As a corporate consultant the main accountabilities will be the servicing of clients and development of opportunities with existing clients as well as new client acquisition through the strategy as defined by the corporate business. You will work within the highly successful international team servicing clients in the UK which are affiliated with the wider international market that the company deal with.
The key responsibilities of this role will be :
To identify business opportunities from new and existing clients and develop a business plan to generate a pipeline sufficient to meet your agreed business targets.
To proactively identify and engage in appropriate business generation activities to drive forward new client acquisition.
To agree fees with clients and have an up to date Corporate Client Agreement for all existing schemes.
To provide excellent client service to your active client bank as agreed at outset with clients and documented in the service agreement. There is to be a minimum of at least one annual servicing meeting per client with the key decision maker.
To be successful in this role you will have previous experience of working within a client facing role and be confident advising corporate clients. You will be Level 4 diploma qualified and have the ability to effectively manage Key Accounts as well as have good experience of Auto-enrolment and DB / DC pension schemes.
This is an excellent opportunity for the right candidate to join a well established and successful firm in an interesting and varied role with the opportunity to earn excellent OTE potential and add to the strategic direction of the corporate business as a whole.
Please quote PSH1611-97 when calling Alexander Lloyd on 01293 572900 and ask for our Pensions and Benefits division. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.
Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website www.alexanderlloyd.co.uk for any other roles which may be of interest.