Desk Based Corporate Financial Planner

4 weeks ago


Bath, United Kingdom Clever-HR Full time

**We have a new Desk Based Financial Planner opportunity to join this well-established Wealth Management firm. This role specialises on Corporate Advice and Employee Benefits.**

You will actively manage a portfolio of clients, providing excellent client service and spotting further opportunities through understanding your client’s needs.

You will deliver Auto Enrolment Workplace Pensions to new client introductions. Please note there is the option to work remotely, but would need reasonable access to a regional office.

**Key responsibilities**
- Develop and maintain strong relationships with new and existing clients
- Have the skill knowledge and experience to develop and maintain relationships
- Ensure all clients receive the highest quality of customer service on an ongoing basis
- Conduct virtual and telephone meetings with clients
- Spot opportunities for growth of revenue within current client bank
- Actively manage all leads passed from the EB team, Introducers, Wealth Managers and Corporate Wealth Management with a view to successfully secure them as EB Clients
- Develop the employer relationships (profile all senior management, client satisfaction, new opportunities in order to understand the client’s needs)
- Develop and maintain relationships with the Corporate Financial Planners and Corporate
- Client Executive team to ensure seamless client service
- Attend and present at planned EB events aimed at attracting new clients to the business
- Manage and maintain accurate management information/data
- Generate appropriate monthly reporting, information, and statistics in the required format

**Revenue and Business Development**
- Formulate and agree a business plan each year
- Ensure that sales targets are met or exceeded each month, quarter and year
- Identify and maximise new sales opportunities to secure the business
- Identify appropriate industry events to represent the business and seek opportunities
- Work closely with all colleagues, build relationships to maximise new business opportunities
- Liaise with our key partners to produce campaigns via mail shots, e-shots and the website to generate new business opportunities
- Develop and deliver presentations to introducers and employees when required
- Understand all products within the employee benefits portfolio and identify opportunities to cross sell and promote other services

**About you**:

- Proven successful track record in target driven environment
- Previous experience of working as an Employee Benefits consultant
- Demonstrable evidence of delivering successfully in a similar role
- Experience in developing relationships within the Employee Benefits arena
- Experience achieving/exceeding financial targets
- Experience in carrying out presentations to large audiences
- Demonstrable knowledge of the Pension, Health, Risk & Wellbeing marketplace
- Ability to agree financial objectives and achieve/exceed them
- Excellent inter-personal, verbal and written communication skills
- Excellent organisation and time management skills
- High level of customer service and has experience of building relationships at corporate events
- A self-motivated individual who can generate leads and cultivate new client opportunities
- Ability to agree financial objectives and achieve/exceed them
- Excellent commercial awareness and industry knowledge
- Ability to use all Microsoft packages; Outlook, Word, Excel and Powerpoint
- Diploma qualified and Group Risk qualifications would be advantageous


  • Financial Planner

    2 weeks ago


    Bath, Somerset, United Kingdom Reed Full time

    Reed Financial services are pleased to be representing a long standing IFA based in Bath who focus on private client and corporate advice, the role provides full back-office support . As an IFA, you will have access to a full client bank, allowing you to hit the ground running and focus on providing exceptional financial advice to clients. You will be...


  • Bath, United Kingdom Financial Divisions Full time

    Our client is offering an excellent 'entry level’ role for individuals seeking a long term career in wealth management. They are looking for either a recent graduate in finance (or a degree in a finance or economics or similar discipline) seeking a graduateposition or someone with a level of experience of handling financial services administration....


  • Bath, United Kingdom mbf. Full time

    Mbf are working with a national financial planning organisation in Bath to recruit a Financial Services Administrator. Our client has offices across the UK and a particularly strong presence in South West of England, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth. The role will involve working...


  • Bath, United Kingdom Hays Specialist Recruitment Limited Full time

    Your new companyHays are working with a professional services organisation based near central Bath to recruit for an IT Service Desk Manager. The role is permanent, paying circa £45,000pa offered full time on site or potentially hybrid working one or two days from home per week. The IT services department are a friendly team with a great culture. The...


  • Bath, United Kingdom Recruitment Hound Ltd Full time

    Media Planner Buyer - £28-35k plus Bonus A rare opportunity to join an experience Media agency based in beautiful Bath. The agency have enjoyed business wins and continue to have a a healthy pipeline of new business in coming and leads close behind. This is new position due to business growth, therefore looking to bring on an accomplished Media Planner...

  • Paraplanner

    1 day ago


    Bath, United Kingdom Heat Recruitment Full time

    Are you an experienced Paraplanner? Are you looking to enhance your career with more technical challenges? In this role you will act as a technical support to deliver professional quality written report documentation for Financial Planners and their clients in accordance with the company and regulatory requirements. Ideally you will have a background in a...


  • Bath, United Kingdom Hays Specialist Recruitment Limited Full time

    An accountancy practice in Bath is seeking to recruit an ambitious Corporate / Mixed Tax Manager. They are a dynamic and forward thinking firm, with a diverse client base. You will be ambitious with a desire to further your career within an autonomous environment that offers real opportunities for career progression and personal development. You will be...


