RGH-Global | People Services
Corporate Financial Planner
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Corporate Financial Planner
Home-Based | Greater London Client Base | £60,000–£70,000 + Benefits
An exciting opportunity for an experienced Corporate Financial Planner to join a well-established wealth management firm, working with businesses, business owners and senior executives across Greater London.
This is a home-based role with regular client travel and the backing of a wider national team. You’ll take ownership of a portfolio of corporate clients, delivering tailored advice across workplace pensions, employee benefits and business financial planning.
The Role
- Manage and develop long-term relationships with corporate clients, business owners and senior stakeholders
- Provide advice across workplace pensions, employee benefits and group risk
- Support businesses with business protection, key person and shareholder planning
- Advise on succession, exit planning and profit extraction
- Prepare and present clear, compliant financial recommendations
- Work alongside accountants, tax advisers and internal teams to deliver joined-up solutions
- Identify opportunities to develop existing client relationships and generate new business
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About You
- Fully Level 4 qualified (CII or equivalent)
- At least 3 years' recent experience advising corporate/business clients
- Strong knowledge of workplace pensions, group risk and employee benefits
- Commercial mindset with the ability to understand business needs and financial information
- Confident building relationships with directors and senior decision-makers
- Excellent communication, presentation and report-writing skills
- Full UK driving licence
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What's on Offer?
- £60,000–£70,000 depending on experience, plus:
- 25 days holiday + bank holidays, with option to purchase 5 additional days
- 6% employer pension contribution
- Life assurance at 4x salary
- Private medical insurance after probation
- Discretionary bonus
- Employee Benefit Trust participation
If you're an experienced financial planner looking to build your career within the corporate financial planning space, we'd love to hear from you.
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