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Experienced Financial Consultant

2 months ago

Gerrards Cross, Buckinghamshire, United Kingdom Salisbury Financial Services Full time £40,000 - £50,000

Job Title: Experienced Financial Consultant

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 and enthusiastic qualified Independent Financial Adviser to complement our existing team.

Key Responsibilities:

  • Be an experienced Financial Adviser with an existing client following
  • Prior experience with pensions on divorce is preferred
  • Diploma qualified Financial Adviser
  • Minimum 3 years' experience in investments and pensions
  • Confident communicator with strong understanding of risk, asset allocation, and portfolio construction
  • Expected to have a comprehensive understanding of investments and pensions including (not an exhaustive list) IHT, Income Tax, CGT, Annual/Tapered Allowance, carry forward, LSA and LSDBA etc.

What We Offer:

  • Generous holiday entitlement
  • Full administration and paraplanning support with leading back-office software

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