Financial Services Professional

4 days ago


Gerrards Cross, Buckinghamshire, United Kingdom Salisbury Financial Services Full time

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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