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Corporate Adviser

Locations -

Bath, Glasgow

THE ROLE

The purpose of this role is to provide advisory services to prospective and existing corporate clients.

You will be responsible for providing excellent service to our existing clients, recognising development opportunities as well as acquiring new clients and generating business.

The role specialises within our corporate team so you will be a technical expert in Auto enrolment, DB Schemes, Group SIPP, Group Risk and Legacy Pensions and will ensure you keep your knowledge of market legislative conditions as well as Company Good Business Standards up to date

RESPONSIBILITIES

  • Providing advice and services to Corporate Clients
  • Offer Independent Financial Advice to prospective and existing private wealth clients
  • Identifying business generation opportunities to drive business forward
  • Presenting recommendations to clients in an engaging manner to gain commitment
  • Ensuring all client agreements are up to date
  • Providing an excellent client service ensuring the needs of the client are always put first
  • Working closely with the Corporate Team and Auto Enrolment Champion to ensure they are supported professionally.

EXPERIENCE & SKILLS

  • Diploma Level 4 qualified
  • Proven track record of working as a Financial Adviser
  • Be motivated and driven to exceed business targets

OUR VALUES

  • Be reliable
  • Think Independently
  • Create Confidence

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This role is available in 2 locations

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