Financial Planner

Ortus PSR Ltd.; North East; On-site; GBP 70,000 - 95,000; Full time

Job summary

A well-established wealth management firm is seeking an experienced Financial Adviser in Tonbridge, offering £70k–£95k plus bonuses. The role involves managing an existing client book while providing comprehensive financial advice across various areas. Applicants should have a Level 4 Diploma in Regulated Financial Planning and a proven track record in client retention. Benefits include a pension scheme, private medical cover, and enhanced annual leave.

Benefits

Pension scheme

Private medical cover

Income protection

Enhanced annual leave

Annual CPD and training support

Long-Term Incentive Plan (LTIP)

Qualifications

• An Experienced Financial Adviser/Financial Planner.
• Demonstrable success in retaining and growing a client base.
• Solid knowledge of wealth management products.

Responsibilities

• Take over and nurture an existing, well-maintained client book.
• Deliver holistic financial advice across various domains.
• Build strong relationships with clients.

Skills

Client-friendly communication skills

Knowledge of wealth management products

Proficiency with financial planning tools

Education

Level 4 Diploma in Regulated Financial Planning

Tools

CRM systems

Job description

Financial Planner – Inherit Established Client Book | Tonbridge | £70k–£95k + Bonus + LTIP

A fast-growing and forward-thinking wealth management firm is seeking an experienced Financial Adviser to join its Tonbridge office. Backed by significant private equity investment, the firm provides whole-of-market, client-centric financial advice, combining cutting-edge technology with a culture rooted in collaboration, integrity, and long-term development. You will be working with a retiring adviser who is looking to hand over a client book that is currently generating circa £80Million AUM.

With a national presence and an ambitious growth trajectory while keeping a local regional feel, the business offers a rare opportunity for advisers looking to build their careers with access to existing clients, modern infrastructure, and a strong support team.

Base Salary: up to £95,000 and the opportunity to earn circa £120,000 with bonuses

Bonus: Revenue-linked performance bonuses and yearly pay rises

Work Type: Office-based 3–4 days per week to ensure successful client transition and the clients are used to meeting at the office.

Responsibilities

• Take over and nurture an existing, well-maintained client book
• Deliver holistic financial advice across investments, pensions, IHT planning, protection, and tax-efficient vehicles
• Build strong relationships with clients to understand life goals and deliver tailored financial planning solutions
• Conduct regular financial reviews, staying compliant with evolving regulatory standards
• Identify opportunities for client referrals and new business development
• Work closely with a regional paraplanning and admin team to ensure high service delivery standards
• You will have a dedicated Administrator to support you

Requirements:

• An Experienced Financial Adviser/Financial Planner
• Level 4 Diploma in Regulated Financial Planning
• Demonstrable success in retaining and growing a client base
• Solid knowledge of wealth management products
• Clear, client-friendly communication skills with an empathetic, ethical approach
• Proficiency with financial planning tools, CRM systems, and a tech-enabled advice model

Benefits:

• Pension scheme
• Private medical cover
• Income protection
• Enhanced annual leave
• Annual CPD and training support
• Long-Term Incentive Plan (LTIP) – offering potential equity/partnership based on performance and cultural alignment

Key Metrics for Success:

• Smooth transition and retention of inherited clients
• Generation of new business via referrals and professional connections
• High-quality, compliant financial advice
• Engagement with internal systems and best practices

How to Apply

Applications are now open for experienced advisers looking to step into a fully supported, client-ready role. The interview process includes three stages: