Financial Planner

Overview

Salisbury House Wealth is a 36+ year FCA-regulated financial planning firm providing bespoke advice across pensions, investments, estate planning & mortgages to professionals, business owners, and families.

We’re looking for a highly ambitious, commercially driven Financial Planner – a true go-getter who thrives on new business development and building long-term, high-value client relationships
.

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Competitive salary on offer

✅ Minimum 5 years’ experience advising retail/business clients

✅ Chartered (or near completion)

✅ Proven track record of new business generation

✅ Strong technical knowledge & confident with cashflow modelling

✅ Professional, proactive, and commercially minded

This is not a client-servicing only role. We want an adviser who actively seeks growth, identifies opportunities, and develops introducer relationships.

• 💼 Build & manage your own client portfolio
• 💼 Identify and convert new business opportunities via networking, referrals & introducer relationships
• 💼 Collaborate with admin & compliance teams to maximise client-facing time
• 💼 Stay up-to-date with legislation, market developments & FCA requirements

• 🌟 Career progression & Chartered support

If you’re a driven adviser motivated by growth
, ready to build and grow a significant client bank
, we want to hear from you!

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Contact me directly to find out more

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