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Financial Adviser

Financial Adviser

Ortus PSRChelmsford, Essex, UK
12 days ago
Job type
  • Full-time
  • Permanent
Job description

Financial Planner – Inherit a HNW Client Bank + High-Quality Leads Location : Hybrid (Office & Remote) | Salary : Up to £80,000 basic + Bonus (OTE £100,000+) Sector : Financial Services | Job Type : Full-Time, Permanent

Are you an experienced Financial Planner looking to accelerate your earnings and career? This is a rare opportunity to inherit an established book of high-net-worth clients, benefit from high-quality leads, and be part of a forward-thinking financial planning firm that truly values professionalism, ethics, and long-term relationships.

What’s On Offer :

HNW Client Bank – Inherit an active portfolio of clients from retiring advisers

High-Quality Leads – No cold calling; clients typically have £500k+ to invest

Generous Bonus Scheme – Based on client retention and new business

Flexible Working – Hybrid model with remote and in-office flexibility

Professional Development – Full study support towards Chartered status

Comprehensive Benefits – DIS, pension, and flexible employee benefits package

Your Role :

Manage and nurture a portfolio of high-net-worth clients

Provide holistic financial advice covering i...

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Financial Adviser • Chelmsford, Essex, UK