Financial Planner

Ortus Psr; Swanley; Hybrid; GBP 77,000 - 94,000; Full time

Benefits offered by this job

Hybrid working

Succession into £100m book

Bonus structure

In-house investment partner support

Job summary

Ortus Psr in Sevenoaks is hiring a Financial Planner for a 12-month succession role, taking over a retiring adviser's £100 million client book. The basic salary is up to £85,000 with on-target earnings above £100,000, reflecting a significant, relationship-led practice.

The role is hybrid, requiring three days in the Sevenoaks office and two days working from home. You will deliver holistic financial plans across investments, retirement, pensions, estate planning, mortgages, and protection,

Qualifications

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

Responsibilities

• Take over a £100 million client book from the retiring adviser.
• Attend client meetings and gradually assume lead responsibility.
• Develop holistic plans covering investments, retirement/pensions, estate planning, mortgages and protection.

Skills

Relationship management

Holistic financial planning

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.