Corporate Financial Adviser

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