Financial Planning Specialist
2 weeks ago
Financial Planning Specialist
**Job Purpose:**
As a Private Client Advisor with Artemis Recruitment Consultants Ltd, you will be responsible for meeting with clients and prospective clients to provide financial planning services in accordance with the company's propositions. Your goal will be to generate compliant initial and ongoing income for the company.
**Key Responsibilities:**
* Maintain and develop client relationships, maximizing their potential
* Accurately input information into the CRM system in a timely manner
* Ensure all revenue targets are met and work is completed in a compliant manner and meets the company's quality standards
* Adhere fully to the company's Private Client Proposition
**Requirements:**
* Research, analysis, and interpretation skills
* File preparation and report writing skills
**About Artemis Recruitment Consultants Ltd:**
Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services. We are committed to providing exceptional service to our clients and candidates.
**What We Offer:**
* Competitive salary range of £50k - £70k
* Opportunities for career growth and development
* Collaborative and dynamic work environment
**If you are a motivated and experienced financial planner looking for a new challenge, please apply with your CV and a cover letter.
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