Financial Planner
other jobs Ortus PSR
Added before 2 Days
- England,West Midlands,Birmingham
- Full Time, Permanent
- £60,000 - £90,000 per annum
Job Description:
Financial Adviser Job – Independent Wealth Management Firm
Salary: Up to £75,000 + Bonus | £40m AUM Client Bank | Hybrid Working
An award-winning, independent wealth management firm is seeking an experienced Financial Adviser / Independent Financial Adviser (IFA) to join its growing advisory team.
This is a rare opportunity for a qualified Financial Adviser to inherit and develop an existing client bank of circa £40 million AUM, alongside receiving proactive referrals and high-quality online leads. It is ideally suited to an ambitious Adviser looking for stability, autonomy and genuine long-term earning potential.
This established and highly regarded independent wealth management firm delivers holistic, client-first financial planning. The business operates a collaborative, partnership-led culture where Advisers are supported — not micromanaged — and are empowered to deliver independent advice without in-house product bias.
The firm has built its reputation on:
* Independent financial advice and whole-of-market solutions
* Long-term client relationships and recurring income models
* Strong internal collaboration between Financial Advisers, Paraplanners and Client Support teams
* Investment in technology to streamline administration and maximise client-facing time
* A supportive, growth-focused culture that values professional development
* Advisers benefit from a modern infrastructure, strong compliance support and a steady flow of quality enquiries.
This Financial Adviser job offers:
* Management of an existing client portfolio (~£40m Assets Under Management)
* Ongoing servicing, annual reviews and financial planning strategy development
* Opportunities to generate additional business via referrals and digital leads
* Support from an experienced paraplanning and administration team
* The ability to build and grow recurring revenue
* The role would suit a Diploma-qualified Financial Adviser / IFA with experience in pensions, investments, retirement planning, inheritance tax planning and holistic wealth management.
Candidate Requirements
* Level 4 Diploma qualified (DipFA / DipPFS or equivalent)
* CAS status
* Proven experience as a Financial Adviser / Independent Financial Adviser / Wealth Manager
* Strong client relationship and business development skills
* Experience managing AUM and delivering holistic financial planning
Salary: Up to £75,000 + Bonus | £40m AUM Client Bank | Hybrid Working
An award-winning, independent wealth management firm is seeking an experienced Financial Adviser / Independent Financial Adviser (IFA) to join its growing advisory team.
This is a rare opportunity for a qualified Financial Adviser to inherit and develop an existing client bank of circa £40 million AUM, alongside receiving proactive referrals and high-quality online leads. It is ideally suited to an ambitious Adviser looking for stability, autonomy and genuine long-term earning potential.
This established and highly regarded independent wealth management firm delivers holistic, client-first financial planning. The business operates a collaborative, partnership-led culture where Advisers are supported — not micromanaged — and are empowered to deliver independent advice without in-house product bias.
The firm has built its reputation on:
* Independent financial advice and whole-of-market solutions
* Long-term client relationships and recurring income models
* Strong internal collaboration between Financial Advisers, Paraplanners and Client Support teams
* Investment in technology to streamline administration and maximise client-facing time
* A supportive, growth-focused culture that values professional development
* Advisers benefit from a modern infrastructure, strong compliance support and a steady flow of quality enquiries.
This Financial Adviser job offers:
* Management of an existing client portfolio (~£40m Assets Under Management)
* Ongoing servicing, annual reviews and financial planning strategy development
* Opportunities to generate additional business via referrals and digital leads
* Support from an experienced paraplanning and administration team
* The ability to build and grow recurring revenue
* The role would suit a Diploma-qualified Financial Adviser / IFA with experience in pensions, investments, retirement planning, inheritance tax planning and holistic wealth management.
Candidate Requirements
* Level 4 Diploma qualified (DipFA / DipPFS or equivalent)
* CAS status
* Proven experience as a Financial Adviser / Independent Financial Adviser / Wealth Manager
* Strong client relationship and business development skills
* Experience managing AUM and delivering holistic financial planning
Job number 3455629
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