Financial Planning Manager

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

Job summary

A leading wealth management firm is seeking a Financial Planning Manager to spearhead their UK proposition. This role offers the opportunity to take direct ownership of the business trajectory, advance to directorship, and possibly participate in equity. Candidates should possess strong technical knowledge in financial planning and a proven track record in client-focused environments. Flexible working arrangements are available.

Benefits

Flexible working arrangements

Regular salary reviews based on growth

Qualifications

• Minimum Level 4 qualified; ideally Chartered or Certified Financial Planner.
• Holds a current Statement of Professional Standing (SPS).
• Strong technical knowledge across UK financial products.

Responsibilities

• Provide fee-based financial planning advice across various domains.
• Ensure compliance with FCA regulations and shape the delivery of services.
• Build long-term relationships with high-net-worth clients.

Skills

Communication

Client-first approach

Ethical standards

Commercial awareness

Technical knowledge

Education

Level 4 qualified

Chartered Financial Planner

Certified Financial Planner

Job description

Financial Planning Manager — Help Build and Lead a UK Wealth Management Business (Equity Opportunity)

We are recruiting on behalf of a well-established wealth management business who are now focused on developing its UK wealth management proposition as part of its next phase of growth.

This is a rare opportunity for a skilled and ambitious Financial Planning Manager to take ownership of the UK proposition, with a clear pathway to directorship in the short term and the potential for equity participation in the near future.

The Opportunity

• Take a leading role in developing and delivering a UK wealth management proposition built on integrity, professionalism, and long-term client care.
• Join a small, collaborative team where your contribution will directly influence the success of the business.
• Flexible working arrangements available, including hybrid and remote options.
• Clear route to directorship and equity participation as the UK business grows.
• Regular salary reviews reflecting client transitions and business growth milestones.

Responsibilities

• Provide clear, ethical, fee-based financial planning advice across investments, pensions, tax mitigation, protection, and cashflow modelling.
• Shape and lead the delivery of the UK wealth management business in line with the firm’s values and client service standards.
• Ensure all advice and processes comply with FCA regulations, Consumer Duty, AML, and other relevant legislation.
• Build long-term relationships with high-net-worth and mass-affluent clients.
• Play a hands-on role at the outset, with scope to build and lead a team as the business develops.

About You

• Minimum Level 4 qualified; ideally a Chartered Financial Planner or Certified Financial Planner.
• Holds a current or recent Statement of Professional Standing (SPS).
• Demonstrated success delivering fee-based financial advice in a professional environment.
• Experience promoting investment management solutions (not managing investments directly).
• Strong technical knowledge across UK financial products: investments, pensions, protection, and tax strategies.
• Excellent communicator with a client-first approach and high ethical standards.
• Commercially aware, with the drive to help grow a business and progress to directorship.

This is a unique chance to help build and lead a UK wealth management business within an established, client-focused firm. Apply now for a confidential discussion.