Paraplanner

Corporate Financial Planner Home-based (covering Greater London) The Opportunity An established, independent wealth management firm is seeking a Corporate Financial Planner to join its growing corporate team. This role offers the opportunity to work with a broad portfolio of corporate clients, advising on workplace pensions, employee benefits, and wider business financial planning strategies. You’ll inherit and develop relationships while playing a key role in delivering high-quality, compliant advice. The Role You will provide corporate financial planning advice to businesses and their stakeholders, helping clients meet regulatory requirements while strengthening employee value propositions and long-term business planning. Key Responsibilities • Deliver high-quality, compliant financial planning advice to corporate clients • Build and maintain long-term relationships with business owners and senior stakeholders • Advise on workplace pensions, employee benefits, and corporate planning strategies • Support clients with regulatory compliance and governance requirements • Prepare and present clear, tailored financial plans and recommendations • Conduct regular client reviews and adapt strategies to evolving business needs • Identify opportunities to develop new business through existing and external networks • Collaborate with accountants, lawyers, and professional introducers • Maintain accurate records in line with FCA and regulatory requirements • Promote the brand and contribute to overall business growth What We’re Looking For Essential: • Level 4 Diploma in Financial Planning (minimum requirement) • Proven experience advising corporate or commercial clients • Strong knowledge of pensions, employee benefits, and corporate financial planning • Ability to interpret business financials and apply planning strategies • Experience preparing and presenting client recommendations • Strong communication and relationship management skills Desirable: • Progression towards Chartered status • Understanding of business succession, profit extraction, and exit planning Key Skills & Competencies • Client-focused with a consultative approach • Strong stakeholder engagement and presentation skills • Ability to simplify complex financial concepts • High attention to detail and regulatory awareness • Commercial mindset with a focus on growth and opportunity development What’s on Offer • Competitive base salary + bonus structure • Established client portfolio and pipeline of opportunities • Flexible, home-based working model • Strong internal support (admin, paraplanning, compliance) • Long-term career progression within a growing business • Comprehensive benefits package (including pension, life cover, and private medical) Apply If you're a qualified Financial Planner looking to transition into or develop within the corporate space, this is an excellent opportunity to join a collaborative and forward-thinking team.