Direct message the job poster from Firmitas Financial Services Ltd
Helping talented people change careers to become Wealth Advice Professionals
This is a fantastic opportunity for an experienced or aspiring financial adviser looking to take the next step in their career, working with a company that is committed to supporting you on your journey in a highly collaborative environment. Our technology-enabled environment enables you to concentrate on what is important: providing relationship-based financial advice to clients to help them meet their needs and objectives.
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
How will SJP support you:
* Existing client servicing opportunities with both private and corporate clients
* Specialist advice and technical support
* Exceptional lead generation and marketing support
* Streamlined administration allowing more time with clients
* Coaching, development and application training for client meeting skills
Minimum Requirements: Financial services office experience. Ideally experience in client facing roles and studying towards a Level 4 financial advice diploma.
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.
Seniority level
* Seniority level
Associate
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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