Careers

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.

We are now seeking an ambitious, commercially driven Financial Planner who is not only technically strong but thrives on developing new business and building long-term, high-value client relationships.

Our Core Values

Everything we do at Salisbury House Wealth is underpinned by four 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.

Who We Are

Salisbury House Wealth has been servicing clients for almost 40 years, enriching lives, building security and providing reassurance beyond numbers. Our niche is engaging clients with their money, deeply understanding their needs, educating them about financial matters and partnering with them to deliver tailored solutions.

At the core of our business are our values:

• Nurturing Relationships – grounded in trust, transparency and collaboration with clients and colleagues.
• Navigating Futures – guiding clients through complex financial landscapes with clarity and expertise.
• Client-Centred Excellence – placing our clients’ distinct requirements at the forefront, shaping their futures with personalised advice and outstanding service.
• Thriving Together – we’re dedicated to our serious pursuit of excellence, making each step an enjoyable journey for our team and clients alike, reminding ourselves that our true impact is measured by the value we bring.

The Role

Our Client Support Team is fundamental to the success of our business, as the first point of contact for clients and providers alike. This involves provided administrative support of the highest standard and so that regulatory requirements are met from start to finish of the client journey.

As Client Support you will report to the Client Support Manager and constantly be looking to reduce business risk, increase efficiency and improve client outcomes, largely leveraged by the effective use of technology, adherence to company processes and outstanding customer service.

Duties & Responsibilities

• Providing an efficient new business processing service, completing research, trades/fund switches, and liaising with product providers, to ensure that new business is set up and processed correctly
• Providing administration support in relation to valuations, transfer of servicing and client reviews to allow advisers to conduct efficient and effective client meetings
• Providing an effective link between the client and the adviser, ensuring that both are kept up to date with all matters relating to their financial affairs
• Ensuring that all client information is stored on the relevant system, that it is updated accurately and in a timely manner, checking that all compliance requirements are met
• Providing post meeting administration support to advisers, ensuring that all work is completed within agreed timescales
• Ensuring that any complaints (formal or informal), breaches or losses are reported to the Commercial Director at the earliest possible opportunity to facilitate speedy resolution
• To undertake general administrative duties (e.g. scanning, filing, preparing letters, etc.) in order to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory requirements
• To continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectively
• To support with process improvements and developments and business projects, to drive the company forwards
• To support with suitability, cashflow and client portal in line with set processes, templates and house views
• To undertake reasonable additional duties at the request of your Line Manager as may be required from time to time

Skills, Qualifications, Knowledge & Experience

Essential:

• Excellent prioritisation and organisation, ensuring deadlines are adhered to and managing own workloads
• Advanced data and IT skills, including data input, accuracy and navigation
• Ability to build relationships with clients and advisers and ensure an effective relationship is maintained

Desirable:

• Experience of working for a Financial Adviser, with specific industry and product knowledge
• Certificate in Financial Administration or equivalent
• Experience of Intelliflo Office and/or The Openwork Partnership’s ConcertHub system

Rewards

• ​Competitive salary
• Workplace pension with provider and funds under SHW main proposition via salary exchange (5% employer and 3% employee equivalent)
• 23 days holiday allowance, plus public holidays
• Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year
• Private medical scheme following successful completion of 6 months probation
• Hybrid working up to 1 day a week from home in addition to flexible working for appointments
• Funding and support for professional development
• Discounts on our services
• Referral scheme