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Financial Adviser

Salisbury Financial Services Ltd

Financial Adviser

£50000

Salisbury Financial Services Ltd, Chalfont St Peter, Chiltern

  • Full time
  • Permanent
  • Onsite working

Posted 2 weeks ago, 12 Sep | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: 4752f5f9938b495b82eda6328f8e44c2

Full Job Description

  • Are you looking for a new home for you and your clients, within an organisation that values your input and supports your ideas?

  • Do you wish to look after clients in the way you choose?


    • We are looking for an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement our existing team.

    Salisbury Financial Services

    Founded in 1983 we are a well-established financial services company that prioritises building long-term relationships with clients by tailoring financial solutions to meet individual needs.

    As an independent firm, we offer a full range of financial planning solutions, ensuring clients receive the best appropriate advice.

  • Be an experienced Financial Adviser with an existing client following

  • Be a confident networker keen to develop and nurture professional connections

  • 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

  • Proactive, dedicated, and self-motivated with ability to generate new business and maintain relationships

  • 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.

    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.