Senior Financial Planner

Ortus PSR Ltd.; Exeter; Hybrid; GBP 78,000 - 98,000; Full time

Benefits offered by this job

Discretionary bonus up to 30%

Structured career pathway

In-house technical support

Job summary

Ortus PSR Ltd. is seeking a Senior Financial Planner to manage a high-value client portfolio in Salisbury, delivering tax, retirement, investment and estate planning. The role leverages warm introductions from the firm and a ready-made client bank.

You will work in a structured career path with in-house technical support, mentoring juniors, and a focus on growth and revenue targets.

Qualifications

• Diploma in Financial Planning or Chartered equivalent is essential.
• Proven experience advising high-value clients in a regulated environment.
• Strong knowledge of FCA regulations and compliance requirements.
• Proven track record on complex tax, retirement and estate planning cases.

Responsibilities

• Manage a portfolio of 55 high-value clients, mostly warm introductions from the wider firm.
• Deliver expert planning across tax, retirement, investment and estate planning.
• Achieve individual revenue, new business and net AUA targets.
• Build a pipeline through referral, networking and introducer relationships.
• Act as trusted adviser and escalation point for complex client queries.
• Work closely with Paraplanners and Client Executives on case management.
• Mentor junior planners and support the team's wider strategy and growth.

Skills

FCA regulations knowledge

Business development

Client relationship management

Intelliflo CRM

CashCalc financial planning software

Portfolio management

Education

Diploma in Financial Planning

Chartered status

Tools

CashCalc

Intelliflo

Job description

Senior Financial Planner | Salisbury | Established Accountancy & Wealth Planning Group

Are you a Chartered or Diploma-qualified Financial Planner looking for a genuine career pathway, not just another advice role?

We're recruiting on behalf of a well-established, multi-office accountancy and financial planning group with a strong reputation across the South West. It invests seriously in its people, with a structured career pathway, in-house technical support, and a client bank built on long-standing relationships rather than cold leads.

You'll take on a portfolio of around 55 clients across the Salisbury with access to introductions from the wider firm, advising on investable assets of £200k–£1.5m with an average case size of around £500k.

Working pattern:In the office a minimum of 3 days a week initially while building introducer relationships.

The role:

• Manage a portfolio of 55 high-value clients, mostly warm introductions from the wider firm
• Deliver expert planning across tax, retirement, investment and estate planning
• Achieve individual revenue, new business and net AUA targets
• Build a pipeline through referral, networking and introducer relationships
• Act as trusted adviser and escalation point for complex client queries
• Work closely with Paraplanners and Client Executives on case management
• Mentor junior planners and support the team's wider strategy and growth

What you'll need:

• Diploma in Financial Planning (or equivalent) — essential
• Proven experience advising high-value clients in a regulated environment
• Strong knowledge of FCA regulations and compliance requirements
• A track record on complex tax, retirement and estate planning cases
• Strong business development instincts and introducer relationship experience
• Confident with financial planning software (e.g. CashCalc) and CRM (e.g. Intelliflo)

What's on offer:

• Up to £98,000 basic salary, depending on experience
• Discretionary bonus of up to 30% of salary, based on a balanced scorecard
• A ready-made portfolio, largely warm introductions from the firm's own network
• A structured career pathway with ongoing technical and skills training