UA-185291695-1 Corporate Financial Adviser, Jobs, 137

Corporate Financial Adviser

Financial Planner - UK

Ref: 137Monday 20 September 2021

£30,000 - £40,000

This is an exciting opportunity for a new Corporate Financial Adviser to join a National financial planning firm with a fantastic reputation.

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

Skills

  • Level 4 Diploma qualified
  • Demonstrable corporate and individual financial planning experience
  • Excellent communication skills, both written and verbal