Private Client Adviser Position

2 weeks ago


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

Job Title: Private Client Adviser Position

Location: Surrey

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 Private Client Adviser to join our team.

About the Role:

The successful candidate will be responsible for providing financial planning services to private clients, generating compliant income and meeting revenue targets. This role involves working closely with clients to understand their needs and providing tailored financial planning solutions.

Key Responsibilities:

  • Meet with clients and prospective clients to discuss their financial planning needs.
  • Maintain and develop client relationships, inputting information into the CRM system promptly.
  • Ensure all revenue targets are met, work is completed in a compliant manner, and meets the company's quality standards.


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