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0345 300 6256
To arrange a free, no obligation meeting

Corporate Client Employee Benefits Consultant

  • Job Title:
    Corporate Client Employee Benefits Consultant
  • Department:
    Corporate
  • Location:
    Permanent
  • Office:
    National
  • Job Reference:
    CDV154
  • Job Purpose:

    To procure and provide advisory services to prospective and existing Corporate clients in a compliant manner, providing exceptional profitable client service adhering to the FCA principles of "Treating Customers Fairly".

    To understand the Corporate Business Strategy and contribute to national business development initiatives as requested by Senior Management.
    Key function of this role is client servicing and development of opportunities with existing clients as well as new client acquisition through the strategy as defined by the corporate business.

    Whilst the focus of this role is on providing advice and service to Corporate clients, the role holder, where appropriate, will also provide holistic financial planning to prospective and existing Private Wealth clients. This is to be conducted in a compliant manner in accordance with the Chase de Vere Rate Card, providing exceptional client service adhering to the Financial Conduct Authority principles of "Treating Customers Fairly".

  • Job Context:

    Providing professional financial advice to meet client's needs and objectives using Chase de Vere's defined Good Business Standards.
    Proven experience and capability to deliver into the corporate and private wealth market.
    Ability to identify private client opportunities through workplace advice to employees and executive planning.

     

  • Contact Email:

For further details about the role please click here

To apply for this role please send your cv and a covering email to: adviserrecruitment@chasedevere.co.uk