Financial Services Advisor
1 week ago
**About Us**
Firmitas Financial Services is a leading provider of financial advice, dedicated to helping individuals and businesses achieve their long-term goals.
We are seeking an experienced Financial Planner to join our team, working with loyal clients who value our trusted partnership.
The ideal candidate will be a self-starter with excellent communication skills, able to cultivate strong relationships with clients and provide expert guidance on financial planning, investment strategies, tax optimisation, and risk management.
**Key Responsibilities:**
- Lasting Bonds: Develop lasting relationships with clients, providing ongoing support and advice to help them navigate life's financial complexities.
- Transformation: Provide expert financial guidance, addressing immediate concerns and long-term goals, and offering comprehensive support to empower clients to make informed decisions about their financial future.
- Futures: Help clients plan for retirement, protect assets, and achieve milestones, ensuring they feel empowered to shape their financial destiny.
- Transformation: Provide expert financial guidance, addressing immediate concerns and long-term goals, and offering comprehensive support to empower clients to make informed decisions about their financial future.
**What We Offer:**
- Existing client servicing opportunities with private and corporate clients.
- Earnings: Employed and Self-employed packages with the potential to earn £100k+ within 2 years.
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