Financial Planning Specialist

4 days ago


Weybridge, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time
Private Client Adviser Role

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.
Requirements:
  • 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.
Benefits:
  • Private medical insurance.
  • Life Assurance (4x salary).
  • Employer pension contributions.


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