Job Title: Independent Financial Advisor – client bank provided
Location: Salisbury
Basic Salary: £65,000 – £75,000 basic, realistic OTE of over £110,000 per annum
An excellent opportunity for an experienced Financial Planner to join an established and progressive national Financial Planning firm, who are looking to recruit an experienced Financial Planner. You will work closely with a highly experienced and qualified team and inherit an established and profitable client bank, consisting of approximately 120 households (c.£50 million AUM).
The Required Skills:
Level 4 Diploma-qualified as a minimum, ideally Level 6/Chartered qualified or the desire to progress.
CAS and SPS essential.
A background in financial planning, private wealth, or family office environments.
Skilled at developing professional connections and generating new business.
Confident working independently and comfortable in a small, self-driven team.
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