Financial Planning Specialist
1 month ago
Type of Position: Private Client Adviser (Flexible Working) - Derby
Artemis Recruitment Consultants Ltd is seeking a skilled Private Client Advisor to join their team. The successful candidate will be responsible for meeting with clients and prospective clients to provide financial planning services in accordance with the company's propositions.
Key Responsibilities:- Maintain and develop client relationships, maximizing their potential, and accurately input information into the CRM system in a timely manner.
- Ensure all revenue targets are met and work is completed in a compliant manner that meets the company's quality standards.
- Adhere fully to the company's Private Client Proposition, which includes research, analysis, and interpretation, file preparation, and report writing.
This is an excellent opportunity for a motivated and experienced Private Client Advisor to join a reputable company and contribute to the growth and success of the team.
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