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- Tasks: Manage corporate clients and develop new business in Employee Benefits.
- Company: Award-winning Financial Advisory firm based in Harrogate.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Exciting opportunity for growth and relationship management.
- Why this job: Join a leading firm and make a real impact in financial advisory.
- Qualifications: Level 4 Diploma qualified with experience in corporate advisory.
The predicted salary is between 50000 - 65000 £ per year.
My client is a leading Financial Advisory firm based in Harrogate, providing specialist Financial Advice to both individuals and businesses. They also last year won a number of awards for their business.
We are urgently seeking an experienced Corporate Adviser / Employee Benefits Consultant, who will take over a book of Corporate clients and service them, but also someone that will have a hunger to develop the business by offering the full suite of Employee Benefits products to their clients including Pension, Risk and Healthcare schemes.
You will be maintaining existing client accounts though there is a strong emphasis on developing new business in this role; we are looking for a new business developer, not someone to just service the existing client base.
Successful applicants will be experienced Corporate Adviser / Employee Benefits Consultants with a track record of relationship management with Corporate firms. You must be Level 4 Diploma Qualified and ideally have additional qualifications such as IF7 - Healthcare and GR1 - Group Risk.
Corporate Financial Adviser in Harrogate employer: Lime People Search & Select
Contact Detail:
Lime People Search & Select Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Corporate Financial Adviser in Harrogate
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals at events or online. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Showcase your expertise! Create a personal brand on platforms like LinkedIn. Share insights about Employee Benefits, Pension schemes, and Risk management to position yourself as a thought leader in the field.
✨Tip Number 3
Prepare for interviews by researching the company’s recent achievements and awards. Tailor your responses to highlight how your experience aligns with their goals, especially in developing new business.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Corporate Financial Adviser role. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Corporate Financial Adviser in Harrogate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Corporate Financial Adviser role. Highlight your experience in managing corporate clients and developing new business, as this is what we’re really looking for!
Showcase Your Qualifications: Don’t forget to mention your Level 4 Diploma and any additional qualifications like IF7 and GR1. We want to see that you’ve got the right credentials to back up your experience.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial advising and how you can help us grow our client base. Be specific about your achievements!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Lime People Search & Select
✨Know Your Stuff
Make sure you’re well-versed in the latest trends and regulations in financial advisory. Brush up on your knowledge of Employee Benefits products, especially Pension, Risk, and Healthcare schemes. This will show that you’re not just qualified but genuinely interested in the field.
✨Showcase Your Success
Prepare to discuss specific examples of how you've successfully managed corporate clients in the past. Highlight any new business development strategies you've implemented and the results you've achieved. Numbers speak volumes, so be ready to share metrics that demonstrate your impact.
✨Build Rapport
Since relationship management is key in this role, practice building rapport during your interview. Be personable and engage with your interviewers. Ask insightful questions about their firm’s culture and client relationships to show you’re keen on fitting in and contributing positively.
✨Demonstrate Your Hunger
This role requires a proactive approach to developing new business. Share your vision for how you would expand their client base and offer innovative solutions. Show them that you’re not just looking to maintain existing accounts but are eager to grow and enhance their services.