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Financial Services Professional

2 months ago

Chalfont St Peter, Buckinghamshire, United Kingdom Salisbury Financial Services Full time
Financial Adviser Opportunity

We are seeking an experienced and driven Financial Adviser to join our team at Salisbury Financial Services.

About the Role

This is an exciting opportunity for a qualified Financial Adviser to work with a well-established financial services company that prioritizes building long-term relationships with clients.

Key Responsibilities
  • Provide expert financial planning advice to clients, including pension and investment solutions.
  • Develop and maintain professional connections through networking and relationship-building.
  • Work with a comprehensive understanding of investments and pensions, including IHT, Income Tax, CGT, and Annual/Tapered Allowance.
Requirements
  • Diploma-qualified Financial Adviser with a minimum of 3 years' experience in investments and pensions.
  • Confident communicator with strong understanding of risk, asset allocation, and portfolio construction.
  • Proactive, dedicated, and self-motivated with ability to generate new business and maintain relationships.
Benefits
  • Workplace pension (Aviva)
  • Healthcare (Westfield)
  • Generous holiday entitlement
  • Inclusive culture promoting employee wellbeing and engagement
  • Full administration and paraplanning support with leading back-office software

We are an Equal opportunities employer promoting diversity and our interview selection process is inclusive and free from discrimination. Strictly no agencies.