Corporate & Employer Advisory recruitment
A leading wealth manager is looking for a Corporate and Employer Advisor to join their team. Candidates must be familiar with corporate financial planning, employee shareplans and tax planning. The role will be focused on UK clients with the potential to develop globally.
Candidates should ideally have the following:
- Experience within a similar role
- Experience in dealing with corporate clients
- Knowledge of loan protection, keyperson protection, shareholder and partnership protection
- Demonstrable experience in developing strong, long term corporate relationships
- QCF Level 3+, Diploma in financial planning or equivalent
Candidates will be responsible for:
- Providing effective sales services to corporate clients
- Maintaining client relationships
- Working towards and achieving individual and team targets
These roles are based throughout England and Wales.
