Wealth Manager
other jobs Ortus PSR
Added before 6 Days
- England,London,City of London
- Full Time, Permanent
- £80,000 - £180,000 per annum
Job Description:
Full job descriptionWealth Manager – High Net Worth Clients | Hybrid | Up to £130k + 0.43% Bonus on AUMCompany OverviewA leading, independent wealth management firm is seeking an experienced and client-focused Wealth Manager to join their high-performing advisory team. Known for delivering personalised financial planning solutions to high-net-worth (HNW) individuals, the firm offers a Chartered-standard environment with an unwavering commitment to ethical advice, long-term relationships, and financial wellbeing.
The business supports advisers with comprehensive back-office infrastructure, market-leading platforms, Marketing and Business Development and a collaborative culture that rewards both client care and commercial performance.
Responsibilities*Build and manage a portfolio of HNW and UHNW clients.
*Deliver holistic, independent advice across pensions, investments, tax planning, protection, and estate planning.
*Conduct thorough fact-finds, cashflow modelling, and risk assessments.
*Work closely with paraplanners and admin teams to deliver exceptional client service.
*Maintain compliance with all FCA regulations and industry standards.
*Generate new business through referrals, professional connections, and networking.
Requirements*Level 4 Diploma in Regulated Financial Planning (DipPFS) as a minimum; Chartered status (or working towards) preferred.
*Current CAS and SPS (or ability to obtain promptly).
*Minimum 3 years’ experience in a client-facing financial planning or wealth management role.
*Expertise in advising on pensions, ISAs, IHT planning, investment portfolios, and tax-efficient wrappers.
*Have a following of £10Million AUM after covenants
Desirable Skills:
*Strong interpersonal and communication skills.
*Entrepreneurial approach with high self-motivation.
*Integrity, discretion, and a client-centric mindset.
*Location: London or South East-based; other UK regions considered.
*Work Type: Hybrid (2-3 days office or client-facing, remainder remote).
*Travel: Required for in-person client meetings, as appropriate.
Salary & Benefits*Base Salary: £90,000 – £130,000 per annum (depending on experience and qualifications).
*Bonus: 0.43% of new Assets Under Management (AUM) introduced
*Structured career progression and equity opportunities (long-term).
*Paraplanning and administrative support provided.
*Marketing and business development support
*CPD support and funding toward Chartered status.
*Flexible working hours and a positive, inclusive team culture.
The business supports advisers with comprehensive back-office infrastructure, market-leading platforms, Marketing and Business Development and a collaborative culture that rewards both client care and commercial performance.
Responsibilities*Build and manage a portfolio of HNW and UHNW clients.
*Deliver holistic, independent advice across pensions, investments, tax planning, protection, and estate planning.
*Conduct thorough fact-finds, cashflow modelling, and risk assessments.
*Work closely with paraplanners and admin teams to deliver exceptional client service.
*Maintain compliance with all FCA regulations and industry standards.
*Generate new business through referrals, professional connections, and networking.
Requirements*Level 4 Diploma in Regulated Financial Planning (DipPFS) as a minimum; Chartered status (or working towards) preferred.
*Current CAS and SPS (or ability to obtain promptly).
*Minimum 3 years’ experience in a client-facing financial planning or wealth management role.
*Expertise in advising on pensions, ISAs, IHT planning, investment portfolios, and tax-efficient wrappers.
*Have a following of £10Million AUM after covenants
Desirable Skills:
*Strong interpersonal and communication skills.
*Entrepreneurial approach with high self-motivation.
*Integrity, discretion, and a client-centric mindset.
*Location: London or South East-based; other UK regions considered.
*Work Type: Hybrid (2-3 days office or client-facing, remainder remote).
*Travel: Required for in-person client meetings, as appropriate.
Salary & Benefits*Base Salary: £90,000 – £130,000 per annum (depending on experience and qualifications).
*Bonus: 0.43% of new Assets Under Management (AUM) introduced
*Structured career progression and equity opportunities (long-term).
*Paraplanning and administrative support provided.
*Marketing and business development support
*CPD support and funding toward Chartered status.
*Flexible working hours and a positive, inclusive team culture.
Job number 3966324
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