https://jobs.co.uk/job/financial-planner-ortus-psr--b081dc58-8c0c-443d-8452-549c0ed6ac13 RSS feed for Financial Planner at Ortus PSR. en-gb Sat, 13 Jun 2026 03:53:04 GMT https://jobs.co.uk/job/financial-planner-ortus-psr--b081dc58-8c0c-443d-8452-549c0ed6ac13 https://jobs.co.uk/job/financial-planner-ortus-psr--b081dc58-8c0c-443d-8452-549c0ed6ac13 Fri, 12 Jun 2026 11:52:36 GMT Location: Cheltenham | Salary: 70000.00-70000.00 Annual | Type: Permanent | Senior Financial Advisor - Shape the Future of Wealth Management This forward-thinking, IFA firm is on a bold growth trajectory, with a current turnover of £6 million and aspirations to reach £20 million. With approximately £750 million in client assets under management and strategic plans to scale to £2 billion in discretionary assets within 5 years, the firm is building a legacy of excellence, ethics, and innovation. Inherit and manage an existing book of high-net-worth individuals, transitioned directly from the directorship team, with a clear mandate to deepen relationships and drive growth. Hybrid working available (home and office-based) Salary up to £100,000 + Bonus Operating across key locations including Cheltenham, Malvern, Hereford, and Cirencester, the business is known for its client-first ethos, exceptional planning standards, and a commitment to treating customers fairly. Now seeking a Senior Advisor, this is a rare opportunity to lead from the front and play a pivotal role in the firm''s continued transformation. Responsibilities Lead a high-value portfolio of high-net-worth clients, delivering bespoke estate planning and advanced financial strategies. Devel... Permanent