Advisory Role Specialist

1 day ago


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

Join Artemis Recruitment Consultants Ltd's Burgess Hill team as an Advisory Role Specialist In this position, you will work directly with clients to understand their financial goals and develop tailored solutions.

About the Role

This exciting opportunity comes with a salary of approximately £38,000 - £48,000 per annum, commensurate with your experience.

As an Advisory Role Specialist, you will need to possess strong communication and interpersonal skills, as well as a solid understanding of financial products and services.

Key Responsibilities
  • Meet with clients to discuss their financial objectives and provide guidance on achieving them.
  • Develop and implement customized financial plans for clients, including investment and savings strategies.
  • Stay informed about industry trends and regulatory changes to ensure seamless delivery of services.
  • Foster strong relationships with clients to build trust and loyalty.
  • Collaborate with internal teams to ensure efficient service delivery and optimal client outcomes.

If you're committed to delivering exceptional client experiences and enjoy working in a fast-paced environment, we encourage you to apply for this role



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