Financial Planning Specialist

7 days ago


East Liverpool, Ohio, United Kingdom Artemis Recruitment Consultants Ltd Full time

Financial Planner (Chartered or working towards) - Merseyside

**Job Purpose:**

As a Private Client Advisor, you will be responsible for meeting with clients and prospective clients to provide financial planning services in accordance with the company's propositions. Your goal will be to generate compliant initial and ongoing income for the company.

**Key Responsibilities:**

* Maintain and develop client relationships, maximizing their potential
* 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 and meets the company's quality standards
* Adhere fully to the company's Private Client Proposition
* Research, analysis, and interpretation, file preparation, and report writing

**Requirements:**

* Chartered or working towards Chartered status
* Strong communication and interpersonal skills
* Ability to work in a fast-paced environment
* Proficient in CRM systems

**About Artemis Recruitment Consultants Ltd:**

Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services. We are committed to providing exceptional service to our clients and candidates.



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