Financial Planning Specialist
4 days ago
Type of Position: Private Client Adviser
Pay: £50k - £65k
Artemis Recruitment Consultants Ltd is seeking a Private Client Adviser to work with an existing bank of recurring income clients and address their financial planning needs. This will be a home/office/hybrid based role.
Key Responsibilities:- Maintain and develop client relations, maximising their potential and accurately input information into the CRM system in a timely manner.
- Ensure all revenue targets are met and work is completed in a compliant manner that meets the company's quality standards.
- Adhere fully to the company's Private Client Proposition.
- Research, analysis and interpretation, file preparation, and report writing.
- Strong planning and organising/diary management.
- Competent at using Microsoft packages and client databases.
- Knowledge of pensions, investments, Personal/Business protection, IHT.
- Private medical insurance.
- Life Assurance (4x salary).
- Employer pension contributions.
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