Senior Financial Planner: High-Value Clients & Structured Path

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

Benefits offered by this job

Up to £98,000 basic salary

Discretionary bonus up to 30%

Ready-made portfolio of warm leads

Structured career pathway

Job summary

Ortus PSR Salisbury, a well-established accountancy and wealth planning group, is seeking a Chartered or Diploma-qualified Senior Financial Planner to join its team. You will manage a portfolio of 55 high-value clients and deliver expert tax, retirement and estate planning advice within a regulated environment.

You'll benefit from a structured career pathway, in-house technical support, warm introductions from the firm, and a discretionary bonus up to 30% of salary, with a basic salary up to

Qualifications

• Essential Diploma in Financial Planning (or equivalent).
• Proven experience advising high-value clients in a regulated environment.
• Strong knowledge of FCA regulations and compliance.
• Track record on complex tax, retirement and estate planning cases.
• Strong business development and introducer relationship experience.
• Proficient with financial planning software (CashCalc) and CRM (Intelliflo).

Responsibilities

• Manage a portfolio of 55 high‑value clients with warm introductions.
• Deliver expert planning across tax, retirement, investment and estate planning.
• Achieve individual revenue, new business and net AUA targets.
• Build a pipeline through referrals, networking and introducer relationships.
• Act as trusted adviser and escalation point for complex client queries.
• Collaborate with Paraplanners and Client Executives on case management.
• Mentor junior planners and support team growth.

Skills

Business development

Introducer relations

Regulatory compliance

Client management

Education

Diploma in Financial Planning

Tools

CashCalc

Intelliflo

Job description

Ortus PSR Salisbury, a well-established accountancy and wealth planning group, is seeking a Chartered or Diploma-qualified Senior Financial Planner to join its team. You will manage a portfolio of 55 high-value clients and deliver expert tax, retirement and estate planning advice within a regulated environment.

You'll benefit from a structured career pathway, in-house technical support, warm introductions from the firm, and a discretionary bonus up to 30% of salary, with a basic salary up to