Financial Planning Professional

1 month ago


Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time
About the Role

This is an exciting opportunity for a talented individual to work as a Private Client Advisor, meeting with clients and prospective clients to provide tailored financial planning solutions that align with company propositions.

  • Key responsibilities include maintaining and developing client relationships, maximizing their potential, and accurately recording information into the CRM system in a timely manner.
  • The ideal candidate will ensure all revenue targets are met while working efficiently and complying with regulatory requirements.


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