Private Client Expert
7 days ago
We are seeking a highly skilled Private Client Expert to join our team at Artemis Recruitment Consultants Ltd.
About the Role
This exciting opportunity will involve working closely with clients and prospective clients to provide tailored financial planning solutions, aligning with our company's propositions to generate compliant initial and ongoing income.
Key Responsibilities:
- Develop and implement effective strategies to meet and exceed revenue targets, ensuring compliance with the company's quality standards.
- Maintain accurate records and input information into the CRM system, utilizing excellent organizational skills to manage multiple tasks and deadlines.
- Collaborate with the ParaPlanning team to prepare high-quality recommendation reports, driving business growth and client satisfaction.
- Foster and maintain exceptional client relationships, leveraging strong communication and interpersonal skills to deliver exceptional customer service.
Benefits
As a valued member of our team, you can expect a competitive salary package, including benefits such as pension scheme, life assurance, and opportunities for professional development.
Location
This role is based in Nottingham, offering an excellent work-life balance and access to a range of amenities and attractions.
Salary Information
The estimated salary for this position is £55k - £60k per annum, reflecting the company's commitment to attracting and retaining top talent.
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