FINANCIAL PLANNER CORPORATE ADVISOR LINKED TO CORPORATE BUSINESS : - STEVENAGE

Austin Fraser
Stevenage
GBP 40,000 - 60,000
Job description

Great opportunity for a skilled Corporate Services Financial Advisor with a wonderful company in the Stevenage area.

YOU MUST HAVE LINKS TO CORPORATE CLIENTS AND EMPLOYEE BENEFITS KNOWLEDGE ON THE ADVISORY SIDE WITH STRONG SKILLS TO WIN CORPORATE BUSINESSES.

The role is linked to you having strong employee benefits knowledge including group pensions setup and very much used to pitching to CEOs to win corporate businesses.

You must have an approved qualification linked to Diploma, especially in respect of corporate clients (for example, C11 Diploma). Also, you must identify and contact potential corporate clients and gather sufficient client needs.

The role is to provide financial advice to corporate clients within compliant guidelines, and you must have an absolute minimum of Diploma advisory level. Detailed knowledge linked to the IFA financial services firm and the FSA record is required.

This is a great opportunity for a skilled Financial Advisor with a base salary of up to 80k plus bonus.

If you are a highly skilled Financial Advisor, then up to Diploma qualified or indeed Chartered, you can achieve the top-end salary level and great benefits.

What to carry out:

The role profile will be shared, and the position is linked to the office in Stevenage, covering the southeast area. The role is not an exhaustive listing, but you will be expected to perform various tasks linked to the IFA Financial Services Business client bank advisory support.

We look forward to supporting this wonderful company and opportunity. You must be a skilled Financial Advisor (Corporate), and candidates should only apply if they meet the role skills.

Get a free, confidential resume review.
Select file or drag and drop it
Avatar
Free online coaching
Improve your chances of getting that interview invitation!
Be the first to explore new FINANCIAL PLANNER CORPORATE ADVISOR LINKED TO CORPORATE BUSINESS : - STEVENAGE jobs in Stevenage