Financial Services Specialist
2 weeks ago
Artemis Recruitment Consultants Ltd is seeking a Financial Services Specialist to join their team in Burgess Hill. The ideal candidate will have experience in advising clients on financial matters and will be responsible for managing client portfolios in accordance with their objectives and the firm's investment proposition.
Key responsibilities include:
- Prospecting and contacting potential clients to discuss their financial needs and objectives
- Conducting thorough research on financial products and services to provide informed recommendations to clients
- Managing client portfolios to ensure they are aligned with their risk tolerance and investment goals
- Providing ongoing support and guidance to clients to ensure they are aware of their financial situation and any changes that may impact their investments
- Staying up-to-date with relevant regulatory requirements and industry developments to ensure compliance with all relevant laws and regulations
Requirements:
- Relevant experience in financial services, including experience in advising clients on financial matters
- Strong knowledge of financial products and services, including investments, pensions, and insurance
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
- Ability to work independently and as part of a team, with a strong focus on delivering high-quality results
- Relevant qualifications, such as a degree in finance or a related field, and/or professional certifications, such as the Chartered Financial Planner (CFP) designation
Artemis Recruitment Consultants Ltd is an equal opportunities employer and welcomes applications from all qualified candidates.
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Financial Services Specialist
3 weeks ago
Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser - Burgess HillArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Burgess Hill. As a Financial Adviser, you will be responsible for advising clients on their financial circumstances and objectives.Key Responsibilities:Prospecting and contacting potential clients to discuss their financial needs...
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Financial Services Specialist
3 weeks ago
Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser - Burgess HillArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Burgess Hill. As a Financial Adviser, you will be responsible for advising clients on their financial circumstances and objectives.Key Responsibilities:Prospecting and contacting potential clients to discuss their financial needs...
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Financial Services Specialist
3 weeks ago
Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser - Burgess HillArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Burgess Hill. As a Financial Adviser, you will be responsible for advising clients on their financial circumstances and objectives.Key Responsibilities:Prospecting and contacting potential clients to discuss their financial needs...
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Financial Services Specialist
3 weeks ago
Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser - Burgess HillArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Burgess Hill. As a Financial Adviser, you will be responsible for advising clients on their financial circumstances and objectives.Key Responsibilities:Prospecting and contacting potential clients to discuss their financial needs...
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Financial Services Specialist
4 weeks ago
Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser - Burgess HillArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Burgess Hill. As a Financial Adviser, you will be responsible for advising clients on their financial circumstances and objectives.Key Responsibilities:Prospecting and contacting potential clients to discuss their financial needs...
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Financial Services Specialist
4 weeks ago
Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser - Burgess HillArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Burgess Hill. As a Financial Adviser, you will be responsible for advising clients on their financial circumstances and objectives.Key Responsibilities:Prospecting and contacting potential clients to discuss their financial needs...
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Financial Services Specialist
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Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser - Burgess HillArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Burgess Hill. As a Financial Adviser, you will be responsible for advising clients on their financial circumstances and objectives.Key Responsibilities:Prospecting and contacting potential clients to discuss their financial...
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Financial Services Specialist
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Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser - Burgess HillArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Burgess Hill. As a Financial Adviser, you will be responsible for advising clients on their financial circumstances and objectives.Key Responsibilities:Prospecting and contacting potential clients to discuss their financial...
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Financial Services Specialist
1 month ago
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