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 environment.
- Benefits: Competitive salary, flexible home-based work, and comprehensive benefits package.
- Other info: Opportunity for immediate income stability and long-term growth in a dynamic field.
- Why this job: Inherit a loyal client base and enjoy strong earnings potential while making a real impact.
- 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.
Employee Benefits Specialist in Basildon employer: mbf
Join a highly regarded independent wealth management firm that prioritises employee growth and offers a supportive work culture. With a focus on flexibility, you will enjoy the autonomy of a home-based role while managing a loyal client portfolio, alongside a comprehensive benefits package that includes generous holiday allowances and a strong pension contribution. This is an exceptional opportunity for experienced professionals seeking meaningful employment with significant earning potential and the chance to make a real impact in corporate financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Employee Benefits Specialist in Basildon
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant online groups. Building relationships can lead to job opportunities that aren't even advertised.
✨Tip Number 2
Showcase your expertise! Create a personal brand on platforms like LinkedIn. Share insights about employee benefits and corporate financial planning to position yourself as a go-to expert in the field.
✨Tip Number 3
Prepare for interviews by researching the company and its clients. Understand their needs and be ready to discuss how you can help them achieve their financial goals. Tailor your approach to show you're the perfect fit!
✨Tip Number 4
Don't forget to apply through our website! We have loads of resources to help you land that dream job. Plus, it shows you're serious about joining our team and makes it easier for us to find your application.
We think you need these skills to ace Employee Benefits Specialist in Basildon
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Employee Benefits Specialist. Highlight your experience in corporate financial planning and any relevant qualifications, like your Level 4 diploma. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re the perfect fit for this role. Share specific examples of how you've managed client relationships and delivered tailored financial solutions. We love a good story that showcases your expertise!
Showcase Your Relationship Management Skills:Since this role is all about building strong relationships, make sure to highlight your communication skills and any experience you have working with business owners or senior stakeholders. We want to know how you’ve successfully navigated client interactions in the past!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to keep track of your application and ensure it gets the attention it deserves. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your knowledge of workplace pensions, employee benefit schemes, and corporate financial planning. Being able to discuss these topics confidently will show that you're the right fit for the role.
✨Showcase Your Relationship Skills
Since this role is all about building strong relationships with clients, prepare examples of how you've successfully managed client relationships in the past. Highlight your communication skills and consultative approach.
✨Understand the Client Base
Familiarise yourself with the types of businesses in the North M25 region. Knowing their specific needs and challenges will help you tailor your responses and demonstrate your understanding of the market.
✨Prepare Questions
Have a few thoughtful questions ready to ask during the interview. This shows your interest in the role and helps you gauge if the company aligns with your career goals. Think about their approach to client retention and growth strategies.
