Financial Planner in Farnham - Ortus Psr

Join a leading, nationally recognised Independent Financial Advisory firm with a long-standing reputation for delivering exceptional advice to high-net-worth clients. We’re offering Financial Advisers the rare opportunity to step into an established, high-value client portfolio with a consistent flow of qualified leads, industry-leading support, and the security of a competitive employed package.

Whether you're feeling underutilised, tired of chasing cold leads, or seeking greater long-term career stability, this is your chance to thrive within a respected and supportive advice framework.

• Manage and grow an existing portfolio of HNW clients (average £500k+ per client)

• Deliver fully independent, holistic advice across pensions, investments, IHT, protection, and retirement planning

• Convert warm, qualified leads into long-term client relationships

• Collaborate with dedicated paraplanners and admin staff to ensure seamless client service and compliance

• Actively contribute to client retention and business growth

• Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)

• Experience as a Financial Adviser, Wealth Manager, or IFA

• Proven ability to build and nurture client relationships, especially within the HNW space

• High ethical standards and a passion for delivering quality advice

• Commercially aware and comfortable working within a growth-oriented environment

• Basic salary: £60,000 – £80,000 depending on experience

• Realistic OTE £100k+ with transparent, uncapped bonus scheme

• Inherited HNW client bank from retiring advisers – no need to build from scratch

• Consistent flow of new business via introducer partnerships and digital leads

• Hybrid working – split your time between home and regional offices

• Modern tech stack and CRM to enhance your productivity

• Chartered progression support – full backing for further qualifications and CPD

• Employed Advisers seeking better lead flow and support

• Self-employed IFAs looking for income stability and structure

• Professionals seeking to join a national brand with career development pathways

If you're ready to join a respected national IFA firm where you can focus on what you do best – advising clients – without the stress of sourcing leads or building a business from scratch, we’d love to hear from you. Apply now to take the next step in your Financial Planning career.