Personal Finance Consultant

4 weeks ago


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

This Personal Finance Consultant role involves:

  • Providing expert financial planning advice to clients, aligning with the company's propositions to generate compliant income.
  • Maintaining and developing strong relationships with clients, maximising their potential and ensuring accurate data entry.
  • Ensuring all revenue targets are met and work is completed in a compliant manner, adhering to the company's quality standards.
  • Delivering high-quality work that meets the company's Private Client Proposition, including research, analysis, file preparation, and report writing.

Salary: £55,000 - £70,000 per annum.



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