Financial Services Professional Wanted

1 day ago


Portsmouth, Portsmouth, United Kingdom St. James's Place Full time

About Us

Firmitas Financial Services is dedicated to providing exceptional financial advice to our clients. We're passionate about helping individuals achieve their financial goals and live a fulfilling life.

Role Summary

We're seeking an experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for cultivating long-term relationships with clients, providing expert financial guidance, and developing comprehensive financial plans.

Salary Range

Earnings: £60,000 - £100,000 per annum, depending on experience and performance.

Responsibilities

  • Conduct financial assessments and provide recommendations to clients.
  • Develop and implement comprehensive financial plans tailored to individual client needs.
  • Build and maintain strong relationships with clients through excellent communication and customer service skills.

Requirements

Minimum Requirements: Level 4 Advice qualification, excellent communication and interpersonal skills, and a proven track record of success in a similar role.



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