Senior Financial Planner

20 hours ago


London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd seeks a highly skilled Professional to work as a Senior Financial Planner in their East Anglia office. The role offers a competitive salary of up to £70,000 per annum.

The successful candidate will be responsible for providing financial planning services to clients and prospective clients, generating compliant income for the company. This will involve meeting with clients and prospective clients to discuss their financial needs and provide tailored advice.

  • Maintaining and developing client relationships is crucial to this role, ensuring that all information is accurately recorded in the CRM system.
  • The candidate must ensure that revenue targets are met and that all work is completed in a compliant manner, adhering to company quality standards.


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