Senior Financial Planner | Inherit £60m AUM | Hybrid

Ortus PSR Ltd.; England; Hybrid; GBP 60,000 - 75,000; Full time

Job summary

A respected financial planning firm in Wiltshire seeks an experienced Financial Adviser to inherit and service an established client bank of around 120 families. This role involves providing holistic financial planning and conducting regular reviews to enhance client relationships and outcomes. With a strong emphasis on integrity and values, the firm offers a competitive salary of up to £75,000 and a hybrid working model, allowing for a perfect balance between in-office and remote work.

Benefits

Bonus structure

Hybrid working model

Qualifications

• Experience delivering holistic financial planning.
• Comfortable managing and nurturing an existing client bank.
• Client-centric and professional, with emphasis on integrity.

Responsibilities

• Inherit and service an existing client bank of approximately 120 families.
• Provide holistic, values-led financial planning.
• Conduct regular reviews and proactive planning conversations.

Skills

Client management

Holistic financial planning

Relationship building

Education

Diploma qualified or working towards Chartered

Job description

A respected financial planning firm in Wiltshire seeks an experienced Financial Adviser to inherit and service an established client bank of around 120 families. This role involves providing holistic financial planning and conducting regular reviews to enhance client relationships and outcomes. With a strong emphasis on integrity and values, the firm offers a competitive salary of up to £75,000 and a hybrid working model, allowing for a perfect balance between in-office and remote work.