Wealth Advisory Specialist

2 weeks ago


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

Artemis Recruitment Consultants Ltd is seeking a Wealth Advisory Specialist to join their team in London. This role offers a competitive salary of £45k and provides the opportunity to work with a dynamic team in the financial sector.

Responsibilities:
  • Prospecting and contacting potential clients, ensuring sufficient client information is obtained before making recommendations, and following relevant advice and sales procedures at all times.
  • Managing client portfolios in accordance with the client's mandate, objectives, and the firm's investment proposition, undertaking appropriate product and market research to make suitable recommendations.
  • Dealing with client queries efficiently and ensuring that clients are treated fairly, in line with TCF principles.

The ideal candidate should have relevant experience, skills, and knowledge in financial services, including proficiency in regulatory requirements, product knowledge, and excellent communication skills.


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