My client is one of the UK’s largest leading global wealth management companies that focuses on Private and intermediary client’s worldwide, providing international and private banking and investment management. They currently have a unique and exciting opportunity to take on a corporate Wealth advisor to deliver effective and compliant customer sales and servicing to customers.
Working within the Corporate Financial Planning pillar, you will deliver effective and compliant customer sales and servicing to corporate customers working collaboratively with Barclays Corporate bankers and Corporate Wealth Advisors. You will advise our corporate clients and provide a world class range of corporate solutions to their business continuity and succession planning needs, and products including Loan Protection, Keyperson Protection, Shareholder and Partnership Protection. This excludes the provision of personal financial planning advice. As a dedicated specialist group, Corporate Wealth advisors will be a critical success factor to monetise a significant opportunity to build a unique streamlined business model and lead the market.
Requirements;
· Advanced financial planning examinations or Diploma in Financial planning preferred
· Minimum requirement QCF Level 3 plus ability to reach level 4 within 12 months.
· Financial Services industry experience in regulated corporate products and services to SMEs, Large corporate clients and entrepreneurs.
· Experience of generating new client revenue streams whilst maintaining existing client relationships and revenue targets.
· Extensive technical and product knowledge of corporate financial planning focusing primarily on protection in the UK corporate client market. This is a corporate focused role and does not include personal financial planning advice.
To succeed in this role, you will have excellent interpersonal and communication skills with the ability to demonstrate integrity and adherence to compliance policies and procedures, as well as a constructive approach with the ability to relate and accommodate a diverse range of personalities.
In return my client is offering a salary of up to £50k plus excellent bonus potential and staff benefits.
If you match the criteria and feel this role is the gateway to you achieving a rewarding and prosperous career, contact us today!
