Financial Planner

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

Job summary

A financial services firm is seeking a Financial Planner to join their team in Swindon. This role offers flexibility with hybrid and remote working options. You will work with a fixed-fee model, putting clients first while enjoying a competitive salary up to £65,000 and on-target earnings reaching £100,000. The firm encourages innovation in growing your client base and offers opportunities for equity through growth shares to those who contribute significantly. Join a mission-driven team without the traditional barriers.

Benefits

Performance-linked bonus structure

Equity opportunities through growth shares

Flexible work environment

Qualifications

• Experience in wealth management or financial planning.
• Ability to build strong client relationships.
• Proficiency in providing tailored financial advice.

Responsibilities

• Driving better financial outcomes for clients.
• Managing a diverse client base independently.
• Developing marketing strategies to attract clients.

Skills

Client relationship management

Financial planning knowledge

Communication skills

Education

Relevant financial qualifications

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…