Holistic Financial Planner – Hybrid | 25% Bonus + Leads

Ortus PSR Ltd.; New Penshaw; On-site; GBP 63,000 - 75,000; Full time

Job summary

A Chartered Financial Planning firm in the UK is seeking a Financial Planner to join their team. This role offers competitive compensation of up to £75,000 plus a 25% bonus, along with consistent qualified leads provided. You will focus on delivering tailored, independent financial advice, building long-term client relationships, and enjoying full administrative support. The firm fosters a collaborative environment focused on integrity and client care.

Benefits

Basic salary up to £70,000 depending on experience

Bonus structure of 25%

25 days annual leave + bank holidays

Support towards Chartered status

Full administrative support

Qualifications

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

Responsibilities

• Offering holistic financial planning advice across various areas.
• Conducting comprehensive fact-finds and utilizing cashflow modelling tools.
• Nurturing long-term client relationships focused on trust.

Skills

Client-centric mindset

Strong interpersonal and communication skills

Confidence in delivering presentations

Education

Level 4 Diploma in Regulated Financial Planning

Tools

CashCalc

Voyant

Job description

A Chartered Financial Planning firm in the UK is seeking a Financial Planner to join their team. This role offers competitive compensation of up to £75,000 plus a 25% bonus, along with consistent qualified leads provided. You will focus on delivering tailored, independent financial advice, building long-term client relationships, and enjoying full administrative support. The firm fosters a collaborative environment focused on integrity and client care.