Senior Financial Planning Specialist
4 days ago
Artemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Leicester. The successful candidate will be responsible for delivering high-quality, holistic financial planning advice to a portfolio of retail clients.
,Main Responsibilities:
,- Provide technical and investment advice on all aspects of clients' requirements and wealth management planning.,
- Create, build, and maintain long-term client relationships through quality of service and advice.,
- Conduct research and data analysis for both the client and special projects.,
- Keep up to date with all relevant regulations, legislation, policies, and procedures relevant to the role.,
- Adhere to compliance procedures and comply with the regulations of the Financial Conduct Authority (FCA).
Requirements:
,- Hold a Level 4 Diploma in Financial Planning.,
- Have a minimum of 2 years' experience in a Financial Adviser capacity.,
- Have a strong understanding of the full range of pensions and wealth management planning solutions.
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Financial Planning Specialist
4 weeks ago
Leicester, Leicester, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a Financial Planning Specialist to advise clients on their financial needs and objectives. The successful candidate will be responsible for delivering high-quality financial planning advice to a portfolio of retail clients.The ideal candidate will have a Level 4 Diploma in Financial Planning and a minimum of 2...
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Financial Planning Specialist
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Financial Reporting Specialist
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Financial Planning Specialist
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Financial Reporting Specialist
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Financial Planning Assistant
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Financial Planning Specialist
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Financial Planning Expert
1 month ago
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