Financial Planning Specialist

4 weeks ago


East Liverpool, Ohio, United Kingdom Artemis Recruitment Consultants Ltd Full time
Private Client Advisor Opportunity

Artemis Recruitment Consultants Ltd is seeking a skilled Private Client Advisor to join their team. As a key member of the team, you will be responsible for providing financial planning services to clients and prospective clients.

Key Responsibilities:
  • Maintain and develop client relationships, maximizing their potential and ensuring accurate input of information into the CRM system.
  • Ensure all revenue targets are met and work is completed in a compliant manner, meeting the company's quality standards.
  • Adhere to the company's Private Client Proposition, conducting research, analysis, and interpretation, file preparation, and report writing.
Requirements:
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Knowledge of financial planning principles and practices.

This is an excellent opportunity for a motivated and experienced Private Client Advisor to join a dynamic team and contribute to the success of the company.



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