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FINANCIAL PLANNER CORPORATE ADVISOR LINKED TO CORPORATE BUSINESS : - STEVENAGE

Reed
Posted 12 hours ago, valid for 20 days
Location

Stevenage, Hertfordshire SG2 7BG

Salary

£40,000 - £48,000 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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  • This is an opportunity for a Corporate Services Financial Advisor in the Stevenage area with a focus on corporate clients and employee benefits knowledge.
  • Candidates must have a minimum of a Diploma qualification, particularly in respect to corporate clients, and strong skills in winning corporate businesses.
  • The role requires experience in setting up group pensions and pitching to CEOs, along with the ability to identify and contact potential corporate clients.
  • The maximum salary for this position is £80,000, with additional bonus potential for highly skilled candidates, particularly those with Chartered status.
  • The role involves providing financial advice within compliant guidelines and supporting the IFA financial services business in the southeast area.

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.