Financial Planner

Ortus PSR; Sevenoaks; Hybrid; GBP 85,000 - 98,000; Full time

Benefits offered by this job

Hybrid work

Job summary

Ortus PSR in the UK is hiring a Financial Planner for a 12-month succession role in Sevenoaks. You’ll take over a retiring adviser’s £100 million client book, with a basic salary of up to £85,000 and on-target earnings north of £100,000.

This is a hands-on, face-to-face role with hybrid working: 3 days in Sevenoaks and 2 days from home. You must hold a Level 4 Diploma in Regulated Financial Planning and have a proven track record managing client relationships and delivering holistic advice.

Qualifications

• Qualified Financial Planner/Adviser with Level 4 Diploma in Regulated Financial Planning.
• Proven track record managing client relationships and delivering holistic financial advice.
• Based within commuting distance of Sevenoaks, able to work in the office 3 days a week.

Responsibilities

• Take over and manage a £100 million client book after handover.
• Meet clients face-to-face and provide holistic financial planning across investments, retirement, pensions, estate planning, mortgages and protection.
• Collaborate with investment partners and internal teams to service clients.

Skills

Client relationship management

Holistic financial planning

Face-to-face advisory

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Financial Planner

A well-established, national Financial Planning firm is hiring a Financial Planner for a rare 12-month succession role in Sevenoaks: you'll take over a retiring adviser's £100 million client book, with a basic salary of up to £85,000 and on-target earnings north of £100,000.

Why this role

This firm believes financial planning is about a client's life, not just their money - every plan starts with understanding a client's story before any recommendation is made. It has grown into a national business managing several billion pounds of client assets by bringing together some of the UK's best independent planning practices, while keeping every office feeling like the local, relationship-led firm it always was. Clients in Sevenoaks know their planner personally, not a call centre - and protecting that continuity is the whole point of this succession plan.

The opportunity

• You'll work directly alongside the retiring adviser for 12 months, sitting in on client meetings and gradually taking the lead
• At the end of the handover you'll take full ownership of a £100 million book of loyal, established clients
• Clients are used to face-to-face meetings in the Sevenoaks office, so this is a relationship-first, in-person role at its core
• You'll build holistic plans covering investments, retirement and pensions, estate planning, and mortgages and protection
• You'll be backed by the firm's wider planning and investment teams, including an in-house investment partner

What we're looking for

Essential:

• A qualified Financial Planner/Adviser with a minimum Level 4 Diploma in Regulated Financial Planning
• A proven track record managing client relationships and delivering holistic financial advice
• Based within commuting distance of Sevenoaks, able to work in the office 3 days a week

Desirable:

• Chartered status, or actively working towards it
• Experience taking on or transitioning an existing client bank

What's on offer

• Basic salary up to £85,000, depending on experience
• Bonus structure taking total earnings north of £100,000
• A funded, structured succession onto a £100 million book - not a standing start
• Hybrid working: 3 days in the Sevenoaks office, 2 days from home
• The investment proposition, technical support and infrastructure of a national firm, inside a close-knit local team

If you're an experienced Financial Planner ready to step into a significant book of business and give a retiring adviser's clients the same continuity of care they've always had, The firm's identity will be shared with shortlisted candidates.