Finance Planning - Dorking, Surrey, United Kingdom - Artemis Recruitment Consultants Ltd

Artemis Recruitment Consultants Ltd Dorking, Surrey, United Kingdom

2 weeks ago

Description

Chartered Financial Adviser - Dorking - Artemis Recruitment Consultants Financial Services
Chartered Financial Adviser - Dorking
Chartered Financial Adviser - Dorking
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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