Senior Financial Planner — £100M Client Book, Hybrid

Ortus PSR; Sevenoaks; Hybrid; GBP 85,000 - 98,000; Full time

Benefits offered by this job

Hybrid work

Job summary

Ortus PSR in the UK is hiring a Financial Planner for a 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.

This is a hands-on, face-to-face role with hybrid working: 3 days in Sevenoaks and 2 days from home. You must hold a Level 4 Diploma in Regulated Financial Planning and have a proven track record managing client relationships and delivering holistic advice.

Qualifications

• Qualified Financial Planner/Adviser with Level 4 Diploma in Regulated Financial Planning.
• 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.

Responsibilities

• Take over and manage a £100 million client book after handover.
• Meet clients face-to-face and provide holistic financial planning across investments, retirement, pensions, estate planning, mortgages and protection.
• Collaborate with investment partners and internal teams to service clients.

Skills

Client relationship management

Holistic financial planning

Face-to-face advisory

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Ortus PSR in the UK is hiring a Financial Planner for a 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.

This is a hands-on, face-to-face role with hybrid working: 3 days in Sevenoaks and 2 days from home. You must hold a Level 4 Diploma in Regulated Financial Planning and have a proven track record managing client relationships and delivering holistic advice.