Financial services are a vital part of any economy, helping individuals and businesses manage their money. From banking and credit to mortgages, investment, insurance and more, financial institutions offer a multitude of solutions for all kinds of needs.
The industry is highly competitive and it can be a challenge to get a foot in the door, but for those that are willing to put in the work, it’s a great space to build a long-term career. There are many opportunities to work for some of the largest and most well-known names in the City.
With all of the new tools that are being introduced in this industry on a daily basis, it’s important for those working within this sector to be constantly learning and growing their skillset. Many of the firms Phyton Talent Advisors work with in this space invest a lot into their employees, providing opportunities for training and development and encouraging their staff to continue their education through external seminars.
Having an out-of-the-box solution that supports and streamlines collaboration with clients is crucial for those in the wealth management industry. FSC allows advisors to track and visualise client relationships, prioritise referrals, and orchestrate tasks with key stakeholders. With the ability to have financial accounts and rollups, as well as tools for needs assessments and risk assessment, FSC is a great way for advisors to keep their finger on the pulse. This is especially helpful when it comes to the complexities of the structured finance market.