An excellent opportunity has arisen for an experienced Corporate Financial Planner to join a highly regarded, independent wealth management firm. This role offers immediate responsibility for a well-established, high-quality client portfolio of circa 300 corporate clients, with the current adviser retiring within the next 12 months. The initial focus will be on relationship management, continuity, and client retention, ensuring a smooth transition before moving into a more growth-oriented phase. Clients are predominantly based across the North M25 region (Essex, Hertfordshire, and surrounding areas). The role is primarily home-based, with most client interaction conducted via video, alongside some travel where required. The Role You will provide specialist corporate financial planning advice, primarily focused on: Workplace pensions and employee benefit schemes Supporting employers with regulatory requirements and compliance Business protection, succession, and exit planning Profit extraction strategies and key person planning You will build strong relationships with business owners and senior stakeholders, delivering tailored financial solutions aligned to their commercial objectives. Key Responsibilities Manage and develop an existing portfolio of corporate clients Deli...
Corporate Financial Planner employer: mbf. Careers
Join one of Scotland’s fastest-growing financial planning businesses, where you will thrive in a supportive and professional environment that values both personal and professional growth. With a commitment to providing high-quality advice and a strong focus on employee development, this independently owned practice offers excellent benefits, including financial support for industry qualifications and genuine opportunities for career progression. Experience the unique blend of a boutique firm's values with the resources of a larger organisation, all while working in the vibrant city of Edinburgh.
