Financial Planner

3 weeks ago

Aylesbury, United Kingdom Ortus PSR Full time

Financial Planner – Chartered Firm | Hybrid | Up to £70,000 + 25% Bonus | Leads Provided Join a highly respected Chartered Financial Planning firm with a reputation for excellence in independent, holistic advice. Built on the pillars of integrity, transparency, and client care, this firm supports Financial Planners with the tools, leads, and environment needed to thrive—without pressure-selling or product targets. With robust admin support, consistent lead generation, and a collaborative team culture, this is the ideal opportunity for a driven planner focused on long-term client outcomes. As a Financial Planner, you’ll provide high-quality, independent advice tailored to clients' individual circumstances and long-term goals. You will work with a steady stream of qualified leads, allowing you to focus on building deep client relationships and delivering real value. Key duties include: Offering holistic financial planning advice across pensions, investments, protection, and estate planning Conducting comprehensive fact-finds and utilising cashflow modelling tools Working closely with a dedicated admin team and paraplanners to ensure seamless client service Nurturing long-term client relationships with a focus on trust and transparency Attending and following up with attendees from regular client-facing seminars Receiving leads through digital marketing, local profe...

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