Private Client Advisor

1 month ago


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

Artemis Recruitment Consultants Ltd is seeking a Private Client Advisor to join their team in Cumbria. As a key member of the team, you will be responsible for providing financial planning services to clients and prospective clients.

Key Responsibilities:

  • Meeting with clients and prospective clients to discuss their financial planning needs.
  • 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.

Benefits:

  • A competitive salary of £60,000 - £75,000 per annum, depending on experience.
  • The opportunity to work with a reputable firm in Cumbria.
  • A supportive and dynamic team environment.

Why Choose Us:

At Artemis Recruitment Consultants Ltd, we offer a unique opportunity to work with a respected firm in Cumbria. Our team is dedicated to providing exceptional service to our clients, and we are committed to helping you achieve your career goals.



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