Financial Services Specialist

4 days ago


Harrogate, North Yorkshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Overview

We are seeking a highly skilled Financial Services Specialist to join our team in Harrogate. As an independent financial adviser, you will work on a self-employed basis with a high earning potential.

About the Role
  • You will be responsible for prospecting and contacting potential clients in accordance with our business plan.
  • Your main objective will be to ensure that sufficient client information is obtained before any recommendation is made.
  • Furthermore, you must follow relevant advice and sales procedures at all times.
Key Responsibilities
  1. Prospecting and contacting potential clients in line with our firm's business strategy.
  2. Maintaining accurate records of client interactions and ensuring compliance with regulatory requirements.
  3. Developing and implementing effective strategies to increase client engagement and retention.
Qualifications and Experience
  • A minimum of a Level 4 Diploma is required, with the aim of achieving Chartered status.
  • Prior experience as a financial adviser or in a related field is highly desirable.

The estimated salary for this position is £40,000 - £60,000 per annum, depending on experience.

This role offers a unique opportunity to work independently while benefiting from our firm's established reputation and resources.



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