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Corporate Consultant (Financial Planning)

Posted 2 February by Bryan James Recruitment Ended

Corporate Consultant - Employed Package

National Financial Planning/Wealth Management Firm


Our Client is an award winning, highly reputable and respected Financial Planning/Wealth Management Firm who provide independent financial advice and guidance to both Private and Corporate clients.

An opportunity exists for a fully qualified and experienced Financial Adviser (IFA, Financial Planner, Wealth Manager etc) to join a high performing team who provide a quality Employee Benefits and Human Resource consultancy service to existing (and new) Corporate clients. In addition, and where appropriate, you will also provide holistic financial planning to Private Clients (often 'High Net Worth’ individuals such as Directors, Business Owners etc). There is no requirement to bring clients with you.

This is an employed role with an attractive Basic Salary of £40,000 and benefits package on offer, together with ongoing support of your professional development (eg Industry qualifications).

To be considered for this opportunity, you must:

  • be Diploma/Level 4 qualified in Financial Planning (as a minimum)
  • have a minimum of 3 years experience of working as a Financial Adviser providing face to face advice and guidance to clients on Investments, Pensions and Protection planning/products
  • have experience of providing an Employee Benefits service including practical knowledge of Auto Enrolment, DB/DC Pension Schemes and Group Risk
  • be strong in managing key accounts
  • have an exemplary compliance and business quality track record
  • have experience, or be comfortable in dealing with high net worth clients
  • have a willingness to progress to Chartered status
  • have strong communication (verbal and written) and presentation skills
  • be a strong relationship builder

Bryan James Recruitment recruit exclusively for the Financial Services/Wealth Management arena.

Bryan James Recruitment operates as a Recruitment Agency for the provision of permanent candidates.

Reference: 34389925

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