Senior Financial Planner
1 week ago
We are seeking a skilled Senior Financial Planner to join our team at Artemis Recruitment Consultants Ltd.
Key Responsibilities:
- Prepare comprehensive recommendation reports, collaborating with the ParaPlanning team.
- Maintain and develop strong 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, encompassing research, analysis, interpretation, file preparation, and report writing.
Requirements:
- A thorough understanding of financial planning principles and practices.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
- Strong analytical and problem-solving skills, with the ability to interpret complex data and make informed decisions.
- A proven track record of meeting or exceeding revenue targets in a sales or business development role.
About the Company
Artemis Recruitment Consultants Ltd is a reputable recruitment agency specializing in placements for finance and accounting professionals. Our mission is to connect talented individuals with top companies, fostering long-term career growth and success.
Salary Information
The salary for this position is estimated to be £55k - £60k per annum, commensurate with experience and qualifications.
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