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Corporate services consultant

Stevenage
Permanent
Tate
Service consultant
Posted: 19h ago
Offer description

We are looking for an experience Corporate Services Consultant to join our Stevenage based client which is an established Wealth Management company on a permanent basis. This is hybrid role - but the client has requested that the successful candidates lives 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, e...

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