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Financial Planning Specialist

2 months ago

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

Financial Planning Specialist

**Job Purpose:**

As a Financial Planning Specialist, you will be responsible for meeting with clients and prospective clients to provide financial planning services in accordance with the company's propositions. Your goal will be to generate compliant initial and ongoing income for the company.

**Key Responsibilities:**

* Maintain and develop client relationships, maximizing 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 and meets the company's quality standards

**Requirements:**

* Chartered or working towards Chartered status
* Strong research, analysis, and interpretation skills
* Excellent communication and interpersonal skills

**About Artemis Recruitment Consultants Ltd:**

Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services. We are committed to providing exceptional service to our clients and candidates.

**What We Offer:**

* Competitive salary range of £50k - £70k
* Opportunities for professional growth and development
* Collaborative and dynamic work environment

**If you are a motivated and experienced Financial Planning Specialist looking for a new challenge, please apply with your CV and a cover letter.