Financial Planner

Ortus PSR Ltd.; Reading; Hybrid; GBP 60,000 - 85,000; Full time

Benefits offered by this job

Company pension scheme

Private medical insurance

Income protection

LTIP (Long-Term Incentive Plan)

Annual CPD budget

Hybrid working

Job summary

Ortus PSR Ltd in Arundel is seeking a Financial Adviser to take over a £50m client book and continue delivering bespoke wealth management solutions.

You will work in a hybrid setup, with one day per week in the office, and will partner with a regional team to service high-net-worth clients across pensions, investments, and retirement planning.

The role offers up to £85k base plus bonus and LTIP, with transition support from retiring adviser.

Qualifications

• Experience as a Financial Adviser/Planner.
• Level 4 Diploma with Chartered status preferred or in progress.
• Proven ability to grow a portfolio of High Net Worth clients.
• Strong knowledge of financial planning strategies and retirement income solutions.
• Excellent communication and interpersonal skills.

Responsibilities

• Take over an established portfolio of high-value clients (circa £50m AUM).
• Conduct in-depth financial reviews and tailor advice across pensions, investments, tax planning, protection, and estate planning.
• Maintain high client retention through proactive servicing and relationship management.
• Leverage support from a regional team of paraplanners and administrators to streamline report writing and compliance.
• Identify opportunities to grow AUM through referrals and networking.
• Collaborate across the business to share best practice and enhance client outcomes.

Skills

Financial advisory experience

Client relationship management

Pensions & retirement planning

Holistic financial planning

Interpersonal communication

Education

Level 4 Diploma

Chartered status (preferred)

Job description

Financial Adviser – Inherit £50m Client Book | Arundel | £60k–£85k + Bonus + LTIP

A high-growth and well-capitalised wealth management firm is seeking a professional, client-centric Financial Adviser to join its Arundel-based team. The firm is known for combining whole-of-market advice with modern infrastructure, robust compliance, and a strong culture of collaboration. With private equity backing and a clear growth strategy, it offers advisers an exceptional platform for long-term career development.

Work Type: Hybrid (1 day per week office/client meetings)

Salary up to £85,000, realistic bonus potential earnings £110,000

This is a rare opportunity to inherit a well-maintained client book with c.£50 million AUM, centred around West Sussex and the surrounding area. The client portfolio is being transitioned from a long-standing Adviser who is retiring and will be actively involved in the handover, ensuring a smooth and relationship-led transition.

The role combines the security of an existing income stream with the autonomy to grow through referrals, professional introducers, and business development support.

Responsibilities

• Take over an established portfolio of high-value clients (circa £50m AUM)
• Conduct in-depth financial reviews, offering tailored advice across pensions, investments, tax planning, protection, and estate planning
• Maintain high client retention through proactive servicing and relationship management
• Leverage support from a regional team of paraplanners and administrators to streamline report writing and compliance
• Identify opportunities to grow AUM through referrals and network building
• Collaborate with peers across the business to share best practice and enhance client outcomes

Requirements

• Experience as a Financial Adviser/Planner
• Level 4 Diploma qualified (with Chartered status preferred or in progress)
• Proven ability to manage and grow a portfolio of HNW clients
• Strong knowledge of financial planning strategies, and retirement income solutions
• Exceptional communication and interpersonal skills

Benefits:

• Company pension scheme
• Private medical insurance
• Income protection
• Full paraplanning and administrative support
• Annual CPD budget
• Long-Term Incentive Plan (LTIP) – potential for future equity/partnership
• Flexible, hybrid working structure

Success Metrics

• Seamless client transition and retention during the handover period
• Maintenance and growth of the £50m AUM client base
• High levels of client satisfaction and engagement
• New business generation through referrals and networking