Senior Financial Planning Consultant

1 day ago


London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

**About the Role:**

We are seeking a highly skilled and experienced Senior Financial Planning Consultant to join our team at Artemis Recruitment Consultants Ltd. This is an exciting opportunity for someone who wants to build long-term relationships with clients and help them achieve their financial goals.

The ideal candidate will have excellent communication and interpersonal skills, as well as a deep understanding of financial planning principles and practices. The role involves providing comprehensive financial planning advice to private clients, including investment and retirement planning, tax planning, and estate planning.

  • Maintain and develop strong client relationships through regular meetings, email updates, and other forms of communication.
  • Conduct thorough financial analysis and create tailored plans to meet each client's unique needs and goals.
  • Stay up-to-date with industry developments and changes in legislation that may impact clients' financial situations.

**What We Offer:**

As a Senior Financial Planning Consultant with Artemis Recruitment Consultants Ltd, you can expect a competitive salary of £62,500 - £75,000 per annum, depending on experience. You will also receive a comprehensive benefits package, including health insurance, pension scheme, and opportunities for professional development and career advancement.

In this role, you will have the autonomy to work independently and make decisions that align with the company's values and objectives. You will also be part of a dynamic and supportive team that is passionate about delivering exceptional service to clients.

**Requirements:**

  • Minimum 3 years' experience in financial planning or a related field.
  • Professional certifications such as CFP, PFS, or equivalent.
  • Excellent communication and interpersonal skills.
  • Ability to analyze complex financial data and create clear recommendations.


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