Independent Financial Advisor

Salisbury Financial Services Ltd; Gerrards Cross; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading financial services firm is seeking an Independent Financial Advisor with a strong client following or referral network. The role offers autonomy and a service-focused environment, supporting high-net-worth clients with tailored financial solutions. Join a growing team dedicated to exceptional client service and flexible working.

Benefits

25 days’ annual leave + bank holidays

Company pension

Qualifications

• 2+ years in current role.
• 5+ years experience as an IFA.

Responsibilities

• Drive future marketing to grow client bank.
• Work with autonomy and provide excellent client service.

Skills

Service-focused

Client Relationship Management

Education

CAS holder

Job description

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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 seeking more freedom and flexibility 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 least a network of referrals to support you
• Service-focused with a willingness to go above and beyond

Salary & Benefits

• Competitive package
• 25 days’ annual leave + bank holidays
• Company pension

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

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