Senior Planning Specialist

2 weeks ago


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

Job Summary:

We are looking for an experienced Senior Planning Specialist to join our financial services team at Artemis Recruitment Consultants Ltd. In this role, you will be responsible for building and maintaining strong relationships with clients, ensuring that their financial needs are met through the development of personalized financial plans.

Key Responsibilities:

  • Maintain up-to-date client records in our CRM system.
  • Develop and implement comprehensive financial plans tailored to individual client needs.
  • Provide regular reporting and updates on client progress.
  • Work closely with internal stakeholders to ensure seamless delivery of services.

Remuneration: This position offers a competitive salary ranging from £55,000 to £70,000 per annum, based on qualifications and experience. Furthermore, we offer flexible working arrangements, including remote work options.



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