Financial Policy Advisor

3 weeks ago


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

We are seeking a skilled Financial Adviser to join our team in Birmingham. This is an excellent opportunity for individuals who have experience in financial planning, analysis, and management.

Key Responsibilities:
  1. Prospecting and contacting potential clients to advise them on their financial circumstances and objectives.
  2. Maintaining accurate client records, including contact information, financial data, and service agreements.
  3. Developing and implementing effective financial plans tailored to individual clients' needs.
  4. Providing expert advice on investment options, tax planning, and risk management strategies.
  5. Conducting thorough research on financial markets, products, and services to stay up-to-date with industry developments.
  6. Collaborating with colleagues to achieve team goals and objectives.

The ideal candidate will possess excellent communication and interpersonal skills, with the ability to work effectively with diverse groups of people. They will also have strong analytical and problem-solving skills, with a keen eye for detail and a commitment to maintaining high standards of professionalism.

Artemis Recruitment Consultants Ltd offers a competitive salary range of £40k-£60k, reflecting the importance we place on attracting and retaining top talent. If you are a motivated and results-driven professional looking for a new challenge, please consider this exciting opportunity.


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