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Financial Services Professional

2 months ago

Chalfont St Peter, Buckinghamshire, United Kingdom Salisbury Financial Services Full time
Join Our Team as a Financial Adviser

At Salisbury Financial Services, we are seeking an experienced and driven Financial Adviser to complement our existing team. As a key member of our team, you will be responsible for providing expert financial advice to our clients, helping them achieve their financial goals and objectives.

About the Role

We are looking for a qualified Financial Adviser with a strong track record of success in the industry. The ideal candidate will have a deep understanding of investments and pensions, as well as excellent communication and interpersonal skills. You will be responsible for:

  • Providing expert financial advice to clients on investments and pensions
  • Developing and maintaining strong relationships with clients and colleagues
  • Staying up-to-date with industry developments and regulatory changes
Requirements

To be successful in this role, you will need:

  • A Diploma in Financial Planning or equivalent qualification
  • Minimum 3 years' experience in the financial services industry
  • Excellent communication and interpersonal skills
  • A strong understanding of investments and pensions, including IHT, Income Tax, CGT, and Annual/Tapered Allowance
What We Offer

We offer a competitive salary and benefits package, including:

  • Workplace pension scheme
  • Healthcare scheme
  • Generous holiday entitlement
  • Inclusive culture promoting employee wellbeing and engagement

We are an equal opportunities employer and welcome applications from diverse candidates. Please note that we do not accept applications from agencies.