https://jobs.co.uk/job/senior-financial-planner-ortus-psr--a03abfa1-6595-46f2-84b3-242ff6e73d83 RSS feed for Senior Financial Planner at Ortus PSR. en-gb Sat, 19 Sep 2026 14:35:31 GMT https://jobs.co.uk/job/senior-financial-planner-ortus-psr--a03abfa1-6595-46f2-84b3-242ff6e73d83 https://jobs.co.uk/job/senior-financial-planner-ortus-psr--a03abfa1-6595-46f2-84b3-242ff6e73d83 Sat, 19 Sep 2026 11:53:04 GMT Location: Poole | Salary: 500000.00-500000.00 Annual | Type: Permanent | Senior Financial Planner Poole Established Accountancy and Wealth Planning Group Are you a Chartered or Diploma-qualified Financial Planner looking for a genuine career pathway, not just another advice role? We''re recruiting on behalf of a well-established, multi-office accountancy and financial planning group with a strong reputation across the South West. It invests seriously in its people, with a structured career pathway, in-house technical support, and a client bank built on long-standing relationships rather than cold leads. You''ll take on a portfolio of around 55 clients across the Poole area with access to introductions from the wider firm, advising on investable assets of £200k-£1.5m with an average case size of around £500k. Working pattern: In the Poole office a minimum of 3 days a week initially while building introducer relationships. The role: Manage a portfolio of 55 high-value clients, mostly warm introductions from the wider firm Deliver expert planning across tax, retirement, investment and estate planning Achieve individual revenue, new business and net AUA targets Build a pipeline through referral, networking and introducer relationships Act as trusted advise... Permanent