Financial Services Partner
1 month ago
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
- Offer expert advice on financial products and services, including debt management, cash management, insurance coverage, and investments.
- Analyze clients' financial data, understand their needs, and create comprehensive financial plans.
- Guide clients towards profitable and secure financial decisions.
- Build and maintain a strong client base through effective communication and relationship-building.
- Stay up-to-date with industry trends and research the market to support financial consulting.
- Oversee the implementation and updating of financial plans to ensure profitability.
- Ensure compliance with industry regulations and best practices.
- Liaise with providers, solicitors, valuers, and other professionals as needed.
Requirements and Skills
- Proven experience as a Financial Adviser, Financial Planner, or relevant field.
- Track record of successful financial guidance and advice.
- Ability to analyze financial data and provide data-driven advice.
- Strong communication, negotiation, and presentation skills.
- Accuracy, attention to detail, and ability to explain complex information clearly.
- Excellent PC knowledge and ability to operate database systems.
- Current certification in finance or a related field (e.g., FCA, CII, DipFA, CISI).
- Degree in Finance or a related field (preferable).
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