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FINANCIAL PLANNER CORPORATE ADVISOR ROLE : - STEVENAGE

Reed
Posted 8 days ago, valid for 20 days
Location

Stevenage, Hertfordshire SG2 7BG

Salary

£32,000 - £38,400 per annum

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Contract type

Full Time

Flexible Spending Account

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A skilled Corporate Services Financial Advisor position is available with a company in the Stevenage area.
  • Candidates must have links to corporate clients and strong employee benefits knowledge, particularly in group pensions setup.
  • A minimum of a diploma in financial advising is required, with a preference for candidates holding a Chartered qualification.
  • The position offers a base salary of up to £80,000 plus bonuses, depending on experience and qualifications.
  • The role involves providing financial advice to corporate clients while adhering to compliance guidelines.

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 SET UP and very much used to pitching to CEO's TO WIN CORPORATE BUSINESSES FOR SURE.  

You must have approved qualified qualification linked to DIPLOMA  ESPECIALLY IN RESPECT OF CORPORATE CLIENTS (FOR EXAMLE C11 DIPLOMA . Also you must identify and contact potential CORPORATE CLIENTS and gather sufficient CLIENT NEEDS

The role is to completely provide financial advice to corporate clients for certain within compliant guideline and you must have an absolute minim of Diploma advisory level.  Detailed knowledge linked to the IFA financial Services firm and the FSA record.

This is a great opportunity for a skilled Financial Advisor on a base that would be at a maximum of 80k plus BONUS.  

If you are a hugely skilled strong level Financial Advisor then up to Diploma qualified or indeed Chartered to get the top end salary level and great benefits and also linked.

What to carry out 

The role profile will be shared by me and the role is linked to the office in STEVENAGE and will be covering the south east area linked to the role.  The role is no worded as exhaustive listing but you will be expected to perform different strong tasks also linked to the IFA Financial Services Business client bank Advisory Support. 

Very much look forward to supporting this wonderful company and opportunity and you must be a  SKILLED  FINANCIAL ADVISER (Corporate) and candidates to only apply linked to the Role skills .

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.