By using the search box below, you will be able to find similar jobs that are currently available in the financial, accounting and banking sectors across the UK.
Corporate IFA Consultant, Manchester
- UK - Manchester
- c£25k to c£35k + Benefits
- Full-Time Permanent
- Financial Services - Accounting
- Independent Appointments
- 09-04-08
Job Description
Job Profile
An opportunity has arisen for a Corporate Consultant to be based in the Manchester office. The role will involve Business Development and achieving agreed revenue targets. You will conduct yourself in accordance with the FSA’s Statement of Principles and Code of Practice for Approved Persons. You will mainly be responsible for promoting and providing a comprehensive and compliant service to new and existing clients within the activities as defined and authorised by the company, proactively developing suitable connections which will generate business, providing solutions to corporate clients and prepare full and complete recommendation reports. Maintaining and developing client relations, maximising their potential and ensuring all targets are met and work is completed in a compliant manner and meets the company’s quality standards. You will work in a team environment and maintaining appropriate CPD.
Applicant Requirements
Prospective applicants must possess the full Financial Planning Certificate FPC (or equivalent), papers G30 and G60 of the AFPC are preferable (or equivalent). Experience in the following areas would be an advantage employee benefits packages, group risk schemes, presentations to employees on pensions and related benefits. You will have experience in business development, presentations to employers/employees on employee benefits and related matters.
Company Profile
Financial Services company who focus on advising an extensive portfolio of corporate clients as well as individuals. They specialise in employee benefits, from implementing company pension schemes to providing group risk benefit solutions. Their strength within the employee benefits industry lies in them being able to offer a totally comprehensive service. They are not only able to implement employee benefits programmes but are also qualified to give financial advice to employees on the best option for them.
- Martin Heywood
- 36036
