Financial Planning
3 weeks ago
This website uses cookies to ensure you get the best experience on our website. Financial Planner (Chartered or working towards) - Merseyside - Artemis Recruitment Consultants Financial Services
Financial Planner (Chartered or working towards) - Merseyside
Financial Planner (Chartered or working towards) - Merseyside
Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the company.
To maintain and develop client relations, maximising their potential and to accurately input information into the CRM system in a timely manner.
To ensure all revenue targets are met and work is completed in a compliant manner and meets the company’s quality standards.
To adhere fully to the company's Private Client Proposition
Research, analysis and interpretation, file preparation, and report writing
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Junior Paraplanner
Found in: Whatjobs ES C2 - 3 days ago
Liverpool, United Kingdom Douglas White Financial Planning Full timeCompany Description Douglas White Financial Planning is a leading financial services firm specialising in providing tailored wealth management solutions to high-net-worth individuals, including professional athletes, entrepreneurs, and executives. With a client-centric approach, we aim to deliver personalised financial advice and investment strategies to...
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Found in: Appcast Linkedin GBL C2 - 3 days ago
Liverpool, United Kingdom Douglas White Financial Planning Full timeCompany DescriptionDouglas White Financial Planning is a leading financial services firm specialising in providing tailored wealth management solutions to high-net-worth individuals, including professional athletes, entrepreneurs, and executives. With a client-centric approach, we aim to deliver personalised financial advice and investment strategies to help...
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Found in: Appcast UK C C2 - 4 days ago
Liverpool, United Kingdom Douglas White Financial Planning Full timeCompany DescriptionDouglas White Financial Planning is a leading financial services firm specialising in providing tailored wealth management solutions to high-net-worth individuals, including professional athletes, entrepreneurs, and executives. With a client-centric approach, we aim to deliver personalised financial advice and investment strategies to help...
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Found in: Talent UK 2A C2 - 4 days ago
Liverpool, United Kingdom Douglas White Financial Planning Full timeCompany DescriptionDouglas White Financial Planning is a leading financial services firm specialising in providing tailored wealth management solutions to high-net-worth individuals, including professional athletes, entrepreneurs, and executives. With a client-centric approach, we aim to deliver personalised financial advice and investment strategies to help...
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Found in: Appcast UK C2 - 4 days ago
Liverpool, United Kingdom Douglas White Financial Planning Full timeCompany DescriptionDouglas White Financial Planning is a leading financial services firm specialising in providing tailored wealth management solutions to high-net-worth individuals, including professional athletes, entrepreneurs, and executives. With a client-centric approach, we aim to deliver personalised financial advice and investment strategies to help...
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