Private Client Advisor
4 days ago
About the Role:
As a Private Client Advisor with Artemis Recruitment Consultants Ltd, you will be responsible for providing financial planning services to clients in Cheshire. This role involves meeting with clients and prospective clients to provide financial planning advice and generating compliant initial and ongoing income for the company.
Key Responsibilities:
- To develop and maintain strong relationships with existing clients and identify new business opportunities.
- To ensure that all client interactions are conducted in a professional and courteous manner.
- To maintain accurate records of client interactions and communicate effectively with colleagues and management.
Requirements:
- Chartered or working towards Chartered status as a Financial Planner.
- Excellent communication and interpersonal skills.
- Able to work under pressure and meet deadlines.
Compensation:
The estimated annual salary for this position is between £45,000 and £65,000, depending on experience and qualifications. We offer ongoing training and development opportunities, as well as a supportive and collaborative team environment.
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