Corporate Client Adviser

C£40k + Bonus + Benefits
17 Feb 2012
18 Mar 2012
Mr Simon Bean
Contract Type
Full time, Permanent

Corporate Client Adviser Berkshire C£40,000 + Bonus + Benefits   My client isa professional firm of independent financial advisers providing a range of fee based advisory services and fee based products.  The Company has become one of the most respected firms in the IFA sector and was recently ranked in the top 50 Independent Financial Advisers in the UK.   They are looking for an adviser to look after employees of the company’s corporate clients. You will need to achieve new business target and provide quality advice and service to clients.   Responsibilities ·               Meet with new pension scheme members, deal with their benefits queries and PGP issues. ·               Identify private client opportunities for the company’s private client consultants. ·               Ensure regular communication of issues/opportunities to Corporate Client Services Manager. ·               Keep accurate and detailed file notes on all client discussions and actions taken to ensure prompt and efficient post service levels. ·               Act in accordance with FSA rules at all times. ·               Provide a high level of proactive service to both internal and external clients. You should have IFA or corporate consultancy experience have full FPC and have, or on the way to being, diploma with a pensions bias. This will be a great opportunity to work for an innovative market leader.      Ref: 4257