, you’ll be joining a firm known for delivering bespoke financial planning solutions to Ultra High Net Worth (UHNW) clients. You’ll work three days a week in the office and two from home, giving you the flexibility to thrive in both collaborative and independent settings.

You'll be supported by a dedicated Paraplanner and Administrator, ensuring you can focus on providing exceptional client service without being bogged down by admin. Additionally, you'll have the opportunity to serve on the investment committee and play a key role in mentoring junior advisers within the team.

What’s on Offer?

Competitive Salary – £100,000 to £120,000, with flexibility + Bonus on top + Equity options
Lucrative Bonus Structure – Rewarding both client service and business development efforts.
Equity Potential – Be part of the firm’s long-term growth strategy, with future opportunities for equity participation.
Exceptional Support – 1:2:1 Paraplanning and Admin support, allowing you to focus on client relationships.
Career Progression – A place at the senior leadership table, with opportunities to shape the firm’s future direction.

Who We’re Looking For:

Chartered (or nearly Chartered and committed to completing).
Experience working with HNW and UHNW clients, providing holistic financial planning.
Strong expertise in Estate Planning, Business Planning, Tax Advice, VCT, and EIS.
A confident communicator, capable of building relationships with London-based business owners and entrepreneurs.
A team player who enjoys mentoring and contributing to the firm’s strategic vision.

If you’re looking for a highly rewarding role with an established book of clients and a clear path to equity, this is the opportunity for you.