Values-Driven Financial Planner | Fixed-Fee Advisory Remote

Ortus PSR; Swindon; Hybrid; GBP 55,000 - 65,000; Full time

Job summary

A financial services firm is seeking a Financial Planner to join their team in Swindon. This role offers flexibility with hybrid and remote working options. You will work with a fixed-fee model, putting clients first while enjoying a competitive salary up to £65,000 and on-target earnings reaching £100,000. The firm encourages innovation in growing your client base and offers opportunities for equity through growth shares to those who contribute significantly. Join a mission-driven team without the traditional barriers.

Benefits

Performance-linked bonus structure

Equity opportunities through growth shares

Flexible work environment

Qualifications

• Experience in wealth management or financial planning.
• Ability to build strong client relationships.
• Proficiency in providing tailored financial advice.

Responsibilities

• Driving better financial outcomes for clients.
• Managing a diverse client base independently.
• Developing marketing strategies to attract clients.

Skills

Client relationship management

Financial planning knowledge

Communication skills

Education

Relevant financial qualifications

Job description

A financial services firm is seeking a Financial Planner to join their team in Swindon. This role offers flexibility with hybrid and remote working options. You will work with a fixed-fee model, putting clients first while enjoying a competitive salary up to £65,000 and on-target earnings reaching £100,000. The firm encourages innovation in growing your client base and offers opportunities for equity through growth shares to those who contribute significantly. Join a mission-driven team without the traditional barriers.