Job Description 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 role is primarily home-based, with most client interaction conducted via video, alongside some travel where required. 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. Deliver high-quality, compliant financial planning advice Build long-term relationships with key decision-makers Collaborate with professional introducers (accountants, tax advisers, etc.) Ensure all advice meets FCA and regulatory standards 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 Full UK driving licence required Established, loyal client bank with strong ongoing income ~ Clear transition plan from retiring adviser ~ Home-based flexibility with autonomy ~ 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.
Locations
Financial Planning Adminstrator in Essex, Loughton employer: mbf
MBF in Leeds is an exceptional employer, offering a dynamic work culture that fosters collaboration and professional growth within the private wealth sector. With a commitment to employee development, including study support for further qualifications, and a prime office location in the heart of Leeds city centre, we provide a rewarding environment where your expertise in paraplanning can truly thrive.
