Financial Services Specialist
1 month ago
Artemis Recruitment Consultants Ltd is seeking a highly skilled Financial Services Specialist to join their team in Dorking.
About the RoleThe ideal candidate will have excellent communication skills and the ability to advise clients on financial matters.
We are offering a competitive salary of £45,000 - £60,000 per annum, depending on experience.
Key Responsibilities- Prospecting and contacting potential clients to discuss their financial needs and objectives.
- Maintaining accurate client records and ensuring all documentation is up to date.
- Providing advice on financial products and services, ensuring all recommendations are suitable for the client's circumstances.
- Liaising with internal teams to ensure seamless delivery of services.
- A minimum of 2 years' experience in a similar role.
- Strong knowledge of financial regulations and compliance.
- Excellent communication and interpersonal skills.
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Financial Services Specialist
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Administrative Support Specialist
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Financial Services Compliance Specialist
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Financial Services Coordinator
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Financial Planning Assistant Specialist
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Financial Services Coordinator
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Senior Financial Planning Specialist
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Financial Services Compliance Specialist
1 month ago
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