Financial Planner

23 hours ago


London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Title: Financial Planner

About the Role:
Artemis Recruitment Consultants Ltd is seeking a skilled Financial Planner to join our team. As a Private Client Adviser, you will be responsible for providing financial planning services to clients and prospective clients, generating compliant income for the company.

Responsibilities:
- Maintain and develop client relationships to maximize their potential.
- Accurately input information into the CRM system in a timely manner.
- Ensure all revenue targets are met and work is completed in a compliant manner and meets the company's quality standards.

Requirements:
- 2+ years of experience in a similar role.
- Strong analytical and problem-solving skills.

Salary: £40,000 - £60,000 per annum.
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