https://jobs.co.uk/job/financial-planner-ortus-psr--1f4d9098-94d9-4922-96b0-210b1676bc48 RSS feed for Financial planner at Ortus PSR. en-gb Thu, 16 Jul 2026 20:48:28 GMT https://jobs.co.uk/job/financial-planner-ortus-psr--1f4d9098-94d9-4922-96b0-210b1676bc48 https://jobs.co.uk/job/financial-planner-ortus-psr--1f4d9098-94d9-4922-96b0-210b1676bc48 Thu, 16 Jul 2026 11:52:57 GMT Location: Huddersfield | Salary: 50000.00-50000.00 Annual | Type: Permanent | Financial Planner Manage a client bank Be part of a growing firm where compliance meets ambition - and ambition is rewarded A growing financial services firm dedicated to delivering exceptional client care and building long-term trusted relationships. The supportive environment enables advisors to thrive while maintaining the highest standards of professionalism and compliance. We are now seeking an experienced and Financial Advisor to join the team and help shape the future of our firm. Salary: £50,000 - £65,000 + bonuses and flexible working WFH You get full Paraplanning and Admin support so you can focus on meeting clients and building relationships As a Financial Advisor, you will be responsible for: Servicing and maintaining a dedicated client bank (approx. 150 households, circa 40M AUM). Conducting regular client reviews and completing annual suitability letters within two weeks of each meeting. Ensuring full compliance and maintaining thorough, accurate client files. Proactively generating new business and expanding your client base from the exiting clients Your initial focus will be on: Servicing the existing client bank. Completing suitability letters promptly. ... Permanent