Financial Planner

Salisbury House Wealth; Leicester; On-site; GBP 40,000 - 70,000; Full time

Benefits offered by this job

Premium remuneration

Discretionary bonus

Private medical cover

Administrative and paraplanningsupport

Platform for growth

Job summary

Salisbury House Wealth is seeking an experienced Financial Planner to join our Wigston, Leicester team. With over 36 years of heritage and ambitious growth plans, you will manage an established client bank and deliver holistic advice across pensions, investments, and retirement planning.

This role offers a premium remuneration package, discretionary bonus upon probation, private medical cover, and strong admin and paraplanning support to help you develop new business and strengthen client

Qualifications

• At least five years of advising experience and a track record of delivering quality financial planning.
• Commercial drive to develop your own business and generate opportunities.
• Must be able to identify opportunities across pensions, investments, retirement planning, estate planning and inheritance tax planning.

Responsibilities

• Identify opportunities and generate referrals to grow the business.
• Develop and maintain strong client relationships with an established client bank.
• Deliver holistic financial planning across pensions, investments, retirement and estate planning.
• Work with support teams to focus on client service and business development.

Skills

Client engagement

Business development

Professional development

Job description

Experienced Financial Planners – Take Your Career to the Next Level

Salisbury House Wealth is entering an exciting new chapter following our very recent move to a Directly Authorised, whole-of-market proposition. With over 36 years of heritage and ambitious growth plans, we are looking for an experienced Financial Planner to join our team in Wigston, Leicester.

What makes this opportunity stand out?

• A Premium Remuneration Package – a highly competitive salary reflecting your experience and expertise, with the opportunity to maximise your overall earnings.


• Discretionary Bonus Scheme – eligibility following successful completion of probation.


• Premium Staff Benefits – including private medical cover through AXA.


• An Established Client Bank with Substantial AUM – providing an excellent platform to build lasting relationships, deliver holistic advice and identify further business opportunities.


• Dedicated Administrative and Paraplanning Support – allowing you to focus on clients, business generation and professional development.


• A Platform for Growth – join an established business with a strong reputation and a clear ambition to grow.

This is not a servicing-only role.

We are looking for a commercially minded Planner who can do more than maintain an existing client bank. You will be expected to identify opportunities, develop client relationships, generate referrals and actively contribute to growing the business.

Our advisers' time is focused on three priorities:

• Client engagement: delivering excellent advice and building long-term relationships.


• Business generation: developing opportunities from existing clients, referrals and professional introducers.


• Professional development: continually strengthening technical expertise and the client proposition.

Who are we looking for?

Ideally, you will have at least five years' advising experience, a strong track record of delivering quality financial planning and the commercial drive to develop your own business.

You will be confident identifying opportunities across pensions, investments, retirement planning, estate planning and inheritance tax planning, with the initiative to turn those opportunities into meaningful client outcomes and business growth.

We want someone who sees an established client bank as an opportunity to build upon, not simply maintain.

Ready for your next move?

If you are an ambitious Financial Planner looking for a substantial client bank, a premium remuneration package, excellent support and the opportunity to grow your earnings and career, I would welcome a confidential conversation.

Location: Wigston, Leicester

Experience: Ideally 5+ years' advising experience

Message me directly on LinkedIn or call 07583 864695 for an informal, confidential discussion.

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