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Financial Adviser - Corporate Client

Job Title: Financial Adviser - Corporate Client
Contract Type: Permanent
Location: Manchester, Greater Manchester
Industry:
Salary: £30000 - £45000 per annum
Start Date: ASAP
Reference: 10371/001_1515152968
Contact Name: Hannah Voller
Contact Email: hannahvoller@srmrecruitment.com
Job Published: January 05, 2018 11:49

Job Description

Our client is a well-established independent financial adviser, providing expert financial support and solutions to both individuals and organisations. They are looking for an experienced Corporate Client Financial Adviser to join their company due to growth.

Ideally candidates will have the technical ability to advise clients on the full spectrum of options available. You should be able to create opportunities through your existing clients as well as new ones through our network of Introducers, such as Accountants and Solicitors.

Successful Candidates will have:

  • Competent Adviser Status

  • Minimum Diploma level 4 qualification

  • A successful track record of advising clients and generating referrals

  • Existing contacts and clients in this marketplace

For applicants with specialist pension knowledge and qualifications such as AF3 or G60 the company can provide the opportunity to deliver advice to members of defined benefit schemes. This can assist in building your client bank.

This role offers an impressive benefits package which includes:

  • Basic salary with bonus scheme

  • Mileage allowance

  • Private Medical Insurance

  • Company Pension scheme

  • 4 x death in service

Full client support, research and Paraplanning service is provided to ensure more emphasis on advice and less on administrative duties.