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Financial Planning Specialist
2 months ago
We are seeking a qualified Financial Planner to work with our client, Artemis Recruitment Consultants Ltd. The successful candidate will be responsible for providing financial planning services to clients and prospective clients, generating compliant income for the company.
Key Responsibilities:- Maintain and develop client relationships, maximising 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 and conduct research, analysis, and interpretation, file preparation, and report writing.
This is a self-employed opportunity with a guaranteed income from the start. The ideal candidate will have at least 1-2 years of experience in advising and have achieved their CAS status.
