Professional Financial Planner

2 months ago


Leeds, Leeds, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Title: Professional Financial Planner

We are seeking a highly skilled Professional Financial Planner to join our team at Artemis Recruitment Consultants Ltd in Leeds.

As a Professional Financial Planner, you will be responsible for creating comprehensive financial plans that meet clients' specific needs and objectives. Your expertise will help clients navigate complex financial markets and make informed decisions about their finances.

Key Responsibilities:

  • Develop and implement customized financial plans tailored to each client's unique needs and goals.
  • Provide ongoing support and guidance to clients, helping them navigate complex financial markets and make informed decisions.
  • Build strong relationships with clients and communicate effectively with them to understand their financial objectives.
  • Stay up-to-date with industry trends and market developments to provide clients with timely and relevant advice.
  • Collaborate with other professionals to deliver exceptional results and exceed client expectations.

Requirements and Skills:

  • Proven working experience as a Financial Adviser or Financial Planner.
  • Strong track record of delivering high-quality financial guidance and achieving client satisfaction.
  • Exceptional communication, interpersonal, and problem-solving skills.
  • Ability to work independently and as part of a team to drive results.
  • Current certificate of qualifications (FCA, CII, DipFA, CISI, etc.).
  • Degree in Finance or a related field preferred.

Salary: £55,000 - £75,000 per annum.



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