Financial Planner

Ortus PSR Ltd.; New Penshaw; Hybrid; GBP 63,000 - 75,000; Full time

Job summary

A Chartered Financial Planning firm in the UK is seeking a Financial Planner to join their team. This role offers competitive compensation of up to £75,000 plus a 25% bonus, along with consistent qualified leads provided. You will focus on delivering tailored, independent financial advice, building long-term client relationships, and enjoying full administrative support. The firm fosters a collaborative environment focused on integrity and client care.

Benefits

Basic salary up to £70,000 depending on experience

Bonus structure of 25%

25 days annual leave + bank holidays

Support towards Chartered status

Full administrative support

Qualifications

• Experience providing independent advice to private clients.
• Solid understanding of investment, retirement, and protection solutions.
• Familiarity with financial planning tools is preferred.

Responsibilities

• Offering holistic financial planning advice across various areas.
• Conducting comprehensive fact-finds and utilizing cashflow modelling tools.
• Nurturing long-term client relationships focused on trust.

Skills

Client-centric mindset

Strong interpersonal and communication skills

Confidence in delivering presentations

Education

Level 4 Diploma in Regulated Financial Planning

Tools

CashCalc

Voyant

Job description

Financial Planner – Chartered Firm | Hybrid | Up to £75,000 + 25% Bonus | Leads Provided

Join a highly respected Chartered Financial Planning firm with a reputation for excellence in independent, holistic advice. Built on the pillars of integrity, transparency, and client care, this firm supports Financial Planners with the tools, leads, and environment needed to thrive—without pressure-selling or product targets. With robust admin support, consistent lead generation, and a collaborative team culture, this is the ideal opportunity for a driven planner focused on long-term client outcomes.

As a Financial Planner, you’ll provide high-quality, independent advice tailored to clients' individual circumstances and long-term goals. You will work with a steady stream of qualified leads, allowing you to focus on building deep client relationships and delivering real value.

The team are looking to pass on clients so you can build referrals organically.

Key duties include:

• Offering holistic financial planning advice across pensions, investments, protection, and estate planning
• Conducting comprehensive fact-finds and utilising cashflow modelling tools
• Working closely with a dedicated admin team and paraplanners to ensure seamless client service
• Nurturing long-term client relationships with a focus on trust and transparency
• Attending and following up with attendees from regular client-facing seminars
• Receiving leads through digital marketing, local professional connections, and strategic partnerships
• Maintaining full compliance with FCA regulations and internal governance

Requirements:

• Level 4 Diploma in Regulated Financial Planning
• Experience providing independent advice to private clients
• Solid understanding of investment, retirement, and protection solutions
• Client-centric mindset with strong interpersonal and communication skills
• Confidence in delivering presentations and participating in seminars
• Familiarity with financial planning tools (e.g., CashCalc, Voyant, or similar)

Benefits

• Basic salary up to £70,000 depending on experience
• Bonus structure of 25% with validation at 1.25x salary
• Full administrative support to maximise client-facing time
• Paraplanning support included for all report writing
• 25 days annual leave + bank holidays
• Support towards Chartered status and continued CPD

Qualified leads provided via:

• Online enquiries and digital campaigns
• Established professional connections in the local area
• In-house client seminars held regularly by the office
• Hybrid working model with flexibility