At a Glance
- Tasks: Provide top-notch financial planning for corporate clients and build lasting relationships.
- Company: Established Wealth Management firm with a supportive Corporate Advisory team.
- Benefits: Competitive salary, bonuses, flexible remote work, and career progression opportunities.
- Other info: Join a collaborative team with over 20 years of experience and excellent growth potential.
- Why this job: Inherit a portfolio of 300 clients and make a real impact in their financial success.
- Qualifications: Level 4 Diploma qualified, experience with corporate clients, and strong communication skills.
The predicted salary is between 65000 - 65000 £ per year.
Location: Greater London/Home Counties
Contract: Permanent
Salary: £65,000 per annum + £50k+ bonuses OTE
Start Date: Flexible
Remote working – London based clients
Service Care Solutions is recruiting on behalf of an established Wealth Management firm for a Corporate Financial Planner to join their long‐standing Corporate Advisory team. This is an outstanding opportunity for an experienced Financial Planner with exposure to Corporate Clients, Employee Benefits, and Workplace Pensions to inherit and grow an existing portfolio within a highly supportive environment.
Clients are based around the M25 corridor and will be handed over from a retiring adviser at the end of the year. The successful individual will inherit approximately 300 existing clients alongside an established recurring revenue portfolio generating around £500,000 in annual fees. Initial client visits will be in person but can be remote dependent on arrangements thereafter.
The Corporate team has been together for around 20 years and offers full support through dedicated management, administration, and report writing functions, allowing advisers to focus on relationship management and client development.
Key Responsibilities- Provide a high‐quality, compliant financial planning service to both new and existing corporate clients
- Develop and maintain long‐term financial planning relationships with corporate clients and key decision‐makers
- Work closely with business owners and senior executives to understand their financial objectives, priorities, and constraints
- Prepare and deliver high‐quality reports and recommendations in line with the firm's advice standards and implement agreed client solutions
- Ensure clients remain compliant with relevant statutory requirements while identifying areas where financial planning can support staff recruitment, retention, and overall employee value
- Maintain a strong understanding of employer statutory obligations and the tax and practical implications of group benefit arrangements
- Present financial plans, recommendations, and projections clearly and effectively, ensuring clients understand the advice provided
- Conduct regular reviews of corporate financial plans and group schemes, updating recommendations as business circumstances and objectives evolve
- Maintain accurate and comprehensive client records in accordance with regulatory requirements and internal file quality standards
- Collaborate with accountants, tax advisers, and other professional connections to support client outcomes and generate new corporate planning opportunities
- Level 4 Diploma qualified as a minimum with a desire to progress to Chartered desirable
- Previous experience advising a large portfolio of corporate clients
- Strong understanding of employee benefits and workplace pensions
- Knowledge of investment planning within the corporate context, including business succession, shareholder planning, business continuity, key person planning, profit extraction and business exit strategies
- Excellent relationship management and communication skills
- Confident in presenting to and meeting with groups or individual staff
- Comfortable managing existing client relationships while developing new business opportunities
- Full UK driving licence preferred
Corporate Financial Planner in London employer: Service Care Solutions
Service Care Solutions is an exceptional employer, offering a supportive and collaborative work culture that prioritises employee growth and development. With the opportunity to inherit a substantial portfolio of clients and work alongside a dedicated team with over 20 years of experience, you will benefit from a flexible working environment and competitive remuneration, including bonuses. This role not only allows for meaningful engagement with corporate clients but also fosters professional advancement in the dynamic Greater London area.
StudySmarter Expert Advice🤫
We think this is how you could land Corporate Financial Planner in London
✨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 Service Care Solutions. 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 London
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 Service Care Solutions.
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 Service Care Solutions'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 Service Care Solutions
✨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 Service Care Solutions.
✨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 Service Care Solutions 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 Service Care Solutions 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.
