Financial Services Advisor

1 week ago


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

**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.

**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.


  • Portsmouth, Portsmouth, United Kingdom Toyota Financial Services Corporation Full time

    Job Description:KINTO-UK Ltd, a Mobility Brand owned by Toyota Financial Services Corporation, is seeking an exceptional Driver Support Advisor. This role will be based in Portsmouth and will involve working with customers across the entire driver journey. As a key member of our team, you will be responsible for handling queries, resolving complaints, and...


  • Portsmouth, Portsmouth, United Kingdom Bighornlaw Full time

    **Job Summary**We are seeking a highly skilled Financial Advisor to join our team at Equitable Advisors - Southern New Hampshire.As a Financial Advisor, you will be responsible for assisting clients in designing and implementing strategies to achieve their financial goals. This includes creating customized financial plans, collecting client information, and...


  • Portsmouth, Portsmouth, United Kingdom Bighornlaw Full time

    About the RoleAs a Senior Financial Advisor at Equitable Advisors - Southern New Hampshire, you will play a crucial role in helping clients achieve their financial goals. Your expertise in creating customized financial plans and implementing effective strategies will make a significant impact on our clients' financial security.


  • Portsmouth, Portsmouth, United Kingdom Toyota Financial Services Corporation Full time

    This is an exciting opportunity to work for KINTO-UK Ltd, a leading mobility brand owned by the Toyota Group. We are seeking a highly skilled Customer Service Admin/Driver to join our team in Portsmouth.The successful candidate will have a strong passion for delivering exceptional customer service and be able to communicate effectively with customers across...


  • Portsmouth, Portsmouth, United Kingdom Bighornlaw Full time

    Job SummaryWe are seeking a Strategic Financial Planning Expert to join our team at Equitable Advisors - Southern New Hampshire. The ideal candidate will have a strong background in financial planning, excellent communication skills, and the ability to create successful and long-term advising relationships.Responsibilities:Create comprehensive financial...


  • Portsmouth, Portsmouth, United Kingdom Michael Page (UK) Full time

    Experienced Financial Services Expert WantedWe are seeking an experienced Financial Services Expert to join our team as an Outsourcing Senior. This is an excellent opportunity for a skilled individual to work with a top-tier firm of Chartered Accountants and Tax Advisors in Portsmouth.Role ResponsibilitiesThis role will involve working closely with clients,...


  • Portsmouth, Portsmouth, United Kingdom Charles Taylor Full time

    Charles Taylor, a leading global provider of professional services and technology solutions to the insurance industry, seeks a talented individual to join our team as a Financial Services Group Accountant.The RoleThis role is responsible for supporting the Group Accounting & Acquisitions Manager in statutory reporting, with a focus on being a key point of...


  • Portsmouth, Portsmouth, United Kingdom Campbell Tickell Ltd Full time

    Financial Leadership OpportunityCampbell Tickell Ltd is currently seeking a highly skilled Housing Association Financial Advisor to support our CEO and contribute to our success. This part-time position offers a unique chance to develop your financial leadership skills and make a meaningful impact in our organisation.Key ResponsibilitiesSupport the CEO in...


  • Portsmouth, Portsmouth, United Kingdom Michael Page (UK) Full time

    Are you looking to advance your career in the financial services industry? A Top 10 professional services firm in the UK is seeking a talented Outsourcing Senior to join their team in Portsmouth.About Our ClientThis leading firm of Chartered Accountants and Tax Advisors offers innovative solutions and quality services in the accounting and finance sector. As...


  • Portsmouth, Portsmouth, United Kingdom SLS Recruitment Careers Full time

    Portsmouth Sales and Customer Service AdvisorOur client is seeking a skilled sales and customer service advisor to join their team in Portsmouth. As a sales and customer service advisor, you will play a key role in driving sales and delivering exceptional customer service.Key responsibilities include generating new business opportunities, working with...


  • Portsmouth, Portsmouth, United Kingdom Charles Taylor Full time

    About the RoleCharles Taylor is a leading global provider of professional services and technology solutions to the insurance industry. As a Financial Accountant, you will play a key role in supporting the Group Accounting & Acquisitions Manager with a focus on Statutory Reporting.This includes being a key point of contact for the Group audit and assisting...


  • Portsmouth, Portsmouth, United Kingdom Toyota Financial Services Corporation Full time

    About the Role:The Driver Support Advisor will be responsible for providing exceptional customer service to drivers across the entire driver journey. This will involve handling queries, resolving complaints, and becoming an advocate for our products and services.**Key Skills and Qualifications:**An extremely high level of professional communication and...


  • Portsmouth, Portsmouth, United Kingdom Toyota Financial Services, KINTO and KINTO JOIN Full time

    Job DescriptionAs a Credit Risk Controller at Toyota Financial Services, KINTO, and KINTO UK Ltd, you will play a critical role in reducing delinquency rates, strengthening credit risk management, and building sustainable systems and processes.Key AccountabilitiesCollection Strategies: Provide input and advise on collection strategies to improve the team's...


  • Portsmouth, Portsmouth, United Kingdom Toyota Financial Services Corporation Full time

    The Toyota Group's Mobility Brand, KINTO-UK Ltd, is seeking a skilled Customer Service Administrator to join our team in Portsmouth. As a key member of our team, you will work closely with customers to resolve their queries and issues, provide excellent customer service, and become an advocate for our products and services.This role offers a unique...


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

    About Our Opportunity:We're seeking an Expert Financial Advisor to join our team at Firmitas Financial Services in Whiteley, Hampshire. This role offers a unique chance to develop your skills and advance your career.What We OfferExisting client servicing opportunities.Earnings: Both Employed and Self-employed packages with opportunities to build real...


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

    About Us:Firmitas Financial Services is a trusted partner in Whiteley, Hampshire, fostering a culture of motivated team members who work with loyal clients. We're seeking exceptional individuals to join our financial adviser team.Our ValuesCultivating genuine relationships with clients, grounded in trust and understanding.Journeying alongside clients through...


  • Portsmouth, Portsmouth, United Kingdom Team Jobs - Commercial Full time

    Company OverviewThe Financial Planning company we work with is a leading organization in the industry, known for its excellent services and dedication to client satisfaction. As a Paraplanner, you will be part of a team that takes away everything client side (selling, advising etc), allowing you to focus on your role with minimal administrative...


  • Portsmouth, Portsmouth, United Kingdom Toyota Financial Services Corporation Full time

    KINTO-UK Ltd, a Mobility Brand owned by the Toyota Group, is seeking a highly skilled Customer Service Admin/Driver to join our team in Portsmouth. As a Driver Support Advisor, you will be the first point of contact for our customers and be responsible for managing complaints effectively, handling reports, and assisting our customers with their queries and...


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

    About Our Team:We foster a culture of motivated team members who work with loyal clients at Firmitas Financial Services. As a Strategic Financial Advisor, you'll be part of a supportive team environment.Key ResponsibilitiesDeveloping strong professional relationships with clients, both in person and remotely.Maximising the support structure provided to...


  • Portsmouth, Portsmouth, United Kingdom Toyota Financial Services Corporation Full time

    Job OverviewWe are currently recruiting for a Client Management Lead to join our team at Toyota Financial Services Corporation.In this role, you will be responsible for managing the operational relationship of a set of key client accounts, ensuring effective relationships are built and maintained with customers and internal departments.Your key...