Compliant Income Generator

6 days ago


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

Artemis Recruitment Consultants Ltd is looking for a highly motivated Compliant Income Generator to join their team in East Anglia. The successful candidate will have a proven track record of generating compliant income for clients and prospective clients.

The role involves working closely with clients to understand their financial needs and develop personalized plans to meet those needs. The successful candidate will also be responsible for ensuring that all work is completed in a compliant manner and that revenue targets are met.

  • Key responsibilities include maintaining client relationships, ensuring accurate recording of client information in the CRM system, and meeting company quality standards.
  • The ideal candidate will have experience in financial planning and be able to demonstrate a deep understanding of the private client sector.


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