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For Companies 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
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 Norwich employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employee Benefits Specialist in Norwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for opportunities. You never know who might have a lead or be able to introduce you to someone looking for an Employee Benefits Specialist.
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your skills in corporate financial planning. Engage with relevant content and connect with potential employers or industry leaders to get noticed.
✨Tip Number 3
Practice your pitch! Prepare a short, engaging summary of your experience and what you can bring to the table. This will come in handy during networking events or casual chats with industry professionals.
✨Tip Number 4
Don’t forget to check our website for openings! We often have roles that might not be advertised elsewhere, so keep an eye out and apply directly through us for the best chance at landing that dream job.
We think you need these skills to ace Employee Benefits Specialist in Norwich
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!
Showcase Your Compliance Knowledge: Since this role involves ensuring compliance with FCA standards, make sure to mention your understanding of regulatory requirements. We want to know that you can navigate the complexities of workplace pensions and employee benefit schemes with ease.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining the StudySmarter team!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your knowledge of workplace pensions and employee benefit schemes. Familiarise yourself with the latest regulations and compliance requirements, as this will show that you're serious about the role and can hit the ground running.
✨Showcase Your Relationship Skills
Since this role is all about building strong relationships with clients, be prepared to share examples of how you've successfully managed client portfolios in the past. Highlight your communication skills and your ability to adapt strategies based on client needs.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific situations, like a client wanting to change their financial strategy. Think through your approach to problem-solving and how you would ensure compliance while still meeting client objectives.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the transition plan from the retiring adviser or how the firm supports its advisers in maintaining client relationships. This shows your interest in the role and helps you gauge if it’s the right fit for you.