Ortus PSR
Overview
This is a rare opportunity for a qualified Financial Planner to step into a warm, established client bank at a well established wealth management firm. With a strong infrastructure and high-integrity culture, the business offers the freedom to focus on what matters—delivering outstanding financial advice and building long-term relationships.
You’ll take over an existing portfolio of loyal clients, with the support of dedicated paraplanners and client service professionals to ensure you can focus on planning, not paperwork. No cold prospecting required—just the chance to deepen relationships, deliver meaningful outcomes, and grow your income in a supportive, values-led environment.
Why This Opportunity Stands Out
- Immediate handover of an active client bank
- Salary up to £65,000 plus discretionary bonus
- Full paraplanning and admin support provided
- Hybrid workinging
- Culture rooted in collaboration, ethical advice and long-term thinking
- Access to market-leading tools including cashflow planning software
- Clear development path and ongoing lead generation
Key Responsibilities
- Provide holistic financial planning to a portfolio of individual clients
- Conduct regular client reviews, ensuring plans remain aligned with life goals
- Use cashflow modelling to demonstrate advice impact and future scenarios
- Work collaboratively with internal teams to deliver high-quality outcomes
- Strengthen client loyalty through regular contact and trusted guidance
- Maintain accurate, compliant client records in line with FCA expectations
What We’re Looking For
- Level 4 qualified Financial Planner
- Track record of success within an IFA, private client or wealth management setting
- Strong technical knowledge across pensions, investments, tax and protection
- Excellent interpersonal skills with a relationship-first mindset
- A self-starter who thrives in a structured yet autonomous environment
Benefits
- 25 days holiday (rising to 30 with service)
- Matched pension contributions up to 7.5%
- Life assurance (4x salary) and income protection
- Access to internal financial advisers for personal planning support
- Season ticket loans, eye care and wellbeing benefits
- Employee discounts across retail, travel and lifestyle services
How to Apply
If you're an experienced Financial Planner ready to inherit a client bank and thrive in a high-support, low-ego environment, we’d love to hear from you. Apply in confidence today.
To apply for this job please visit www.reed.co.uk.
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