Advisory Solutions Specialist

1 week ago


Portsmouth, Portsmouth, United Kingdom St. James's Place Full time
Job Title: Advisory Solutions Specialist

 

At Firmitas Financial Services, based in Whiteley, Hampshire, we're seeking a skilled Financial Adviser to join our team. As an Advisory Solutions Specialist, you'll play a key role in developing strong, lasting relationships with clients, providing expert guidance on their financial journeys.

Key Responsibilities:

  • Develop and maintain close relationships with clients, grounded in trust and understanding, to support them throughout every stage of life.
    • Provide expert financial guidance, addressing immediate concerns and long-term goals and dreams, including retirement planning, investment strategies, tax optimisation, risk management, and specialist financial planning.
      • Offer comprehensive support and ongoing advice, empowering our clients to make informed decisions about their financial futures, whether it's planning for retirement, protecting assets, or achieving milestones.

Salary and Benefits: With both Employed and Self-employed packages available, you'll have the opportunity to build real value within a leading financial advice business. Potential earnings exceed £100k within 2 years, with opportunities for further financial progression and benefits.



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