Independent Financial Advisor

1 month ago Be among the first 25 applicants

Salisbury FS is a financial services firm offering independent advice on investment, pension, mortgage / equity release, and tax planning. We provide jargon-free, clear solutions for our clients' financial planning needs and offer a year-round service with access to dedicated advisers. Our in-house specialists work with HNW clients and other professionals to achieve the best outcomes and ensure financial plans remain on track.

Role Description

Our firm continues to grow and we are seeking an experienced adviser, either with an existing client following or an existing referral network to support them. You will have access to our professional contacts, leads and referrals generated by the firm. Together with the MD, you will drive future marketing to help grow your client bank.

You will work with autonomy, dealing with your clients in a highly compliant manner, with the support of our team. Client service is the absolute heart of what we do and our advisers should always be prepared to go above and beyond.

This role ideally suits an adviser that is seeking more freedom and flair in what they offer and how they look after their clients.

Qualifications & Prerequisites

• CAS holder
• 2+ years in their current role
• 5+ years experience as an IFA
• Transferable client bank or at the very least a network of referrals to support you
• Service focused with the willingness to go above and beyond

Salary & Benefits

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

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