Financial Planner
other jobs Ortus PSR
Added before 10 hours
- England,South West,Gloucestershire,Cheltenham
- Full Time, Permanent
- £65,000 - £90,000 per annum
Job Description:
Senior Financial Advisor – Shape the Future of Wealth Management
This forward-thinking, IFA firm is on a bold growth trajectory, with a current turnover of £6 million and aspirations to reach £20 million. With approximately £750 million in client assets under management and strategic plans to scale to £2 billion in discretionary assets within 5 years, the firm is building a legacy of excellence, ethics, and innovation.
Inherit and manage an existing book of high-net-worth individuals, transitioned directly from the directorship team, with a clear mandate to deepen relationships and drive growth.
Hybrid working available (home and office-based)
Salary up to £90,000 + Bonus
Operating across key locations including Cheltenham, Malvern, Hereford, and Cirencester, the business is known for its client-first ethos, exceptional planning standards, and a commitment to treating customers fairly. Now seeking a Senior Advisor, this is a rare opportunity to lead from the front and play a pivotal role in the firm’s continued transformation.
Responsibilities
*Lead a high-value portfolio of high-net-worth clients, delivering bespoke estate planning and advanced financial strategies.
*Develop new client relationships through professional networks, referrals, and partnerships with solicitors, accountants, and business leaders.
*Collaborate within a dynamic, high-performance advice team supported by expert paraplanners and client service administrators.
*Gradually take ownership of a significant client book (~£60–70 million AUM), positioning for leadership and future equity involvement.
*Contribute to long-term strategic planning, succession initiatives, and potential future directorship within the wider organisation.
Requirements
*Experience as a Financial Adviser in the UK market
*Demonstrated success advising high-net-worth individuals, particularly entrepreneurs, business owners, and those navigating exits.
*Exceptional communicator with the ability to simplify complex financial matters and earn lasting client trust.
*Strong business development capabilities and experience building networks that generate consistent, high-quality referrals.
*Deep technical knowledge with a passion for mentoring clients and achieving growth targets through relationship excellence.
This forward-thinking, IFA firm is on a bold growth trajectory, with a current turnover of £6 million and aspirations to reach £20 million. With approximately £750 million in client assets under management and strategic plans to scale to £2 billion in discretionary assets within 5 years, the firm is building a legacy of excellence, ethics, and innovation.
Inherit and manage an existing book of high-net-worth individuals, transitioned directly from the directorship team, with a clear mandate to deepen relationships and drive growth.
Hybrid working available (home and office-based)
Salary up to £90,000 + Bonus
Operating across key locations including Cheltenham, Malvern, Hereford, and Cirencester, the business is known for its client-first ethos, exceptional planning standards, and a commitment to treating customers fairly. Now seeking a Senior Advisor, this is a rare opportunity to lead from the front and play a pivotal role in the firm’s continued transformation.
Responsibilities
*Lead a high-value portfolio of high-net-worth clients, delivering bespoke estate planning and advanced financial strategies.
*Develop new client relationships through professional networks, referrals, and partnerships with solicitors, accountants, and business leaders.
*Collaborate within a dynamic, high-performance advice team supported by expert paraplanners and client service administrators.
*Gradually take ownership of a significant client book (~£60–70 million AUM), positioning for leadership and future equity involvement.
*Contribute to long-term strategic planning, succession initiatives, and potential future directorship within the wider organisation.
Requirements
*Experience as a Financial Adviser in the UK market
*Demonstrated success advising high-net-worth individuals, particularly entrepreneurs, business owners, and those navigating exits.
*Exceptional communicator with the ability to simplify complex financial matters and earn lasting client trust.
*Strong business development capabilities and experience building networks that generate consistent, high-quality referrals.
*Deep technical knowledge with a passion for mentoring clients and achieving growth targets through relationship excellence.
Job number 3201021
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
Company Details:
Ortus PSR
Company size:
Industry:
Whether you are a Wealth Management or General Insurance professional looking for your next opportunity, or an organisation looking for new talent, ma...