Financial Planning Manager
1 day ago
We are seeking a highly skilled Private Client Adviser to join our team at Artemis Recruitment Consultants Ltd. This is a home/office/hybrid based position, where you will work with an existing bank of recurring income clients and address their financial planning needs.
This role involves maintaining and developing client relations, maximizing their potential and accurately inputting information into the CRM system in a timely manner. You will be responsible for ensuring all revenue targets are met and work is completed in a compliant manner and meets the company's quality standards.
To be successful in this role, you should have strong planning and organising skills, as well as competent Microsoft package usage and client database knowledge. Knowledge of pensions, investments, Personal/Business protection, and IHT is also essential.
- Pension advice and planning
- Investment management and wealth creation
- Personal and business protection solutions
In return for your expertise, you can expect a competitive salary of £55,000-£70,000 per annum, along with private medical insurance, life assurance, car allowance, and employer pension contributions.
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