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.