Established HNW Client Bank | Structured Handover | High Quality Infrastructure | Long-Term Growth Opportunity
Ortus PSR are working in partnership with a leading national wealth management business to appoint an experienced Senior Financial Planner into their London office.
This opportunity has arisen due to the planned retirement of a long-standing Senior Planner and offers the successful individual the rare opportunity to inherit and develop a substantial portfolio of high-net-worth clients within a highly respected and fast-growing wealth management firm.
The role is focused on the long-term stewardship of existing client relationships, ensuring continuity of advice and service through a structured transition period before supporting the continued growth and development of the client bank over time.
This is an outstanding opportunity for an adviser who enjoys working with sophisticated clients, values relationship-led advice and wants to operate within a highly professional, well-supported and growth-oriented environment.
The Opportunity
The successful candidate will inherit responsibility for an established portfolio of approximately 100 family groups, with individual client assets typically ranging from c.£500,000 to £20m and total assets under management of approximately £140m.
To support a successful transition and maximise client retention, the role includes a structured handover period working closely alongside the retiring adviser. The focus during this period will be on client introductions, relationship development and ensuring continuity across key relationships.
The business provides a highly collaborative environment with dedicated investment management, paraplanning, compliance and operational support functions, allowing advisers to focus on delivering high-quality client outcomes and developing long-term relationships.
Why Join?
• Established HNW client bank provided from day one
• Structured handover with retiring Senior Adviser
• Hybrid working model with London office presence
• Dedicated investment management, paraplanning, compliance and operational support
• Strong internal infrastructure and adviser support model
• Access to discretionary investment management and centralised investment solutions
• Clear long-term progression opportunities within a growing national business
• Strong business growth strategy supported by acquisitions and organic expansion
• Potential future long-term incentive/equity opportunities
The Role
Responsibilities will include:
• Managing and developing long-standing relationships with high-net-worth clients and families
• Leading a structured client transition process alongside the retiring adviser
• Delivering holistic financial planning advice across retirement, investment, tax and estate planning
• Conducting ongoing review meetings and maintaining suitability across client portfolios
• Retaining and growing existing assets under management
• Identifying opportunities for additional planning and relationship growth within the existing client bank
• Supporting wider business development activity through referrals, professional connections and networking
• Working collaboratively with investment, paraplanning and operational teams to deliver an exceptional client experience
• Confidently discussing investment strategy, portfolio positioning and broader market themes with sophisticated investors
Candidate Profile
The business is looking to speak with experienced Financial Planners who can demonstrate:
• A strong background advising affluent and high-net-worth clients
• Proven experience managing and retaining established client relationships
• Strong holistic financial planning and investment knowledge
• Excellent communication and relationship management skills
• Commercial awareness alongside a highly client-centric approach
• Confidence working with sophisticated and financially aware individuals
• Appropriate professional qualifications for a senior advisory role
• A long-term mindset and genuine passion for building enduring client relationships
The Business
Our client is a highly regarded and rapidly growing wealth management firm providing comprehensive financial planning and investment management services to affluent and high-net-worth clients across the UK.
The business combines high-quality advice with strong central infrastructure, giving advisers access to dedicated investment management, paraplanning, compliance and operational support. This allows advisers to focus on delivering exceptional client outcomes, strengthening relationships and supporting long-term business growth.
For advisers seeking a stable, high-quality environment with excellent clients, strong support and meaningful long-term opportunity, this represents one of the strongest opportunities currently available within the wealth management market.
For a confidential discussion, please contact Ortus PSR.