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    Customer Quality Consultant - Nottingham, United Kingdom - Artemis Recruitment Consultants Ltd

    Artemis Recruitment Consultants Ltd
    Artemis Recruitment Consultants Ltd Nottingham, United Kingdom

    1 week ago

    Default job background
    Description

    Type of Position:
    Private Client Adviser (Flexible Working) - Nottingham
    Private Client Administrator (Flexible Working) - Nottingham
    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 prepare full and complete recommendation reports, with the support of ParaPlanning team

    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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