Senior Financial Strategist

2 weeks ago


Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

We are seeking a highly skilled Senior Financial Strategist to join our team at Artemis Recruitment Consultants Ltd. As a key member of our financial services department, you will be responsible for meeting with clients and prospective clients to provide comprehensive financial planning solutions.

Job Responsibilities:

  • To maintain and develop client relationships, maximising their potential and to accurately input information into the CRM system in a timely manner.
  • To ensure all revenue targets are met and work is completed in a compliant manner and meets the company's quality standards.
  • To adhere fully to the company's Private Client Proposition.
  • Research, analysis and interpretation, file preparation, and report writing.

The ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike. A competitive salary of £45,000 - £55,000 per annum, depending on experience, is available for this exciting opportunity.



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