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Corporate Client Adviser

This job is no longer available

Recruiter
Recruitment Connection Ltd
Posted
17 February 2012
Closes
18 March 2012
Ref
4257
Contact
Mr Simon Bean
Location
Berkshire
Sector
Contract Type
Hours
Salary
C£40k + Bonus + Benefits

Further information

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

Recruitment Connection Ltd

Making the connections that count The Recruitment Connection is specialist financial services recruitment company established in 1993 and the team have over 30 years experience of recruitment in the UK and overseas Financial Services markets.