Corporate Risk Advisor

2 weeks ago


Halifax, Calderdale, United Kingdom Medlock Partners Full time
Job Summary

We are seeking a highly skilled Corporate Risk Advisor to join our team at Medlock Partners. As a key member of our professional services recruitment specialist, you will play a vital role in delivering exceptional service to our clients.

About the Role

This is an exciting opportunity to work with a reputable Independent Firm of Financial Planners who have built a strong reputation for providing bespoke advice to their client base.

  • As a Corporate Risk Advisor, you will be responsible for managing relationships and providing ongoing advice to existing corporate clients.
  • You will identify and contact potential new corporate clients, gathering information and identifying client needs.
  • You will analyse information gathered and undertake research to make suitable recommendations.
  • You will complete all supporting documentation accurately and in line with compliance procedures.

In this role, you will ensure that the level of service agreed with each client is delivered in a timely manner. You will liaise with professional connections and develop new client opportunities.



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