Senior Financial Planner

Senior Financial Planner Salisbury Established Accountancy and Wealth Planning Group Are you a Chartered or Diploma-qualified Financial Planner looking for a genuine career pathway, not just another advice role? We''re recruiting on behalf of a well-established, multi-office accountancy and financial planning group with a strong reputation across the South West. It invests seriously in its people, with a structured career pathway, in-house technical support, and a client bank built on long-standing relationships rather than cold leads. You''ll take on a portfolio of around 55 clients across the Salisbury with access to introductions from the wider firm, advising on investable assets of £200k-£1.5m with an average case size of around £500k. Working pattern: In the office a minimum of 3 days a week initially while building introducer relationships. The role: Manage a portfolio of 55 high-value clients, mostly warm introductions from the wider firm Deliver expert planning across tax, retirement, investment and estate planning Achieve individual revenue, new business and net AUA targets Build a pipeline through referral, networking and introducer relationships Act as trusted adviser and escalation point for complex client queries Work closely with Paraplanners and Client Executives on case management Mentor junior planners and support the team''s wider strategy and growth What you''ll need: Diploma in Financial Planning (or equivalent) - essential Proven experience advising ..... full job details .....