Financial Adviser

Ortus PSR

Posted 18 days ago, valid for a day

Chelmsford, Essex CM3 4SX, England

Competitive

Full Time

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Sonic Summary

The Financial Planner position offers a hybrid work model, allowing for both office and remote work.
The salary for this role is up to £80,000 basic, with an on-target earnings (OTE) potential of over £100,000 through bonuses.
Candidates are required to have a Level 4 Diploma in Financial Planning and experience as a Financial Adviser, IFA, or Wealth Manager.
The role involves managing a portfolio of high-net-worth clients and providing comprehensive financial advice without the need for cold calling.
This opportunity is ideal for professionals seeking to enhance their careers in a supportive environment that values client relationships and ethical practice.

Financial Planner – Inherit a HNW Client Bank + High-Quality LeadsLocation: Hybrid (Office & Remote) | Salary: Up to £80,000 basic + Bonus (OTE £100,000+)Sector: Financial Services | Job Type: Full-Time, Permanent

Are you an experienced Financial Planner looking to accelerate your earnings and career? This is a rare opportunity to inherit an established book of high-net-worth clients, benefit from high-quality leads, and be part of a forward-thinking financial planning firm that truly values professionalism, ethics, and long-term relationships.

What’s On Offer:

HNW Client Bank – Inherit an active portfolio of clients from retiring advisers
High-Quality Leads – No cold calling; clients typically have £500k+ to invest
Generous Bonus Scheme – Based on client retention and new business
Flexible Working – Hybrid model with remote and in-office flexibility
Professional Development – Full study support towards Chartered status
Comprehensive Benefits – DIS, pension, and flexible employee benefits package

Your Role:

Manage and nurture a portfolio of high-net-worth clients
Provide holistic financial advice covering investments, pensions, estate planning, and protection
Convert warm, high-value leads into long-term clients
Collaborate with paraplanners and support teams to deliver exceptional client service
Maintain high standards of compliance and ethical practice

What They’re Looking For:

Level 4 Diploma in Financial Planning (CII, CISI, or equivalent)
Experience as a Financial Adviser, IFA, or Wealth Manager
A strong track record working with HNW clients
Excellent interpersonal and client relationship skills
A professional, client-first mindset with commercial acumen

Why Apply?This is a unique opportunity to fast-track your success in a firm that’s built on trust, quality advice, and lasting client relationships. With high-quality leads, robust support, and six-figure earning potential, this role is ideal for advisers who want to focus on delivering real value to clients — not chasing volume.

Apply now to take the next step in your financial planning career.

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