Private Client Advisor

3 weeks ago


London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
About the Role

As a Private Client Advisor - Hampshire, you will be responsible for providing high-quality financial planning services to clients, achieving revenue targets, and maintaining exceptional client relationships.

Your main objectives will include:

  1. Maintaining and developing client relationships, identifying opportunities to increase revenue and enhance client satisfaction.
  2. Ensuring accurate and timely data entry in the CRM system, supporting business growth and informed decision-making.
  3. Meeting revenue targets and delivering high-quality work that meets the company's quality standards.
  4. Adhering to the company's Private Client Proposition, encompassing research, analysis, file preparation, and report writing.


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