Corporate Financial Planner

RGH Group; Greater London; Remote; GBP 60,000 - 70,000; Full time

Benefits offered by this job

Leave entitlement: 25 days + bank hols

6% employer pension contributions

Life assurance 4x salary

Private medical insurance

Employee Benefit Trust participation

Discretionary bonus

Job summary

RGH Group is seeking an experienced Corporate Financial Planner to join a well-established wealth management firm. This home-based role serves corporate clients across the Greater London area, supported by a national team.

You will design and implement workplace and business benefit strategies for owner-managed businesses. Responsibilities include pension schemes, employee benefits, profit extraction, and business exit planning, with travel to meet clients regularly across Greater London.

Qualifications

• Level 4 qualified financial planner (CII or equivalent).
• Strong track record advising corporate or business clients.
• Knowledge of workplace pensions and employee benefits.

Responsibilities

• Deliver high-quality financial planning to corporate clients in Greater London.
• Build long-term relationships with business owners and senior executives.
• Prepare and present clear financial plans and recommendations.

Skills

Consultative approach

Relationship management

Clear financial explanations

Attention to detail

Education

CII Level 4 Financial Planner

Job description

Home Based | Greater London Client Base | £60,000 – £70,000

The Opportunity

We are recruiting an experienced Corporate Financial Planner to join a well-established wealth management firm. This is a home-based role serving corporate clients across the Greater London area, with the support of a wider national team. The firm offers a comprehensive financial planning service to private clients, businesses, and their owners. With a strong reputation built on tailored, client-focused advice, this is an excellent platform for an ambitious adviser looking to make a real impact in the corporate space.

The Role

As a Corporate Financial Planner, you will take ownership of a portfolio of corporate clients, providing expert advice across the full range of workplace and business financial planning disciplines. You will work closely with business owners, senior executives, and key decision‑makers, helping them to navigate their obligations and maximise the value of their employee and business benefit strategies.

• Workplace pension schemes and auto‑enrolment compliance
• Employee benefit design, implementation, and review
• Business protection — key person, shareholder, and business continuity planning
• Profit extraction strategies and business exit planning
• Business succession and ownership transition

Key Responsibilities

• Deliver a high‑quality, compliant financial planning service to new and existing corporate clients across Greater London.
• Build and maintain strong long‑term relationships with business owners and senior executives, understanding their financial goals, priorities, and constraints.
• Prepare and present clear, well‑structured financial plans and recommendations that meet the firm’s advice standards.
• Ensure clients meet their regulatory obligations as employers, identifying opportunities to add value through improved employee benefit provision.
• Conduct regular reviews of corporate schemes and plans, keeping recommendations aligned with evolving business needs.
• Collaborate with accountants, tax advisers, and other professional connections to deliver joined‑up client outcomes and generate new business opportunities.
• Work collaboratively with colleagues across the corporate team, agreeing responsibilities, timelines, and project deliverables.
• Maintain accurate and compliant client records in line with regulatory requirements and internal quality standards.
• Operate within the regulatory frameworks set by the FCA and The Pensions Regulator at all times.
• Agree personal performance targets and work proactively to achieve them.

About You

Essential Qualifications & Experience

• Level 4 qualified financial planner (CII or equivalent) — fully qualified.
• Minimum three years’ recent experience advising corporate or business clients (within the last three years is essential).
• Demonstrable track record in a financial advisory role with commercial or business clients.
• Strong working knowledge of workplace pensions, group risk, and employee benefits.
• Ability to interpret business accounts and apply insights to financial planning recommendations.
• Experience preparing and delivering formal financial planning reports and presentations.
• Full, clean driving licence required.

Skills & Competencies

• A genuinely consultative approach — focused on understanding employer needs, regulatory responsibilities, and staff wellbeing.
• Strong relationship management skills, with the ability to engage credibly with directors and senior stakeholders.
• Skilled at translating complex financial concepts into clear, practical advice.
• Knowledge of business succession, shareholder planning, key person planning, profit extraction, and exit strategies.
• Confident presenting to groups and individuals at all levels of seniority.
• Meticulous attention to detail in documentation and file management.
• Ability to identify cross‑referral opportunities to private client colleagues where appropriate.

Personal Attributes

• High standards of professionalism and integrity.
• Respectful and inclusive in dealings with clients and colleagues.
• Self‑motivated and able to manage a home‑based working pattern effectively.
• Committed to ongoing professional development and maintaining competence.

Remuneration & Benefits

Salary: £60,000 – £70,000 depending on experience

• 25 days annual leave plus bank holidays, with the option to purchase up to 5 additional days per year.
• Employer pension contributions of 6%.
• Life assurance at 4x salary from day one.
• Private medical insurance (subject to successful completion of probationary period).
• Participation in an Employee Benefit Trust, allocating a percentage of the B‑share pool (at Board discretion, post‑probation).
• Discretionary bonus scheme (post‑probation).

This is a home‑based role. The successful candidate will be expected to travel regularly to meet clients across Greater London.