Wealth Manager

Ortus PSR Ltd.; City Of London; Hybrid; GBP 90,000 - 130,000; Full time

Job summary

A leading independent wealth management firm is seeking an experienced Wealth Manager focused on high-net-worth clients. This hybrid role involves building and managing a client portfolio, delivering tailored financial advice, and generating new business. Candidates should have a Level 4 Diploma in Financial Planning, at least 3 years of experience, and a following of £10 Million AUM. The firm offers a competitive salary ranging from £90,000 to £130,000 plus benefits.

Benefits

Structured career progression

Equity opportunities

Flexible working hours

CPD support

Qualifications

• Minimum 3 years’ experience in a client-facing financial planning or wealth management role.
• Expertise in advising on pensions, ISAs, IHT planning, investment portfolios.
• Current CAS and SPS or ability to obtain promptly.

Responsibilities

• Build and manage a portfolio of HNW and UHNW clients.
• Deliver holistic advice across pensions, investments, tax planning.
• Generate new business through referrals and networking.

Skills

Interpersonal skills

Communication skills

Self-motivation

Education

Level 4 Diploma in Regulated Financial Planning (DipPFS)

Job description

Wealth Manager – High Net Worth Clients | Hybrid | Up to £130k + 0.43% Bonus on AUM

Company Overview

A leading, independent wealth management firm is seeking an experienced and client-focused Wealth Manager to join their high-performing advisory team. Known for delivering personalised financial planning solutions to high-net-worth (HNW) individuals, the firm offers a Chartered-standard environment with an unwavering commitment to ethical advice, long-term relationships, and financial wellbeing.

The business supports advisers with comprehensive back-office infrastructure, market-leading platforms, Marketing and Business Development and a collaborative culture that rewards both client care and commercial performance.

Responsibilities

• Build and manage a portfolio of HNW and UHNW clients.
• Deliver holistic, independent advice across pensions, investments, tax planning, protection, and estate planning.
• Conduct thorough fact-finds, cashflow modelling, and risk assessments.
• Work closely with paraplanners and admin teams to deliver exceptional client service.
• Maintain compliance with all FCA regulations and industry standards.
• Generate new business through referrals, professional connections, and networking.

Requirements

• Level 4 Diploma in Regulated Financial Planning (DipPFS) as a minimum; Chartered status (or working towards) preferred.
• Current CAS and SPS (or ability to obtain promptly).
• Minimum 3 years’ experience in a client-facing financial planning or wealth management role.
• Expertise in advising on pensions, ISAs, IHT planning, investment portfolios, and tax-efficient wrappers.
• Have a following of £10Million AUM after covenants

Desirable Skills:

• Strong interpersonal and communication skills.
• Entrepreneurial approach with high self-motivation.
• Integrity, discretion, and a client-centric mindset.

• Location: London or South East-based; other UK regions considered.
• Work Type: Hybrid (2-3 days office or client-facing, remainder remote).
• Travel: Required for in-person client meetings, as appropriate.

Salary & Benefits

• Base Salary: £90,000 – £130,000 per annum (depending on experience and qualifications).
• Bonus: 0.43% of new Assets Under Management (AUM) introduced.
• Structured career progression and equity opportunities (long-term).
• Paraplanning and administrative support provided.
• Marketing and business development support
• CPD support and funding toward Chartered status.
• Flexible working hours and a positive, inclusive team culture.