Financial Services Partner

1 month 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 Wealth Management Partner, you will have access to a team of paraplanners and financial administrators to support your career as a Financial Adviser.

About the Role

The successful candidate will provide strategic advice across various financial products and services, assess clients' financial situations, and develop tailored financial plans. You will cultivate a client base, build strong relationships, and network to generate leads and meet sales quotas.

Key Responsibilities

  1. Offer expert advice on financial products and services, including debt management, cash management, insurance coverage, and investments.
  2. Analyze clients' financial data, understand their needs, and create comprehensive financial plans.
  3. Guide clients towards profitable and secure financial decisions.
  4. Build and maintain a strong client base through effective communication and relationship-building.
  5. Stay up-to-date with industry trends and research the market to support financial consulting.
  6. Oversee the implementation and updating of financial plans to ensure profitability.
  7. Ensure compliance with industry regulations and best practices.
  8. Liaise with providers, solicitors, valuers, and other professionals as needed.

Requirements and Skills

  1. Proven experience as a Financial Adviser, Financial Planner, or relevant field.
  2. Track record of successful financial guidance and advice.
  3. Ability to analyze financial data and provide data-driven advice.
  4. Strong communication, negotiation, and presentation skills.
  5. Accuracy, attention to detail, and ability to explain complex information clearly.
  6. Excellent PC knowledge and ability to operate database systems.
  7. Current certification in finance or a related field (e.g., FCA, CII, DipFA, CISI).
  8. Degree in Finance or a related field (preferable).


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