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    Finance Planning - England, United Kingdom - Artemis Recruitment Consultants Ltd

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    This website uses cookies to ensure you get the best experience on our website. Financial Planner (Chartered or working towards) - Lancashire - Artemis Recruitment Consultants Financial Services
    Financial Planner (Chartered or working towards) - Lancashire
    Financial Planner (Chartered or working towards) - Lancashire
    Our client is looking for a Private Client Advisor to join their team.

    The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the company.

    To maintain and develop client relations, maximising their potential and to accurately input information into the CRM system in a timely manner.

    To ensure all revenue targets are met and work is completed in a compliant manner and meets the company's quality standards.

    To adhere fully to the company's Private Client Proposition
    Research, analysis and interpretation, file preparation, and report writing
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