Financial Services Consultant

4 weeks ago


London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
Wealth Management Partner Opportunity

Artemis Recruitment Consultants Ltd is seeking a skilled Wealth Management Partner to join their team in London. As a key member of the firm, you will provide strategic advice to high-net-worth clients, helping them achieve their financial goals.

Key Responsibilities:
  1. Develop and implement comprehensive financial plans for clients, taking into account their unique needs and circumstances.
  2. Provide expert advice on a range of financial products and services, including debt management, cash management, and investments.
  3. Cultivate strong relationships with clients, delivering exceptional service and support.
  4. Stay up-to-date with industry trends and research, ensuring you remain at the forefront of financial consulting.
  5. Collaborate with other professionals, such as solicitors and valuers, to provide a seamless service to clients.
Requirements:
  1. Proven experience as a Financial Adviser or Financial Planner, with a strong track record of success.
  2. Ability to analyze complex financial data and provide clear, actionable advice.
  3. Excellent communication and interpersonal skills, with a strong focus on building relationships.
  4. Current certification in a relevant field, such as FCA or CII.
  5. Degree in Finance or a related field, preferred.

If you are a motivated and experienced Wealth Management Partner looking for a new challenge, please apply to this exciting opportunity.



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