Financial Planning Specialist

1 month ago


Farnborough, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Private Client Adviser - Farnborough

Artemis Recruitment Consultants Ltd is seeking a skilled Private Client Adviser to join their team in Farnborough. This role will involve working with a bank of recurring income clients, addressing their financial planning needs, and maintaining strong client relationships.

Key Responsibilities:
  • Maintain and develop client relationships, maximizing their potential and accurately inputting information into the CRM system.
  • Ensure all revenue targets are met and work is completed in a compliant manner, meeting the company's quality standards.
  • Adhere to the company's Private Client Proposition.
Requirements:
  • Research, analysis, and interpretation skills, with experience in file preparation and report writing.
  • Strong planning and organizing skills, with proficiency in Microsoft packages and client databases.
  • Knowledge of pensions, investments, Personal/Business protection, and IHT.
Benefits:
  • Private medical insurance.
  • Life Assurance (4x salary).
  • Car Allowance.
  • Employer pension contributions.


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