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- Tasks: Provide advisory services to corporate clients and drive new business opportunities.
- Company: Join Chase de Vere, a leading independent financial advisory firm in the UK.
- Benefits: Enjoy 25 days holiday, performance bonuses, and flexible benefits tailored to you.
- Why this job: Be part of a nurturing culture with growth opportunities and community support.
- Qualifications: Experience in the corporate market and strong relationship-building skills required.
- Other info: Fully funded training and exams, plus paid volunteering days to give back.
The predicted salary is between 36000 - 60000 ÂŁ per year.
2 days ago Be among the first 25 applicants
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Direct message the job poster from Chase de Vere
Chase de Vere are actively seeking Corporate Advisers to join our London team.
The purpose of the Corporate Adviser role is to provide advisory services to prospective and existing corporate clients.
You will be responsible for providing excellent service to our existing clients, recognising development opportunities as well as acquiring new clients and generating business.
The role specialises within our corporate team so you will be a technical expert in Auto enrolment, DB Schemes, Group SIPP, Group Risk and Legacy Pensions and will ensure you keep your knowledge of market legislative conditions as well as Company Good Business Standards, up to date.
RESPONSIBILITIES
- To procure and provide advisory services to prospective and existing corporate clients in a compliant manner, providing exceptional profitable client service adhering to the FCA principles of “Treating Customers Fairly”.
- To understand the Corporate Business Strategy and contribute to national business development initiatives as requested by Senior Management.
- Key function of this role is client servicing and development of opportunities with existing clients as well as new client acquisition through the strategy as defined by the corporate business.
- To proactively identify and engage in appropriate business generation activities to drive forward new client acquisition.
EXPERIENCE & SKILLS
- Proven experience and capability to deliver into the corporate market
- Be motivated and driven to exceed business targets
- Excellent ability to effectively manage Key Accounts
- Effective relationship building and interpersonal skills
- Good organisational and planning skills
- Excellent time management and project management skills
- Desirable to have Level 4 Diploma in Regulated Financial Planning
By joining Chase de Vere, you’ll be a part of one of the largest independent financial advisory firms in the UK. Backed by Swiss Life, this gives you the opportunity to have a progressive career in a nurturing culture, which will make you feel part of something special.
- Opportunity to earn excellent performance related bonuses
- 25 days holiday (increasing to 30 with length of service), plus bank holidays
- The option to buy additional holiday days
- Contributory pension scheme
- Life Assurance
- Fully funded exams and paid study leave
- Comprehensive induction and training programme
- A wide range of voluntary flexible benefits to suit your individual needs
- Cycle to work scheme
- Employee Forum and Diversity and Inclusion groups
- Fully funded annual 2 day conference in Manchester
- 2 paid volunteering days each year, to support your local community
- Complementary mortgage service available through our internal mortgage team
- Employee Assistance Programme with access to a 24/7 helpline
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance and Sales
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Corporate Advisor employer: Chase de Vere
Contact Detail:
Chase de Vere Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Corporate Advisor
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in corporate finance, especially around Auto enrolment and DB Schemes. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to staying updated in a fast-paced industry.
✨Tip Number 2
Network with professionals in the financial advisory sector, particularly those who work with corporate clients. Attend industry events or join relevant online forums to build connections that could lead to referrals or insider information about the role.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed key accounts or developed new business opportunities in your previous roles. Highlighting your achievements will showcase your ability to contribute to Chase de Vere's growth.
✨Tip Number 4
Research Chase de Vere’s corporate strategy and values thoroughly. Understanding their approach to client service and business development will allow you to tailor your conversations and show how you can align with their goals.
We think you need these skills to ace Corporate Advisor
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Corporate Adviser position. Familiarise yourself with key areas such as Auto enrolment, DB Schemes, Group SIPP, and Group Risk.
Tailor Your CV: Customise your CV to highlight relevant experience in the corporate market. Emphasise your ability to manage Key Accounts and your success in client acquisition and servicing.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation and drive to exceed business targets. Mention specific examples of how you've built relationships and generated business in previous roles.
Highlight Relevant Qualifications: If you have a Level 4 Diploma in Regulated Financial Planning or any other relevant qualifications, make sure to mention these prominently in your application to stand out.
How to prepare for a job interview at Chase de Vere
✨Know Your Technical Stuff
As a Corporate Adviser, you'll need to be well-versed in Auto enrolment, DB Schemes, Group SIPP, and more. Brush up on these topics and be ready to discuss how your expertise can benefit potential clients.
✨Demonstrate Client-Centric Thinking
Show that you understand the importance of 'Treating Customers Fairly'. Prepare examples of how you've provided exceptional service to clients in the past and how you plan to do so in this role.
✨Highlight Your Business Development Skills
Be prepared to talk about your experience in acquiring new clients and generating business. Share specific strategies you've used in the past to identify and engage potential clients.
✨Showcase Your Relationship-Building Abilities
Effective relationship management is key in this role. Think of examples where you've successfully built and maintained relationships with key accounts, and be ready to discuss them during the interview.
