Financial Planner

About the role

Ortus PSR is seeking a technically strong Financial Planner to manage an established portfolio of high‑net‑worth clients. You will combine analytical expertise with client‑focused relationship management in a supportive, dynamic environment.

Key responsibilities

• Maintain and develop relationships with an existing portfolio of high‑net‑worth clients.
• Design bespoke financial plans covering pensions, investments, tax‑efficient strategies and estate planning.
• Stay up‑to‑date with regulatory changes and emerging financial planning techniques.
• Collaborate with a dedicated support team to ensure seamless service delivery.

Required profile

• Level 4 Diploma‑qualified Financial Planner, preferably progressing towards Chartered status.
• Strong analytical mindset with meticulous attention to detail.
• Excellent communication skills and a genuine passion for client care.

Required skills

• Pensions
• Investments
• Tax‑efficient planning
• Estate planning

What we offer

• Competitive salary up to £110,000 per year, dependent on experience.
• Flexible working arrangements to support work‑life balance.
• Prime central London location with excellent transport links.
• Access to cutting‑edge tools and continuous professional development.