Financial Planner

Ortus PSR Ltd.; Sunderland; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A prestigious Chartered Financial Planning firm in Sunderland is seeking a Financial Planner. You'll provide high-quality, independent financial advice and have a steady stream of qualified leads. The ideal candidate will possess a Level 4 Diploma and experience in providing independent advice. Benefits include a salary of up to £70,000 plus a 25% bonus, along with support towards Chartered status and more.

Benefits

Up to £70,000 salary

25% bonus structure

25 days annual leave + bank holidays

Full administrative support

Paraplanning support

Support towards Chartered status

Qualifications

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

Responsibilities

• Offer holistic financial planning advice across various areas.
• Conduct comprehensive fact-finds and utilise cashflow modelling tools.
• Nurture long-term client relationships with a focus on trust.

Skills

Client-centric mindset

Strong interpersonal 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 £70,000 + 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.

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