Financial Services Professional
4 days ago
About Us: Salisbury Financial Services is a well-established financial services company that prioritizes building long-term relationships with clients by tailoring financial solutions to meet individual needs.
Job Summary: We are seeking an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement our existing team.
Key Responsibilities:
- Provide expert financial planning and investment advice to clients
- Develop and maintain strong relationships with clients and professional connections
- Conduct thorough financial assessments and create personalized financial plans
- Stay up-to-date with industry developments and regulatory changes
- Collaborate with the team to achieve business objectives
Requirements:
- Diploma qualified Financial Adviser
- Minimum 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
- Comprehensive understanding of investments and pensions, including IHT, Income Tax, CGT, Annual/Tapered Allowance, carry forward, LSA and LSDBA
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
What We Offer: As an equal opportunities employer, we promote diversity and our interview selection process is inclusive and free from discrimination. We are committed to providing a supportive and collaborative work environment that allows our employees to thrive.
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