Private Client Advisor
1 month ago
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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