Senior Financial Planner: Grow Your Client Book & Earnings

S H W

Leicester

On-site

GBP 40,000 - 70,000

Full time

11 days ago

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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.