Private Client Financial Planner
3 weeks ago
This website uses cookies to ensure you get the best experience on our website. Chartered Financial Planner - Lancashire - Artemis Recruitment Consultants Financial Services
Chartered Financial Planner - Lancashire
Chartered Financial Planner - Lancashire
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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