Financial Planner - Ortus PSR : Job Details

Financial Planner – Remote | Leicester-Based Clients | £65K + Bonus to £100K | £60M Existing Book

Ready to inherit a substantial client book and drive your career forward with full lead support, introducers, and future acquisitions?

Join a dynamic and growth-focused Wealth Management firm with an exciting pipeline of acquisitions and a strong foothold in the East Midlands. With an existing book of c.£60M AUM, full lead generation support, and professional introducers already in place, we’re seeking an experienced Financial Planner to provide holistic advice and grow long-term client relationships.

You’ll be joining a firm that prioritises client care, integrity, and a collaborative culture. This is a prime opportunity for a driven adviser looking for flexibility, stability, and growth – without the pressure of cold prospecting.

Remote with face-to-face and virtual client meetings in Leicester and surrounding areas

Full support team and compliance infrastructure in place

Salary & Benefits

• Base Salary: Up to £65,000
• Bonus Potential: OTE up to £100,000
• Client Book: Inherit and grow a serviced book of £60M AUM

Business Development Support: Full lead generation and professional introducer network provided

Future Growth: Secure pipeline of acquisitions, offering further client opportunity

Responsibilities

• Provide holistic financial advice to existing and new clients across pensions, investments, and estate planning
• Service and grow an inherited client book of approx. £60 million AUM
• Conduct remote and occasional in-person meetings with clients in the Leicester area
• Build and maintain strong relationships with clients and professional introducers
• Maintain high standards of compliance, ethics, and FCA guidelines
• Collaborate with paraplanners, administrators, and the wider team to deliver an outstanding client experience

Requirements

• Level 4 Diploma in Financial Planning (DipPFS or equivalent) – essential
• Experience as a Financial Adviser / Planner
• Strong knowledge in pensions, investments, and estate planning
• Comfortable managing HNW individuals and working with professional introducers
• Exceptional communication and relationship-building skills
• CAS status and FCA registered preferred

If you're a qualified Financial Planner looking for a career-defining opportunity with genuine earning potential and a strong foundation, we'd love to hear from you.