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Strategic Financial Planning Advisor

2 months ago

Leicester, Leicester, United Kingdom Artemis Recruitment Consultants Ltd Full time

Job Title: Private Client Adviser - Leicester


Description:


Our client, Artemis Recruitment Consultants Ltd, is seeking a highly skilled Private Client Adviser to join their team in Leicester. As a key member of the team, you will work with existing clients and help meet their financial planning needs. This role involves a mix of home, office, and hybrid working.


Key Responsibilities:



  • Develop and maintain strong client relationships, identifying opportunities for growth and accurately recording client information in the CRM system.
  • Ensure all revenue targets are met, while maintaining compliance and adhering to the company's quality standards.
  • Work closely with the team to deliver excellent service and meet client expectations.

Requirements:



  • Strong research and analytical skills, with the ability to interpret data and present findings in a clear and concise manner.
  • Excellent planning and organisational skills, with the ability to manage multiple priorities and deadlines.
  • Proficiency in Microsoft packages and client databases.
  • Knowledge of pensions, investments, personal and business protection, and inheritance tax.

What We Offer:



  • Private medical insurance.
  • Life assurance (4x salary).
  • Car allowance.
  • Employer pension contributions.