Desk-Based Wealth Management Consultant

2 days ago


Farnborough, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Dedicated Private Client Advisor Sought for Farnborough Team

We are seeking an experienced Private Client Advisor to join our Farnborough team, working on a desk-based role.

Job Description:

  1. The successful candidate will provide high-quality financial planning services to clients, ensuring their needs are met and exceeded.
  2. They will develop and maintain a strong understanding of pension transfer regulations and best practices, providing expert advice to clients.
  3. Building and maintaining relationships with clients is essential, as they will need to understand their goals and aspirations, and develop tailored plans to achieve them.
  4. Providing exceptional customer service is critical, as they will respond promptly to client inquiries and resolve issues efficiently.
  5. Contributing to the growth and development of the team is also key, as they will share their knowledge and expertise to drive business success.

Salary Package:

  • A competitive salary package, including a salary range of £50,000-£70,000 per annum, depending on experience.
  • A comprehensive benefits package, including private medical insurance and life assurance.
  • Ongoing training and professional development opportunities, ensuring they stay up-to-date with industry trends and best practices.

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