Corporate Financial Planner

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 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 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