Financial Planning Specialist
7 days ago
Job Purpose:
As a Private Client Advisor with Artemis Recruitment Consultants Ltd, 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:
- Develop and maintain client relationships, maximizing their potential and accurately inputting information into the CRM system in a timely manner.
- 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, conducting research, analysis, and interpretation, file preparation, and report writing.
Requirements:
To be successful in this role, you will need to have a Chartered or working towards Chartered status as a Financial Planner. You will also need to have excellent communication and interpersonal skills, with the ability to work in a fast-paced environment.
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