Money Management Specialist

2 days ago


Leeds, Leeds, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Title: Money Management Specialist

Salary: £40,000 - £55,000 per annum

About the Role

We are seeking a skilled Money Management Specialist to join our team at Artemis Recruitment Consultants Ltd. As a Money Management Specialist, you will be responsible for providing expert financial guidance to clients, helping them manage their finances effectively.

Key Responsibilities
  • Assess clients' overall financial situation and develop tailored financial plans to achieve their goals.
  • Provide strategic advice on a range of financial products and services, including debt management, cash management, insurance coverage, and investments.
  • Cultivate strong relationships with clients and build a loyal client base.
Requirements and Skills
  • Proven experience as a Financial Adviser or Financial Planner.
  • Strong analytical and communication skills, with the ability to explain complex financial concepts in a clear and concise manner.
  • Excellent knowledge of financial markets and products.
  • Current certification in a relevant field, such as FCA or CII.


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