Senior Financial Planner
Location: London
Salary: Highly competitive basic + bonus + substantial long-term financial incentives
Opportunity: Genuine independence | Exceptional support | Partnership potential
You've spent years building your reputation as a Financial Planner. The next stage of your career should offer more than just another employed adviser position.
We're representing an established, highly respected Chartered independent wealth management firm in London that is looking to appoint an accomplished Senior Financial Planner or Wealth Director.
This opportunity has been designed for experienced professionals who have already established themselves within the wealth management industry and are now considering what the next 10–15 years of their career should look like.
The business combines the security, infrastructure and resources of a substantial wealth management organisation with the independence, flexibility and entrepreneurial culture more commonly associated with smaller, privately owned firms.
For the right individual, it offers the opportunity to significantly enhance their long-term earning potential while continuing to deliver genuinely independent advice.
Why this opportunity stands apart
Genuine independence and professional autonomy
You'll have the freedom to provide truly independent financial advice, with no pressure to favour proprietary investment solutions or follow a restrictive centralised investment proposition.
Your experience, professional judgement and client relationships will be respected.
A remuneration structure that recognises your success
Alongside a competitive guaranteed salary and performance-related remuneration, the business offers substantial long-term financial incentives.
The structure is designed to provide the security of employment while offering the financial rewards and commercial opportunities often associated with more entrepreneurial environments.
An infrastructure built around experienced advisers
You'll benefit from established paraplanning, administration, compliance and investment teams, allowing you to concentrate on delivering exceptional advice and maintaining high-quality client relationships.
Importantly, the business operates a pragmatic, commercially sensible approach to compliance, recognising the experience and judgement of its senior advisers.
A genuine long-term career opportunity
This isn't simply another advisory appointment.
The business is interested in developing long-term relationships with successful professionals, offering opportunities for greater responsibility, financial progression and potential partnership.
It's an opportunity to become an important part of an established firm's future rather than simply another adviser within a large organisation.
Who we're looking to speak with
We're particularly interested in speaking with accomplished Financial Planners and Wealth Managers who:
- Have substantial experience advising high-net-worth and ultra-high-net-worth individuals, families and business owners.
- Have built a strong professional reputation through long-standing client relationships and consistently high standards of advice.
- Are comfortable delivering sophisticated financial planning across investments, retirement, estate planning, intergenerational wealth and complex financial circumstances.
- Have a proven track record of commercial success within financial planning or wealth management.
- Are Chartered or working towards Chartered status, with significant advisory experience.
- Have the ambition to continue developing professionally and financially rather than simply maintaining the status quo.
Is it time to reconsider what your next chapter could look like?
If you're already successful in your current position, you may not be actively considering a move.
However, if greater independence, an improved long-term financial proposition, exceptional operational support and the possibility of partnership would make you consider your options, this is a conversation worth having.
For a confidential, no-obligation discussion, contact Ortus PSR.