Senior Financial Planner - Client Growth & Advisory

Artemis Recruitment Consultants Ltd; Olney; On-site; GBP 72,000 - 88,000; Full time

Benefits offered by this job

Competitive salary

Professional environment

Career development

Ongoing training

Collaborative team culture

Varied client portfolio

Job summary

Artemis Recruitment Consultants Ltd in Milton Keynes is seeking a qualified Financial Planner to join a growing, professional financial planning business. You will act as a trusted adviser to new and existing clients, providing high-quality financial advice and building long-term relationships.

The role would suit an experienced Financial Planner or Financial Adviser who is passionate about client service, business development and delivering excellent financial planning outcomes.

Qualifications

• Previous experience as a Financial Planner or Financial Adviser.
• Strong knowledge of the financial planning process and solutions.
• Good understanding of regulatory and compliance requirements.
• Proven ability to build and maintain client relationships.
• Strong communication and interpersonal skills.

Responsibilities

• Act as a trusted adviser and primary point of contact for clients.
• Provide high-quality, tailored financial advice.
• Build and maintain long-term client relationships.
• Develop professional networks and generate referral opportunities.
• Contribute to business growth and revenue.
• Manage a varied portfolio of client cases and meet deadlines.
• Ensure advice and client work meet regulatory and compliance requirements.
• Work collaboratively with colleagues to deliver excellent client outcomes.
• Identify opportunities to improve processes and client service.
• Support and mentor less experienced team members.
• Share knowledge and contribute to a positive team environment.
• Introduce clients to relevant wider financial services where appropriate.

Skills

Financial planning

Client relationships

Regulatory knowledge

Communication

Education

CII Diploma in Regulated Financial Planning (Level 4)

CII Advanced Diploma in Regulated Financial Planning (Level 6)

Job description

Artemis Recruitment Consultants Ltd in Milton Keynes is seeking a qualified Financial Planner to join a growing, professional financial planning business. You will act as a trusted adviser to new and existing clients, providing high-quality financial advice and building long-term relationships.

The role would suit an experienced Financial Planner or Financial Adviser who is passionate about client service, business development and delivering excellent financial planning outcomes.