Business Planning Specialist

3 weeks ago


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

Company Overview:

We are Artemis Recruitment Consultants Ltd, a leading recruitment agency with a focus on providing exceptional service to our clients. We are currently seeking an experienced Business Planning Specialist to join our team.

Salary: £55k-£70k per annum

Job Description:

This role involves working closely with private clients to provide financial planning services, generating compliant income and meeting revenue targets. Key responsibilities include maintaining client relationships, ensuring all work is completed in a compliant manner and adhering to the company's Private Client Proposition.

  • Maintain and develop strong client relationships through prompt inputting of information into the CRM system.
  • Ensure all revenue targets are met while delivering high-quality work that meets the company's standards.
  • Adhere to the company's Private Client Proposition, which includes research, analysis, file preparation and report writing.


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