Corporate Financial Adviser (client bank), Birmingham area

Resource Matters
11 Feb 2018
21 Feb 2018
Contract Type
Full Time

Amazing opportunity for an experienced Corporate Financial Adviser to join this large successful, well respected Financial Services company where you will pick up an existing lucrative client bank which includes a mix of corporate, individual and group risk clients. There is plenty of opportunity to develop the business still further.

You will need strong technical ability and be able to demonstrate the professional approach needed to advise both Corporate clients across the whole portfolio of products and services specific to this market (employee benefits, protection, group risk, corporate pensions and auto enrolment solutions) and Private clients on the full spectrum of products and services available to them.

Be sufficiently confident and articulate, to be able to negotiate at board level, delivering solutions with agreed fees and time scales.

Demonstrate the ability to generate opportunities with your existing clients and develop new clients and referral business through a network of Introducers (e.g. Accountants and Solicitors) Birmingham city centre and surrounding areas.

Full client support, research and Paraplanning service is provided.

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.

The successful candidate in the first instance must demonstrate extensive Corporate knowledge and experience as detailed above, but also the ability and experience to deal with private clients too.

Ideally candidates should be living and working within a 30 mile radius of Birmingham and the role will require development of the company's presence in the City centre.

This role offers an impressive benefits package which includes: basic salary with bonus scheme, mileage allowance, 23+ days holiday, Private Medical Insurance, PHI, pension scheme and 4 x death in service.

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