Strategic Financial Planner

1 month ago


Farnborough, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Overview: As a Private Client Adviser at Artemis Recruitment Consultants Ltd, you will be responsible for providing cost-efficient and effective financial planning advice to clients. Your primary goal is to balance meeting client needs with generating income and proactive prospecting.

Key Responsibilities:
  • To provide high-quality, whole-of-market focused financial planning advice to clients.
  • To maintain accurate records of client interactions and meetings.
  • To stay up-to-date with industry developments and changes in regulations.


Requirements:
  • Pension transfer experience.
  • Strong research, analysis, and interpretation skills.
  • Experience of providing advice via telephone.


Benefits:
  • Competitive salary: £50,000 - £60,000 per annum.
  • Private Medical Insurance.
  • Life Assurance (4x salary).
  • Pension 6% Employer, 3% Employee.


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