East Anglia Private Client Advisor

1 week ago


London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
About the Role:

As a Private Client Adviser, you will be responsible for meeting with clients and prospective clients to provide financial planning services in accordance with the company’s propositions.


Responsibilities:
  • Maintain and develop client relations, maximising potential and accurately inputting information into the CRM system.
  • Ensure revenue targets are met and work is completed in a compliant manner, meeting company quality standards.
  • Adhere to the company’s Private Client Proposition, involving research, analysis, interpretation, and report writing.

Benefits:
  • A competitive salary of up to £70,000 per annum.
  • The opportunity to work with a reputable recruitment agency, Artemis Recruitment Consultants Ltd.


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