Client Advice Specialist

2 days ago


Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

We are excited to announce an opportunity for a Client Advice Specialist to join our team at Artemis Recruitment Consultants Ltd in Burgess Hill. This role comes with a salary of approximately £45,000 - £65,000 per year, commensurate with experience.

The Client Advice Specialist will play a vital role in advising clients on financial matters, ensuring they receive personalized guidance and support. Responsibilities will include:

  • Conducting Comprehensive Needs Assessments: Gather and analyze client information to understand their unique financial circumstances and objectives.
  • Providing Expert Advice and Guidance: Offer informed recommendations and solutions to help clients achieve their financial goals, while adhering to regulatory requirements.
  • Maintaining Accurate Records: Ensure all client interactions and transactions are documented accurately and efficiently.

If you are a seasoned professional with a passion for delivering exceptional client experiences, we invite you to explore this exciting opportunity.


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