Corporate Financial Planner
Home Based | Greater London Client Base | £60,000 – £70,000
The Opportunity
We are recruiting an experienced Corporate Financial Planner to join a well-established wealth management firm. This is a home-based role serving corporate clients across the Greater London area, with the support of a wider national team.
The firm offers a comprehensive financial planning service to private clients, businesses, and their owners. With a strong reputation built on tailored, client-focused advice, this is an excellent platform for an ambitious adviser looking to make a real impact in the corporate space.
The Role
As a Corporate Financial Planner, you will take ownership of a portfolio of corporate clients, providing expert advice across the full range of workplace and business financial planning disciplines. You will work closely with business owners, senior executives, and key decision-makers, helping them to navigate their obligations and maximise the value of their employee and business benefit strategies.
Core areas of focus include:
- Workplace pension schemes and auto-enrolment compliance
- Employee benefit design, implementation, and review
- Business protection — key person, shareholder, and business continuity planning
- Profit extraction strategies and business exit planning
- Business succession and ownership transition
Key Responsibilities
- Deliver a high-quality, compliant financial planning service to new and existing corporate clients across Greater London.
- Build and maintain strong long-term relationships with business owners and senior executives, understanding their financial goals, priorities, and constraints.
- Prepare and present clear, well-structured financial plans and recommendations that meet the firm's advice standards.
- Ensure clients meet their regulatory obligations as employers, identifying opportunities to add value through improved employee benefit provision.
- Conduct regular reviews of corporate schemes and plans, keeping recommendations aligned with evolving business needs.
- Collaborate with accountants, tax advisers, and other professional connections to deliver joined-up client outcomes and generate new business opportunities.
- Work collaboratively with colleagues across the corporate team, agreeing responsibilities, timelines, and project deliverables.
- Maintain accurate and compliant client records in line with regulatory requirements and internal quality standards.
- Operate within the regulatory frameworks set by the FCA and The Pensions Regulator at all times.
- Agree personal performance targets and work proactively to achieve them.
About You
Essential Qualifications & Experience
- Level 4 qualified financial planner (CII or equivalent) — fully qualified.
- Minimum three years' recent experience advising corporate or business clients (within the last three years is essential).
- Demonstrable track record in a financial advisory role with commercial or business clients.
- Strong working knowledge of workplace pensions, group risk, and employee benefits.
- Ability to interpret business accounts and apply insights to financial planning recommendations.
- Experience preparing and delivering formal financial planning reports and presentations.
- Full, clean driving licence required.
Skills & Competencies
- A genuinely consultative approach — focused on understanding employer needs, regulatory responsibilities, and staff wellbeing.
- Strong relationship management skills, with the ability to engage credibly with directors and senior stakeholders.
- Skilled at translating complex financial concepts into clear, practical advice.
- Knowledge of business succession, shareholder planning, key person planning, profit extraction, and exit strategies.
- Confident presenting to groups and individuals at all levels of seniority.
- Meticulous attention to detail in documentation and file management.
- Ability to identify cross-referral opportunities to private client colleagues where appropriate.
Personal Attributes
- High standards of professionalism and integrity.
- Respectful and inclusive in dealings with clients and colleagues.
- Self-motivated and able to manage a home-based working pattern effectively.
- Committed to ongoing professional development and maintaining competence.
Remuneration & Benefits
Salary: £60,000 – £70,000 depending on experience
- 25 days annual leave plus bank holidays, with the option to purchase up to 5 additional days per year.
- Employer pension contributions of 6%.
- Life assurance at 4x salary from day one.
- Private medical insurance (subject to successful completion of probationary period).
- Participation in an Employee Benefit Trust, allocating a percentage of the B-share pool (at Board discretion, post-probation).
- Discretionary bonus scheme (post-probation).
This is a home-based role. The successful candidate will be expected to travel regularly to meet clients across Greater London.
