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Corporate Financial Adviser

  • Location: United Kingdom
  • Salary: £50,000 + Benefits per year
  • Job Type:Permanent

Posted 18 days ago

  • Sector: Compliance
  • Contact: Paul Clayton
  • Expiry Date: 02 September 2022
  • Job Ref: PC/19390

My client is looking for a Corporate Financial Adviser who will deliver holistic financial advice, supporting their clients to achieve their financial objectives

The role will involve:

•To develop effective relationships with clients and professional connections as one of the principal sources of new clients and maximising brand awareness

•Develop a sustainable business model for the provision of advice to clients

•Develop holistic client relationships in line with any client service proposition

•Actively seek and identify new business opportunities both internally and externally to support the growth of the business

•Provide financial advice to clients on a range of whole of market financial planning solutions primarily for corporate clients

•Provide clients with an exceptional service, ensuring that all reviews are undertaken regularly and in accordance with their agreed service propositions to maintain and grow our recurring revenue stream

•Meet set KPIs both in terms of service, sales and compliance

•Support the Treating your Customers Fairly (TCF) initiative by ensuring you operate in line with FCA requirements

Key Requirements:

• Financial Planning diploma qualified (ideally Chartered or working towards Chartered)

•Previously achieved CAS status

•Demonstrable track record of delivering challenging sales targets within a regulated environment