Chartered Financial Consultant
2 weeks ago
Artemis Recruitment Consultants Ltd is recruiting for a Private Client Advisor to join their team. The role involves providing financial planning services to clients, meeting revenue targets, and adhering to the company's Private Client Proposition.
Job RequirementsThe ideal candidate will have a Chartered status or be working towards it. Job requirements include maintaining client relationships, ensuring revenue targets are met, and completing work in a compliant manner that meets the company's quality standards.
- Maintain client relationships, maximizing their potential and accurately inputting information into the CRM system.
- Research, analyze, and interpret data, prepare files, and write reports.
- Adhere to the company's Private Client Proposition.
A competitive salary of £50k - £70k per annum is offered, along with other benefits including opportunities for career development and professional growth.
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