Service Care Solutions
Corporate Financial Planner
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Job Title: Corporate Financial Planner
Location: Remote – with travel to clients along the M25 corridor
Salary: £60,000 basic (OTE £120k)
Service Care Solutions are delighted to be partnering with a returning client of our as they look to recruit a Corporate Financial Planner. The role is available due to retirement, so you will have the opportunity to have an in-depth handover with the Planner who has been with these clients for nearly 17 years!
You will inherit a bank of over 300 existing clients, with a recurring revenue of over £400,000. This position would suit an experienced Financial Planner with exposure to Corporate Clients, Employee Benefits, and Workplace Pensions to inherit and grow an existing portfolio within a highly supportive environment.
What you will be doing:
- Provide a high-quality, compliant financial planning service to both new and existing corporate clients
- Develop and maintain long-term financial planning relationships with corporate clients and key decision-makers.
- Work closely with business owners and senior executives to understand their financial objectives, priorities, and constraints.
- Prepare and deliver high-quality reports and recommendations in line with the firm’s advice standards and implement agreed client solutions.
- Ensure clients remain compliant with relevant statutory requirements while identifying areas where financial planning can support staff recruitment, retention, and overall employee value.
- Maintain a strong understanding of employer statutory obligations and the tax and practical implications of group benefit arrangements.
- Present financial plans, recommendations, and projections clearly and effectively, ensuring clients understand the advice provided.
- Conduct regular reviews of corporate financial plans and group schemes, updating recommendations as business circumstances and objectives evolve.
- Maintain accurate and comprehensive client records in accordance with regulatory requirements and internal file quality standards.
- Collaborate with accountants, tax advisers, and other professional connections to support client outcomes and generate new corporate planning opportunities
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What you will have:
- Level 4 Diploma qualified as a minimum with desire to progress to Chartered desirable
- Previous experience advising a large portfolio of corporate clients
- Strong understanding of employee benefits and workplace pensions
- Knowledge of investment planning within the corporate context, to include business succession, shareholder planning, business continuity, key person planning, profit extraction, and business exit strategies.
- Excellent relationship management and communication skills
- Confident in presenting to and meeting with groups or individual staff.
- Comfortable managing existing client relationships while developing new business opportunities
- Full UK driving license
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In return you will receive:
- Base salary of £60,000, with on target earning of around £120,000
- Remote working with travel to clients
- 25 days holidays + bank Holidays (with the option to buy more holidays)
- Pensions with 6% employer contribution
- Life cover for 4x annual salary upon joining
- Private Medical Insurance (after probation)
Interested? Apply now! Or call Taylor on 01772 208 969.
Alternatively, if you know anyone that might be interested, we offer referral fees so let us know!
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