Financial Planner

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.