Chartered Financial Planner Role

3 weeks ago


London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

Job Overview: Artemis Recruitment Consultants Ltd is seeking an experienced Private Client Advisor to join its team in Lancashire. This role involves working closely with clients and prospective clients to provide financial planning services that meet their needs and goals.

Key Accountabilities:

  • To maintain and develop strong relationships with clients, identifying opportunities to increase revenue and improve customer satisfaction.
  • To ensure all work is completed in a compliant manner, adhering to the company's quality standards and regulatory requirements.
  • To research, analyze, and interpret data, preparing comprehensive reports and presentations to support client decision-making.
  • To collaborate with internal teams to deliver high-quality services that meet client expectations.

Requirements:

  • Experience as a Private Client Advisor or Chartered Financial Planner.
  • Strong knowledge of financial planning principles and practices.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment, prioritizing tasks and meeting deadlines.

Compensation Package: The estimated annual salary for this role is £40,000 - £55,000, commensurate with experience.



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