Financial Planner

Ortus PSR; Oxford; Hybrid; GBP 55,000 - 65,000; Full time

Job summary

A values-driven advisory firm in the UK is looking for a Financial Planner to provide high-quality financial advice in a hybrid/remote capacity. This role allows for freedom in growing your client base and offers a competitive salary, with the potential to earn up to £100,000 through bonuses. Strong client relationship management skills and financial planning expertise are essential, as is a willingness to contribute to a collaborative culture focused on client success.

Benefits

Performance-linked bonus structure

Equity options available

Flexible work environment

Qualifications

• Experience in financial planning with a focus on client-centered service.
• Ability to manage client relationships effectively and grow client base.
• Strong communication skills for client interactions.

Responsibilities

• Deliver high-quality financial advice with transparent pricing.
• Grow client base through various strategies like content creation and referrals.
• Contribute to the firm's growth by participating in collaborative projects.

Skills

Client relationship management

Financial advisory expertise

Communication skills

Job description

Financial Planner – Values-Led, Fixed-Fee Advisory Firm (Hybrid / Remote)

This is not your traditional wealth management firm.

Built to challenge an industry too often driven by profit, this firm puts clients first—always. Operating with a fixed-fee model, it’s designed to serve both ambitious wealth builders and retirees alike, combining high-quality financial advice with transparent pricing.

Planners here are treated like partners, not just employees. It’s a flat-structured, tech-enabled business with a fast-moving, collaborative culture and a mission to drive better financial outcomes for clients—without the red tape.

You’ll be rewarded not only for the value you deliver to your clients, but also for your contribution to the growth and development of the firm. Base salary is up to £65,000, with on-target earnings of £95,000–£100,000 through a performance-linked bonus structure and regular salary reviews to reflect your impact.

Opportunities for equity through an option or growth share scheme for individuals who significantly contribute to the business’s growth and culture.

• Freedom with Responsibility: You decide how to grow your client base—whether that’s through content creation, events, or referrals. Work remotely, flexibly, and on your terms—as long as your clients thrive.
• Lead Generation Support: You’ll receive qualified leads, as well as marketing support and bud…