Financial Planning Specialist
2 months ago
Artemis Recruitment Consultants Ltd is seeking a skilled Private Client Advisor to join their team in Merseyside.
Job Purpose: The successful candidate will be responsible for meeting with clients and prospective clients to provide financial planning services in accordance with the company's propositions.
Key Responsibilities:
- Provide financial planning services to clients and prospective clients
- Maintain and develop client relationships to maximize their potential
- Accurately input information into the CRM system in a timely manner
- Ensure all revenue targets are met and work is completed in a compliant manner
- Adhere to the company's Private Client Proposition
Requirements:
- Chartered or working towards Chartered status
- Strong communication and interpersonal skills
- Ability to work in a fast-paced environment
- Knowledge of financial planning principles and practices
What We Offer:
- A competitive salary of £50k - £70k
- A dynamic and supportive work environment
- Opportunities for professional development and growth
About Us:
Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services recruitment. We are committed to providing exceptional service to our clients and candidates.
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