Financial Planner

5 days ago

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

Job Title: Financial Planner


Location: Whiteley, Hampshire.


Firmitas Financial Services has fostered a culture of happy, motivated team members who work with loyal clients that see us as a trusted partner and are eager to recommend us to friends and family. Firmitas are looking for exceptional individuals to join their financial adviser team.


Key Responsibilities:

  • Lasting Bonds: Cultivate genuine, long-term relationships with clients, grounded in trust and understanding. We're committed to journeying alongside our clients through every stage of life, adapting our support to meet their evolving needs and aspirations.


  • Transformation: Provide expert financial guidance with empathy and insight, addressing not just immediate concerns, but also long-term goals and dreams. From retirement planning to investment strategies, tax optimisation, risk management, and specialised financial planning, we're here to help our clients navigate life's financial complexities with confidence.


  • Futures: Offer comprehensive support and ongoing advice, ensuring our clients feel empowered to make informed decisions that shape their financial future. Whether it's planning for retirement, protecting assets, or achieving milestones, we're dedicated to helping our clients achieve their dreams and aspirations, one step at a time.


Minimum Requirements: Experienced Financial Adviser with a Level 4 Advice qualification.

Are you:

  • Someone who is ready to take the next step in your career and can demonstrate that you are proactive, personable, and professional.


  • Someone who has a client-centric approach and mindset.


  • Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely.


  • A capable self-starter who can maximise the support structure provided to help you achieve your aspirations and potential.


  • Someone who cares deeply about best practice, strong team spirit and positive client outcomes.


What We Offer:

  • Existing client servicing opportunities with both private and corporate clients.


  • Earnings: Both Employed and Self-employed packages with the opportunity to build real value within a leading financial advice business. Potential for earning £100k+ within 2 years, with the opportunity for further financial progression.

  • Financial Planner

    2 weeks ago

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

    Job Title: Financial PlannerLocation: Whiteley, Hampshire.Firmitas Financial Services has fostered a culture of happy, motivated team members who work with loyal clients that see us as a trusted partner and are eager to recommend us to friends and family. Firmitas are looking for exceptional individuals to join their financial adviser team.Key...

  • Financial Planner

    2 weeks ago

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

    Job Title: Financial PlannerLocation: Whiteley, Hampshire.Firmitas Financial Services has fostered a culture of happy, motivated team members who work with loyal clients that see us as a trusted partner and are eager to recommend us to friends and family. Firmitas are looking for exceptional individuals to join their financial adviser team.Key...

  • Financial Advisor

    8 months ago

    Portsmouth, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Financial Planner

    2 weeks ago

    Portsmouth, UK, Hampshire, United Kingdom St. James’s Place Full time

    Job Title: Financial PlannerLocation: Whiteley, Hampshire.Firmitas Financial Services has fostered a culture of happy, motivated team members who work with loyal clients that see us as a trusted partner and are eager to recommend us to friends and family. Firmitas are looking for exceptional individuals to join their financial adviser team.Key...

  • Financial Analyst and Planner

    4 days ago

    Portsmouth, Portsmouth, United Kingdom STR Group Full time

    Job Description: Financial Analyst and PlannerAbout Us:We are a leading recruitment agency, providing specialist permanent and contract recruitment services since 2000. Our diverse team of over 150 staff members is comprised of six niche brands, covering various industries including Life Sciences, Architecture & Interior Design, and more.Salary Range:...

  • Financial Services Professional Wanted

    3 days ago

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

    About UsFirmitas 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 SummaryWe're seeking an experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for cultivating long-term...

  • Project & Programme Planner

    7 months ago

    Portsmouth, United Kingdom Babcock International Group Full time

    Job Title: Project and Programme PlannerLocation: Flexible, UK + Hybrid Working Arrangements Compensation: Competitive + BenefitsRole Type: Full time / Permanent Role ID: SF At Babcock we’re working to create a safe and secure world, together, and if you join us, you can play your part as a Project and Programme Planner. The roleAs a Project and...

  • Financial Services Consultant

    4 days ago

    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...

  • Sub-contract Controller

    6 months ago

    Portsmouth, United Kingdom StandardAero Full time

    **Build an Aviation Career You're Proud Of** Your work ties us all together, helping our teams function and operate. Experience opportunities to learn and be a part of an organization that has your back. And with competitive compensation and total rewards, you'll also enjoy our great perks. Work with the latest technologies and techniques in the aviation...

  • Career Advancement Opportunity

    24 hours ago

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

    Company OverviewFirmitas Financial Services has fostered a culture of happy, motivated team members who work with loyal clients that see us as a trusted partner and are eager to recommend us to friends and family. We're committed to journeying alongside our clients through every stage of life, adapting our support to meet their evolving needs and...

  • Sub-contract Controller

    6 months ago

    Portsmouth, United Kingdom StandardAero Full time

    **Build an Aviation Career You're Proud Of** Your work ties us all together, helping our teams function and operate. Experience opportunities to learn and be a part of an organisation that has your back. And with competitive compensation and total rewards, you'll also enjoy our great perks. Work with the latest technologies and techniques in the aviation...

  • Public Transport Specialist

    4 weeks ago

    Portsmouth, Portsmouth, United Kingdom Portsmouth City Council Full time

    Portsmouth City Council is looking for a skilled Transport Planner to support its residents' parking programme. As a Technical Transport Planner, you will be responsible for providing expert advice on transport planning issues, contributing to the development of transport policy and strategy, delivering solutions to complex parking problems, and engaging...