Senior Financial Planner

2 weeks ago


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

Artemis Recruitment Consultants Ltd is looking for a Private Client Advisor to join their team. The job involves meeting with clients and prospective clients to provide financial planning in accordance with the company propositions, generating compliant initial and ongoing income for the company.

Job Overview

The ideal candidate will have strong communication skills, be able to maintain and develop client relations, and accurately input information into the CRM system in a timely manner.

  • Maintain client relationships, maximizing their potential and accurately inputting information into the CRM system.
  • Ensure revenue targets are met and work is completed in a compliant manner that meets the company's quality standards.
  • Adhere to the company's Private Client Proposition, which includes research, analysis, and interpretation, file preparation, and report writing.
Requirements

The successful candidate will have a Chartered status or be working towards it. Strong analytical and problem-solving skills are essential, as well as excellent communication and interpersonal skills.

Salary and Benefits

£50k - £70k per annum. Other benefits include opportunities for career development and professional growth.



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