Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Deliver top-notch corporate services and build strong client relationships in a dynamic environment.
- Company: Join an established Wealth Management company with a focus on compliance and client satisfaction.
- Benefits: Enjoy competitive salary, professional development, and a supportive team culture.
- Why this job: Make a real impact by advising corporate clients and enhancing their employee benefits.
- Qualifications: Level 4 qualification and strong analytical skills required.
- Other info: Opportunity for continuous learning and career growth in a fast-paced industry.
The predicted salary is between 36000 - 60000 £ per year.
We are looking for an experienced Corporate Services Consultant to join our Stevenage based client, which is an established Wealth Management company on a permanent basis. The Corporate Services Consultant is responsible for delivering the firm’s Corporate Services proposition in full alignment with FCA requirements and the firm’s compliance procedures. The role holder will provide high-quality advice, manage ongoing client relationships, and ensure all corporate clients receive a professional, consistent, and compliant service. They will conduct regular client reviews, address ongoing needs, identify opportunities for growth, and act as a trusted adviser to corporate clients and their employees.
Key Responsibilities
- Deliver the firm’s Corporate Services proposition in accordance with the FCA rules and internal compliance standards.
- Ensure all corporate clients receive an appropriate standard of service, communication, and support.
- Conduct holistic corporate services consultations and ensure clients are reviewed at least annually, following the firm’s suitability process.
- Maintain full and accurate fact finds and meeting notes, ensuring Corporate Services support teams are included in all relevant communications.
- Handle ad hoc client requirements promptly, ensuring high levels of client satisfaction.
- Adhere to the firm’s operating policies and procedures to ensure consistency and effective management of operational risk.
Client Relationship Management
- Manage an assigned portfolio of corporate clients with the highest level of professionalism and regulatory awareness.
- Arrange and facilitate Client Surgery days, acting as a subject matter expert for client employees, referring individual wealth management opportunities to the financial planning team as appropriate.
- Develop strong, lasting relationships to retain existing clients and grow the client base.
- Provide advice and guidance to help clients expand or enhance their existing employee benefits or workplace pension proposition.
- Manage and monitor client portfolios to ensure stability and growth where appropriate.
- Analyse existing client arrangements and produce forecasts to support future planning.
- Keep up to date with legislation and regulatory developments, particularly relating to auto-enrolment and workplace pensions.
Professional Standards
- Maintain competent adviser status as defined by the Regulator and the firm.
- Hold a current Statement of Professional Standing (SPS) and ensure continuous professional development (CPD) is up to date.
- Uphold confidentiality, integrity, and the highest ethical standards in all client interactions.
Candidate Specification
- Excellent interpersonal skills with the ability to listen, empathise, and build trust with corporate clients.
- Strong analytical ability to interpret quantitative and qualitative data, diagnose client challenges, and create appropriate strategies.
- Confident presenting solutions to clients and technical subjects to professional audiences.
- Tactful, trustworthy, and diplomatic with a strong commitment to confidentiality.
- Highly self-motivated, able to work independently, manage personal goals, and balance conflicting deadlines.
- Strong advocate for clients with a results-driven mindset and ownership of problem-solving.
- Demonstrates humility, honesty, and a growth mindset—learning from challenges and taking responsibility for personal development.
Qualifications & Knowledge
- Level 4 qualification completed, with evidence of practical technical knowledge.
- Good awareness of the FCA regulatory regime and its application within an advisory firm.
- Familiarity with the CFP six-step financial planning process and strong working knowledge of financial planning and investment markets.
- Ability to keep up to date with changes in financial regulations and legislation.
Corporate Services Consultant in Stevenage employer: Tate Recruitment
Contact Detail:
Tate Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Corporate Services Consultant in Stevenage
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your skills and experiences that align with the Corporate Services Consultant role. We want to see how you can bring value to their team, so be ready to share specific examples of your past successes!
✨Prepare for Interviews
Do your homework before any interview! Understand the company’s values, their services, and the latest trends in wealth management. We recommend practising common interview questions and preparing some thoughtful questions of your own to show you’re genuinely interested.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you that Corporate Services Consultant position!
We think you need these skills to ace Corporate Services Consultant in Stevenage
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Corporate Services Consultant role. Highlight your experience in wealth management and compliance, and don’t forget to showcase your interpersonal skills and analytical abilities!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention specific experiences that align with the job description and show us your passion for client service.
Showcase Your Qualifications: Don’t forget to mention your Level 4 qualification and any relevant certifications. We want to see your commitment to continuous professional development and how you keep up with FCA regulations.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Tate Recruitment
✨Know Your Compliance Inside Out
Make sure you brush up on FCA regulations and the firm's compliance procedures. Being able to discuss how you’ve adhered to these in past roles will show that you’re not just familiar with the rules, but that you can apply them effectively.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built and maintained strong client relationships. Think about specific instances where you’ve gone above and beyond for a client, as this will demonstrate your commitment to high-quality service.
✨Be Ready to Discuss Analytical Strategies
Since the role requires strong analytical skills, come prepared to talk about how you interpret data and create strategies based on your findings. Use real-life examples to illustrate your thought process and problem-solving abilities.
✨Stay Updated on Industry Trends
Familiarise yourself with recent changes in financial regulations and workplace pensions. Showing that you’re proactive about staying informed will highlight your dedication to continuous professional development and your ability to provide relevant advice.
