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Financial Planning Specialist

2 months ago

Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Chartered Financial Planner - Cumbria

Artemis Recruitment Consultants Ltd is seeking a Private Client Advisor to provide financial planning services to clients in accordance with the company's propositions. The successful candidate will be responsible for meeting with clients and prospective clients to discuss their financial needs and provide tailored solutions.

  • Develop and maintain strong relationships with clients, ensuring their financial goals are met and exceeded.
  • Conduct thorough research and analysis to identify opportunities for clients to achieve their financial objectives.
  • Prepare and present reports to clients, outlining recommendations and solutions to meet their financial needs.
  • Collaborate with internal teams to ensure seamless delivery of financial planning services.

Key Responsibilities:

  • Client Relationship Management
  • Financial Planning and Analysis
  • Report Writing and Presentation
  • Team Collaboration

About Artemis Recruitment Consultants Ltd:

We are a leading recruitment agency specializing in financial services. Our team of experts is dedicated to providing exceptional service to our clients and candidates. If you are a motivated and experienced Private Client Advisor looking for a new challenge, we encourage you to apply for this exciting opportunity.