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Financial planner
Financial Planner

Financial Planner

Ortus PSR

Posted 2 days ago, valid for a day

London, Greater London EC1R 0WX

£100,000 per annum

Full Time

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Sonic Summary

The Chartered Financial Adviser position in London offers a unique opportunity to inherit an established client book from a retiring Adviser within a reputable IFA firm.
The role provides a basic salary of up to £100,000, with realistic on-target earnings exceeding £130,000.
Candidates should possess Chartered Financial Planner status or be on an advanced path towards this qualification, along with a proven track record in holistic financial planning.
The firm emphasizes a client-centric approach, requiring the ability to build trust with high-net-worth individuals and families.
Additionally, the role offers hybrid working arrangements and comprehensive support, enabling Advisers to focus on delivering exceptional advice.

Chartered Financial Adviser – Whole of Market Opportunity in London

Are you a Chartered Financial Adviser seeking a rare opportunity to step into an established client book within a respected, independent, whole-of-market IFA firm? This London-based role offers a generous basic salary of up to £100,000, with realistic earning potential of £130,000+, as well as the chance to continue building on the legacy of a retiring Adviser.

This firm has a reputation for delivering truly independent, client-focused advice. With access to the whole of the market and a well-established infrastructure, you’ll benefit from working in an environment designed to let Advisers thrive. You’ll inherit a loyal client base, backed by an experienced Paraplanning and Administrative team, allowing you to focus on nurturing relationships and delivering exceptional advice.

Key Benefits

Established Client Bank: Take over an active and profitable client book, ensuring immediate earning potential.

Comprehensive Support: Full Paraplanning and Administrative support to allow you to focus on advising clients.

Whole of Market Access: Advise with true independence, offering clients tailored solutions across pensions, investments, protection, and tax planning.

Attractive Earnings:

Basic Salary up to £100,000 per annum.

On-Target Earnings: £130,000+, with uncapped potential.

Flexibility: Hybrid working arrangements to suit your preferences and enhance work-life balance.

Professional Growth: Join a firm committed to continuous professional development and staying at the forefront of industry best practices.

What We’re Looking For

Qualifications: Chartered Financial Planner status or advanced progression towards this qualification.

Experience: A proven track record of delivering holistic financial planning and managing long-term client relationships.

Client-Centric Approach: The ability to provide tailored advice and build trust with high-net-worth individuals and families.

Adaptability: Confidence working within a whole-of-market environment to deliver bespoke solutions.

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