Senior Financial Planner
1 month ago
As a Financial Planning Specialist at Artemis Recruitment Consultants Ltd, you will play a vital role in providing financial planning services to clients and prospective clients in Cumbria.
Your Key Responsibilities:
- Providing expert financial planning advice to clients and prospective clients.
- Researching, analyzing and interpreting data to develop client relationships.
- Maintaining and developing client relations, ensuring all revenue targets are met.
- Accurately inputting information into the CRM system in a timely manner.
Requirements:
To be successful in this role, you will need:
- A Chartered Financial Planner qualification or working towards it.
- Excellent communication and interpersonal skills.
- Ability to build strong relationships with clients.
What We Offer:
- A competitive salary of £58,000 - £72,000 per annum, depending on experience.
- The opportunity to work with a reputable firm in Cumbria.
- A supportive and dynamic team environment.
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