Financial Services Consultant

3 days ago


London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Title: Financial Services Consultant

Job Type: Financial Services

Pay: £50k+

Overview

Artemis Recruitment Consultants Ltd is seeking a highly skilled Financial Services Consultant to join their team in Hertfordshire. As a Financial Services Consultant, you will be responsible for advising clients on their financial needs and providing tailored solutions to meet their objectives.

Key Responsibilities:
  • Prospecting and contacting potential clients to discuss their financial needs and goals
  • Conducting thorough financial assessments to identify areas for improvement
  • Developing and implementing personalized financial plans to meet clients' objectives
  • Managing client portfolios to ensure optimal returns and risk management
  • Staying up-to-date with industry developments and regulatory requirements
  • Providing exceptional customer service and building strong relationships with clients
  • Collaborating with internal teams to ensure seamless delivery of services
Requirements:
  • Strong understanding of financial markets and products
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills
  • Proficiency in financial software and systems
Qualifications:

A degree in a relevant field, such as finance or business, is required. Professional certifications, such as CFP or CFA, are highly desirable.



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