Private Client Manager

1 month ago


Derby, Derby, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd is looking for a Private Client Manager to join their team in Derby.

The ideal candidate will have experience in providing financial planning services to clients and prospective clients, generating compliant income for the company.

Main Responsibilities:

  • To maintain and develop client relationships, maximizing their potential, and accurately input information into the CRM system.
  • To ensure all revenue targets are met and work is completed in a compliant manner that meets the company's quality standards.
  • To adhere fully to the Artemis Recruitment Consultants Ltd Private Client Proposition.

Key Skills and Qualifications:

  • Excellent communication and interpersonal skills.
  • Ability to analyze complex financial data and provide recommendations.
  • Strong organizational and time management skills.

Benefits:

The role offers a competitive salary of £50k - £65k and a range of benefits including flexible working arrangements.



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