Senior Financial Planner

3 weeks ago


Leeds, Leeds, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Title: Senior Financial Planner

Salary: £50,000 - £65,000 per annum

About the Company

Artemis Recruitment Consultants Ltd is a leading recruitment agency specialising in financial services. We are committed to providing exceptional service to our clients and candidates.

Job Description

We are seeking a highly experienced Senior Financial Planner to join our team. As a Senior Financial Planner, you will be responsible for managing a portfolio of clients and developing comprehensive financial plans to meet their needs.

Key Responsibilities
  • Manage a portfolio of clients and provide ongoing financial guidance and support.
  • Develop and implement financial plans that meet clients' goals and objectives.
  • Cultivate strong relationships with clients and build a loyal client base.
Requirements and Skills
  • Proven experience as a Financial Adviser or Financial Planner.
  • Strong analytical and communication skills, with the ability to explain complex financial concepts in a clear and concise manner.
  • Excellent knowledge of financial markets and products.
  • Current certification in a relevant field, such as FCA or CII.


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