Financial Services Advisor

5 days ago


Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd is looking for a Private Client Advisor to join their team. The job purpose involves providing financial planning for clients and prospective clients in accordance with the company propositions, generating compliant initial and ongoing income. Key responsibilities include maintaining client relations, maximising potential, and accurately inputting information into the CRM system.

Key Responsibilities:
  • To meet with clients and prospective clients to provide financial planning services
  • To maintain and develop client relations to maximise their potential
  • To research, analyse and interpret data, prepare files, and write reports

The ideal candidate will have experience as a Chartered or working towards it. A salary of £50-70k per annum is offered based on location. This role is perfect for those who enjoy building relationships and providing expert financial planning advice.



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