At a Glance
- Tasks: Manage a portfolio of corporate clients and provide tailored financial planning advice.
- Company: Reputable independent wealth management firm with a supportive culture.
- Benefits: Strong earnings potential, flexible home-based work, and comprehensive benefits package.
- Other info: Opportunity for immediate income stability and long-term growth in a dynamic environment.
- Why this job: Inherit a loyal client base and make a real impact in financial planning.
- Qualifications: Diploma qualified with experience in corporate financial planning and excellent relationship skills.
The predicted salary is between 120000 - 130000 £ per year.
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
- Deliver high-quality, compliant financial planning advice
- Conduct regular client reviews and adapt strategies as business needs evolve
- Build long-term relationships with key decision-makers
- Identify opportunities to expand and develop the client book over time
- Collaborate with professional introducers (accountants, tax advisers, etc.)
- Ensure all advice meets FCA and regulatory standards
About You
- Diploma qualified (Level 4 minimum)
- Proven experience in corporate financial planning or employee benefits
- Strong understanding of pensions, group schemes, and business planning
- Ability to interpret company accounts and provide strategic advice
- Excellent relationship management and communication skills
- Commercially minded with a consultative approach
- Full UK driving licence required
- What’s on Offer
- Established, loyal client bank with strong ongoing income
- Clear transition plan from retiring adviser
- Home-based flexibility with autonomy
- Strong earnings potential (OTE £120k–£130k)
• Comprehensive benefits package including
- 25 days holiday + bank holidays (option to buy more)
- Employer pension contribution (6%)
- Life cover (4x salary)
- Private medical insurance
- Discretionary bonus scheme
This is a rare opportunity to inherit a high-quality, well-maintained client portfolio within a supportive and professional environment.
The role offers both immediate income stability and long-term growth potential, making it ideal for an experienced adviser looking to step into a ready-made book while still having scope to develop further.
Corporate Financial Planner in Loughton 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.
StudySmarter Expert Advice🤫
We think this is how you could land Corporate Financial Planner in Loughton
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like mbf. Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Corporate Financial Planner in Loughton
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to mbf. Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on mbf. Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at mbf. Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with mbf. Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at mbf. Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former mbf. Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
