Corporate Financial Planner
2 months ago
**Job Title: Corporate Financial Planner**
**Salary: £45,000 - £50,000 + Bonus**
**Location: Birmingham/West Midlands**
A well-respected Financial Planning firm with a good reputation are looking for an experienced Corporate Financial Adviser to come and join their growing team.
This firm provides advice across Pensions, Investments, IHT and Wealth management alongside a selection of employee benefits such as: Group pensions, group life and group risk. They are a forward-thinking firm that embrace technology and pride themselveson the technical knowledge that their team provides, along with the high-levels of customer service.
**The Role**:
This role would suit someone who is technically minded and who has a natural ability to develop relationships, explain complex finanical information clearly and concisely and who is interest in working with several local businesses to improve their knowledgeon finanical planning.
There will be a focus on providing informative advice to various corporate clients which in turn should create multiple avenues to provide further financial advice. Alongside developing the corporate strategy with how to onboard and develop new relationshipsa focus.
There is also good admin support available for this and plenty of corporate clients given as leads so this is more suited to someone with a good level of technical knowledge but who wants to focus on the advice rather than the 'sales’ side of things.
**The Required Skills**:
- Level 4 Diploma Qualified as a minimum
- Experience in a similar position previously and a knowledge of group schemes would be advantageous.
- Personable professional who is comfortable dealing with clients both written and verbally.
- Strong level of technical knowledge around pensions, investments and experience of utilising cash-flow modelling reports.
**If you are interested in hearing more about this position, please get in touch with us at Capio.
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