CLIENTSCandidates - Job Board
Scheme Promotion Consultant
,
£30000 - £40000 per annum + Car Allowance/car, Pension, Benefits
A leading provider of pensions and employee benefits is seeking a Scheme Promotions Consultant to manage, retain and develop an account of DC corporate pension clients.
The role is home based, however the commute to Cheltenham is required on a fairly regular basis.
The main purpose of the role is to make workplace presentations to employees of the DC clients, generate APE to exceed sales targets, aid client retention and enhance the client relationship.
This will involve having up to date pensions knowledge and applying this as well as attending client and Trustee meetings. Contribution will also be required to external communications material and promotion campaigns.
Candidates must have good knowledge of financial services with sound technical knowledge of DC pensions and current pension issues, knowledge of the sales and administration process and experience in a relationship or account management role. The Diploma qualification or equivalent is desirable.
The role is home based, however the commute to Cheltenham is required on a fairly regular basis.
The main purpose of the role is to make workplace presentations to employees of the DC clients, generate APE to exceed sales targets, aid client retention and enhance the client relationship.
This will involve having up to date pensions knowledge and applying this as well as attending client and Trustee meetings. Contribution will also be required to external communications material and promotion campaigns.
Candidates must have good knowledge of financial services with sound technical knowledge of DC pensions and current pension issues, knowledge of the sales and administration process and experience in a relationship or account management role. The Diploma qualification or equivalent is desirable.
Contact: Zoe Priselac
Senior IFA/Head Of London Office
London,
We are currently working exclusively with a successful regional Financial Planning firm who are looking to open a new London office. As such they require an experienced, senior level IFA to head up and develop the operation. They have close links with a number of top 10 Law firms so this individual must have ability to build relationships with partners of such firms, both as clients and as referral sources. Initially the role will focus on client advice and the development of professional connections but will grow to include team management and potentially an equity directorship in the company.
Please contact James Woods on 01727 884 662
Please contact James Woods on 01727 884 662
Contact: James Woods
Corporate Consultant
,
£50000 per annum
One of the largest independently owned brokerages with a well-established financial services arm is seeking a Corporate Development Consultant.
They are a national independent financial advisory firm providing local and bespoke financial solutions to both personal and corporate clients.
They are seeking a Consultant to join the team in London, specifically to develop corporate business from the general insurance arm. They offer a comprehensive suite of services including specialist employee communications to ensure maximum value to the employer. The role will involve establishing and developing the internal relationships and so a proven track record in a similar role is required along with the ability to instigate and build external relationships with clients at Board level.
This is an excellent opportunity to join a growing and progressive organisation that has won industry awards. To apply you must have the required experience, ideally be Diploma qualified and applicants who have clients to bring will take preference.
They are a national independent financial advisory firm providing local and bespoke financial solutions to both personal and corporate clients.
They are seeking a Consultant to join the team in London, specifically to develop corporate business from the general insurance arm. They offer a comprehensive suite of services including specialist employee communications to ensure maximum value to the employer. The role will involve establishing and developing the internal relationships and so a proven track record in a similar role is required along with the ability to instigate and build external relationships with clients at Board level.
This is an excellent opportunity to join a growing and progressive organisation that has won industry awards. To apply you must have the required experience, ideally be Diploma qualified and applicants who have clients to bring will take preference.
Contact: Zoe Priselac