Senior Wealth Management Consultant

4 days ago


Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Title: Senior Wealth Management Consultant

We are looking for an experienced Senior Wealth Management Consultant to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for providing high-quality financial guidance and advice to clients.

Key Responsibilities:
  • Develop and implement effective financial plans for clients, taking into account their individual needs and goals.
  • Provide expert advice on a range of financial products and services, including investments, savings, and protection.
  • Work closely with clients to understand their financial situation and develop tailored solutions to meet their needs.
Requirements:
  • A minimum of 2 years' experience in wealth management or a related field.
  • Strong knowledge of financial products and services, including investments, savings, and protection.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.

The salary for this role is estimated to be around £30,000 + bonus, depending on experience. If you are a motivated and results-driven individual with a passion for finance, please apply now.
This role requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills. You will be working closely with clients to understand their financial needs and goals, and developing tailored solutions to meet those needs.



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