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- Financial Adviser (Corporate)
- Hybrid out of one of their offices UK wide
- Competitive salary + Bonus
Our client is a leading financial services firm dedicated to providing expert financial guidance to businesses of all sizes. They pride themselves on their client-centric approach and their commitment to delivering exceptional financial planning solutions that support long-term growth and stability.
As a Financial Adviser focusing on corporate clients, you will play a crucial role in delivering strategic financial advice to businesses. You will be responsible for developing and managing client relationships, understanding their unique financial needs, and providing tailored solutions that enhance their financial health.
Role & Responsibilities:
- Provide expert financial advice to corporate clients on investment strategies, risk management, and business financial planning.
- Build and maintain strong relationships with businesses, ensuring client satisfaction and long-term engagement.
- Conduct in-depth financial assessments to identify opportunities for growth and improvement.
- Develop customised financial plans that align with clients’ business objectives.
- Stay updated on market trends, regulations, and economic changes that impact corporate finance.
- Work closely with internal teams to deliver comprehensive financial solutions.
Do you have the following to apply?
- Proven experience as a Financial Adviser, with a focus on corporate clients.
- Minimum Level 4 qualified in Financial Planning (or equivalent)
- Previously held CAS
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.
