Financial Planner → in Salisbury

About Salisbury House Wealth

Salisbury House Wealth is a well-established, FCA regulated financial planning firm with over 36 years of heritage. We provide bespoke, holistic advice across pensions, investments, estate planning and mortgages to professionals, business owners and families who value high-quality, long-term financial planning. As part of the Openwork network, we combine independent thinking with a robust compliance framework and first-class infrastructure. Our reputation has been built on professionalism, technical excellence and an unwavering commitment to delivering outstanding client outcomes.

Our Core Values

• Nurturing Relationships – We build long-term, trusted relationships with clients, placing genuine care and understanding at the heart of our advice.
• Navigating Futures – We provide clear, forward-thinking financial planning that gives clients confidence and clarity about their long-term future.
• Client-Centred Excellence – We hold ourselves to the highest professional and technical standards, delivering tailored advice with precision, integrity and accountability.
• Thriving Together – We believe in collaboration, shared success and supporting one another to achieve both individual and collective growth.

We expect every Financial Planner within the firm to actively demonstrate and promote these values in their daily conduct, client interactions and business development activities.

The Opportunity

This role is ideally suited to a high-performing adviser who sees themselves as a true business developer. A proactive, confident and credible professional who enjoys creating opportunities, building influence and growing a client bank. You will be supported by a strong administrative and compliance infrastructure, enabling you to focus on what you do best, advising clients, generating new business and growing assets under management in a sustainable and compliant manner.

Who We’re Looking For

We are seeking a Financial Planner who demonstrates:

• A proven track record of new business development and the ability to consistently generate and convert opportunities.
• A genuine “go-getter” mindset, proactive, energetic and commercially astute.
• Minimum 5 years’ experience advising retail and/or business clients on pensions, investments, retirement and estate planning.
• Chartered status (CII) or close to achieving it.
• Strong technical knowledge across investment planning, tax‑efficient strategies and retirement income solutions.
• Confidence in using cashflow modelling tools to articulate long‑term planning outcomes.
• The ability to build credibility quickly with clients & other professionals.
• Excellent communication and presentation skills, with a polished and highly professional approach.
• Strong organisational skills, self‑discipline and effective diary management.
• A growth mindset aligned with the firm’s long‑term ambitions.

This is not a servicing only role. We are looking for an adviser who actively seeks growth, able to identify opportunities, develop introducer relationships and sees business development as a core part of their professional identity.

Role & Responsibilities

As a Financial Planner at Salisbury House Wealth, you will:

• Deliver high‑quality, compliant regulated advice across pensions, investments, estate planning and wealth management.
• Proactively develop new business through networking, professional connections, client referrals and strategic relationship building.
• Identify opportunities within existing client relationships to broaden and deepen engagement.
• Build and manage your own client portfolio with clear growth objectives.
• Use cashflow modelling software to demonstrate value and create compelling client journeys.
• Maintain full compliance with FCA and Openwork requirements, ensuring suitability and robust documentation.
• Work closely with internal support teams to maximise efficiency and client service standards.
• Maintain high levels of CPD and stay fully up to date with legislation and market developments.
• Embody and promote our core values: Nurturing Relationships, Navigating Futures, Client‑Centred Excellence, and Thriving Together.

What Sets Salisbury House Wealth Apart

We pride ourselves on being a highly professional, values‑driven financial planning firm. Our advisers are expected to operate to the highest standards of integrity, presentation, and technical competence. We offer:

• A respected brand with 36+ years of trusted client relationships.
• A strong pipeline of opportunity combined with the autonomy to develop your own.
• Full paraplanning and administrative support.
• Clear career progression and support toward Chartered (if not already achieved).
• A collaborative team culture that rewards performance and professionalism.
• An office‑based structure designed to foster teamwork, mentoring and accountability.

The Ideal Candidate

The successful applicant will be:

• Ambitious and commercially motivated.
• Comfortable working with affluent and aspirational clients.
• Highly professional in conduct, appearance, and communication.
• Confident in articulating value and fees.
• Motivated by growth, not maintenance.

If you are an experienced Financial Planner who wants to be part of a progressive, professional firm and you are driven to build and grow a significant client bank, we would welcome your application.