Financial Adviser - Corporate

One of the UK’s leading investment providers has an opening for a Corporate Financial Planning Manager to join their highly respected commercial unit.

The Financial Planning Manager (FPM) will work in conjunction with designated introducers to provide comprehensive financial planning to existing business customers of the bank. You will analyse the financial position of your clients, understanding their goals and attitude to risk and recommending the most suitable products from a range of approved providers.

The FPM needs to work closely, build relationships and network with their nominated introducers providing support, guidance and coaching to achieve sales activity targets.

All leads and introductions will be provided and made via your internal customers, typically corporate business managers and commercial development managers.

This role has an added challenge and interest, in that it is a “multi tie” offering a range of products from our blue-chip partners and the added option to go outside the panel if required.

The successful candidate will hold the full FPC (or equivalent) and parts of, or be working toward, AFPC accreditation. Whilst previous experience of financial planning within the corporate sector is not essential, it would be advantageous.

In return, the basic package is up to £45,000 with top advisers earning £200,000+. The benefits scheme is wholly flexible and includes but is not restricted to 28 days holiday, pension, BUPA, PHI, DIS allowance, company car / car allowance, share save, share options and much more.