Trusted Financial Planner | Client Growth & Advisory

Artemis Recruitment Consultants Ltd; Milton Keynes; On-site; GBP 68,000 - 92,000; Full time

Benefits offered by this job

Competitive salary

Career progression

Training & development

Collaborative team culture

Job summary

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

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

Qualifications

• Experience as Financial Planner or Financial Adviser with strong client relationships.
• Good knowledge of the financial planning process and solutions.
• Understanding regulatory and compliance requirements.
• Proven ability to manage multiple client cases.

Responsibilities

• Act as trusted adviser and primary client contact.
• Provide high-quality tailored financial advice.
• Develop and maintain long-term client relationships.
• Contribute to business growth and revenue.
• Ensure regulatory and compliance standards are met.
• Mentor less experienced colleagues.

Skills

Client communication

Relationship building

Time management

Regulatory awareness

Business development

Education

CII Diploma in Regulated Financial Planning (Level 4)

CII Advanced Diploma in Regulated Financial Planning (Level 6)

Job description

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

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