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- Tasks: Deliver high-quality corporate services and manage client relationships with professionalism.
- Company: Established Wealth Management company with a focus on compliance and client satisfaction.
- Benefits: Hybrid working model, competitive salary, and opportunities for professional development.
- Why this job: Join a dynamic team and make a real impact in the corporate services sector.
- Qualifications: Level 4 qualification and strong understanding of FCA regulations required.
- Other info: Local candidates preferred; interviews happening now, so apply early!
The predicted salary is between 28800 - 48000 £ 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.
This is a hybrid role - but the client has requested that the successful candidates live locally to the office in Stevenage.
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
- Client Service & Compliance
- 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.
- Portfolio Management & Analysis
- 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
- Skills & Competencies
- 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.
- Current SPS and up-to-date CPD.
- 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.
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Corporate Services Consultant in Stevenage employer: Tate
Contact Detail:
Tate Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Corporate Services Consultant in Stevenage
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend local events, and don’t be shy about letting people know you’re on the hunt for a Corporate Services Consultant role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for those interviews! Research the company and its services thoroughly. Be ready to discuss how your skills align with their needs, especially around compliance and client relationship management. Show them you’re not just another candidate, but the right fit!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’d be perfect for their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Corporate Services Consultant gig. Plus, applying directly can sometimes give you a leg up in the process. Let’s get you that job!
We think you need these skills to ace Corporate Services Consultant in Stevenage
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience as a Corporate Services Consultant. Use keywords from the job description to show that you understand what we're looking for.
Showcase Your Skills: Emphasise your interpersonal skills and analytical abilities in your application. We want to see how you can build trust with corporate clients and tackle their challenges head-on.
Be Professional and Compliant: Since this role involves compliance with FCA regulations, mention any relevant qualifications or experience you have in this area. It’s crucial for us that you demonstrate a strong understanding of regulatory requirements.
Apply Through Our Website: We encourage you to submit your application through our website. This way, we can ensure your application is processed smoothly and you get the best chance to shine!
How to prepare for a job interview at Tate
✨Know Your Compliance Inside Out
As a Corporate Services Consultant, you'll need to demonstrate a solid understanding of FCA requirements and compliance procedures. Brush up on the latest regulations and be ready to discuss how you’ve applied them in past roles.
✨Showcase Your Client Relationship Skills
This role is all about managing client relationships. Prepare examples of how you've built trust and rapport with clients in the past. Think about specific situations where you’ve gone above and beyond to meet client needs.
✨Be Ready for Technical Questions
Expect questions that test your analytical skills and knowledge of financial planning processes. Review key concepts related to workplace pensions and employee benefits, and be prepared to explain them clearly and confidently.
✨Demonstrate Your Growth Mindset
The company values humility and a willingness to learn. Be prepared to discuss challenges you've faced and how you've learned from them. This shows that you're not just results-driven but also committed to personal development.