  • Bath, United Kingdom Capture Property Marketing Full time

    **Photographer and Floor Planner** **About Us** We are a leading property marketing company specialising in providing high-quality visual marketing solutions for properties. From professional photography and videography to floor plans and virtual tours, we showcase properties in their best light and help our clients attract potential buyers. A 6mth role...


  • Bath, United Kingdom Reed Full time

    Reed Financial Services are representing a forward thinking and growing wealth management business. who are committed to providing the very best financial advice through their top-quality teams.They currently have an opportunity for a Paraplanner to join either of their offices due to expansion. In this role you will be responsible for providing excellent...


  • Bath, Somerset, United Kingdom White Horse Employment Full time

    JOB TITLE: Financial Accountant LOCATION: Near Bath SALARY & BENEFITS: £36k-£42k HOURS: 37.5 (hybrid) White Horse Employment is partnering with a long-standing client in Somerset with their search for a Financial Accountant. This role lends itself perfectly to a progressive Accountant with a broad set of skills, that is looking to develop their people...

  • Financial Accountant

    2 weeks ago


    Bath, Bath and North East Somerset, United Kingdom Simple Recruitment Ltd Full time

    Simple Recruitment are looking for an organised Financial Accountant for a permanent opportunity with our client in Peasedown St John. The Job:As Financial Accountant, you will be responsible for control accounts, bank reconciliations, cashflow, invoicing and charging, payments and debt collection, and income accruals for monthly reporting. Leading a busy...


  • Bath, Somerset, United Kingdom White Horse Professional Resources Full time

    White Horse Employment is partnering with a long-standing client in Somerset with their search for a Financial Accountant. This role lends itself perfectly to a progressive Accountant with a broad set of skills, that is looking to develop their people management experience. You will ideally be part qualified and actively studying ACCA (although CIMA will...


  • Bath, Somerset, United Kingdom Bath Cats & Dogs Home (RSPCA Bath & District Branch) Full time

    Job Description About Us Bath Cats and Dogs Home, has a vision of a world where all animals are treated with kindness and compassion. We believe that every cat and dog should have the opportunity to enjoy a healthy life and a happy home. So, from advice and support, to rescue, rehabilitation and rehoming, we exist to positively transform the lives of pets...


  • Bath, Somerset, United Kingdom Bath Cats & Dogs Home (RSPCA Bath & District Branch) Full time

    About Us Bath Cats and Dogs Home, has a vision of a world where all animals are treated with kindness and compassion. We believe that every cat and dog should have the opportunity to enjoy a healthy life and a happy home. So, from advice and support, to rescue, rehabilitation and rehoming, we exist to positively transform the lives of pets and their owners....

  • Financial Reporting

    1 month ago


    Bath, United Kingdom BuroHappold Full time

    Financial Reporting & Analytics ManagerGot a flair for Finance? We’re hunting for a new Financial Reporting Manager with skills in strategic thinking, complex problem solving and financial analysis to join our Central Finance team in Bath. The role would ideally suit a qualified CIMA/ACCA accountant with a keen interest in report writing and data analysis....

  • Financial accountant

    1 month ago


    Bath, Somerset, United Kingdom White Horse Professional Resources Full time

    White Horse Employment is partnering with a long-standing client in Somerset with their search for a Financial Accountant. You will ideally be part qualified and actively studying ACCA (although CIMA will still be considered). Balance sheet reconciliations * Supporting the Head of Finance with year-end and audit * PAYE and corporation tax calculations...

  • Group Accountant

    2 weeks ago


    Bath, Somerset, United Kingdom Rotork Full time

    The Group Controls Accountant will be a key member of the Group Finance team, with the main purpose of the role being to manage and take ownership of the business control framework for the Group. As Group Controls Accountant has responsibility for the implementation of the framework across Rotork subsidiaries, monitoring changes in applicable corporate...

  • Volunteer Treasurer

    6 days ago


    Bath, United Kingdom Bath Gateway Out & About Full time

    Job Overview: We are seeking a skilled Treasurer, just for 1 - 2 hours per week to oversee the financial activities of our Charity. The Treasurer will be responsible for managing financial transactions, preparing financial reports, and ensuring compliance with financial regulations. **Responsibilities**: - Manage all aspects of financial management,...


  • Bath, United Kingdom Reed Full time

    Reed Financial Services are representing a forward thinking and growing wealth management business. who are committed to providing the very best financial advice through their top-quality teams.They currently have an opportunity for a Trainee Paraplanner to join either of their offices due to expansion. The role - you will be involved in report writing...

  • Solicitor

    3 weeks ago


    Bath, United Kingdom THRINGS Full time

    We are looking for a Solicitor to join the Real Estate team in our Bath office. This role offers a wonderful opportunity to join an inclusive and friendly team, working with a large FTSE listed company. It is anticipated that you will have demonstrable experience of Real Estate law and be able to work autonomously as well as part of a team. Day to day, you...