Financial Adviser

Ortus PSR

Posted 2 days ago, valid for 20 days

Epsom, Surrey KT18 7EW, England

Full Time

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Sonic Summary

The Financial Planner position offers an opportunity to inherit an established high-net-worth (HNW) client bank and access to high-quality leads.
The role provides a competitive salary of up to £75,000 with an on-target earnings potential of over £100,000 including bonuses.
Candidates are expected to have experience as a Financial Planner, IFA, or Wealth Manager, ideally with a background in dealing with HNW clients.
The position includes flexible working options, comprehensive benefits, and strong support for career growth and professional development.
A Level 4 Diploma in Financial Planning is required, with Chartered status being desirable but not essential.

Financial Planner – Inherit an Established HNW Client Bank & High-Quality Leads

Existing HNW Clients | High-Quality Leads | Flexible Working

Are you an ambitious Financial Planner looking for a ready-made opportunity to accelerate your earnings and career? This role offers an inherited client bank of HNW individuals, ongoing high-value leads (typical client £500k+ to invest), and a generous bonus scheme that will see you earn well into six figures.

Salary: Up to £75,000 + Bonus (OTE £100,000+)

What’s in It for You?

Existing HNW Client Bank – Step into an established portfolio from retiring advisersHigh-Quality Leads – Clients with an average portfolio of £500k+ from professional introducers and digital channelsExcellent Bonus Scheme – Rewards for both client retention and business growthComprehensive Benefits – DIS, flexible benefits, pensionFlex Working – Hybrid model with office and home-based optionsFull Support – Dedicated IFA, Paraplanning, Compliance, and Administration teamsCareer Growth & Study Support – Ongoing professional development towards Chartered status

Your Role

Manage and develop an inherited portfolio of HNW clients, providing holistic financial advice.
Convert warm, high-value leads into lasting client relationships.
Deliver expert advice across investments, pensions, estate planning, and protection.
Work alongside a skilled paraplanning and compliance team to ensure seamless client service.
Maintain the highest ethical and compliance standards while driving business growth.

About You

Level 4 Diploma in Financial Planning (CII/Chartered/Certified) – Chartered status desirable but not essential.Experience as a Financial Planner, IFA, or Wealth Manager, ideally dealing with HNW clients.Proven ability to build, retain, and grow a profitable client book.Strong relationship-building and business development skills.

If you’re looking for a high-reward opportunity with ready-made clients, strong lead flow, and six-figure earning potential, we’d love to hear from you.

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