Financial Adviser – Corporate Clients

Eppione; Greater London; On-site; GBP 35,000 - 50,000; Full time

Job summary

Eppione is seeking a Financial Adviser to join their Corporate Advisory team. This role offers a vibrant environment for proactive individuals to manage corporate client accounts and deliver essential financial advice. Candidates should possess a Level 4 Diploma and 2-4 years of experience in financial planning, with ambition to thrive in a tech-enabled business.

Benefits

Ongoing professional development

Flexible home-based arrangements

Qualifications

• Qualified (or pursuing) to give regulated financial advice in the UK.
• 2-4 years' experience in the financial advisory field.
• Organised and able to manage multiple clients’ needs efficiently.

Responsibilities

• Build a new book of employee benefits business.
• Deliver regulated advice to clients on pensions and protection.
• Support scheme renewals and onboarding across a portfolio.

Skills

Sales-oriented

Tech-savvy

Excellent communication skills

Strong understanding of UK employee benefits

Education

Level 4 Diploma in Financial Planning

Job description

Financial Adviser – Corporate Clients

1 day ago Be among the first 25 applicants

Please note: This is a regulated financial adviser role. Only applicants with (or actively pursuing) a minimum Level 4 Diploma in Financial Planning (or equivalent) will be considered.

About Eppione:

At Eppione, we’re redefining how businesses manage their employee benefits. With our cutting-edge platform and personal advisory support, we help employers streamline benefit provision and empower employees to make informed choices. We support businesses across the UK and internationally, with a strong focus on client service, technology, and compliance.

The Role:

We’re looking for a proactive, personable, and sales-oriented Adviser to join our growing Corporate Advisory team. You’ll play a key role in supporting our corporate clients and their employees, delivering exceptional advice and identifying opportunities to enhance benefit offerings. This is an exciting opportunity for someone hungry to succeed early in their advisory career, eager to work in a forward-thinking, tech-enabled business where ambition and initiative are rewarded.

Key Responsibilities:

• With the support of our marketing and wider sales team, to build a new book of employee benefits business.
• Proactively promote and sell Eppione’s technology platform to enhance the client experience and streamline administration.
• Take over an existing book of corporate clients, managing client accounts and benefit schemes.
• Deliver regulated advice to employees of corporate clients where appropriate (e.g. pensions, protection).
• Support scheme renewals, onboarding, and reporting across a portfolio of SME and mid-market clients.
• Identify upsell and cross-sell opportunities within the client base and work collaboratively to develop and present proposals.
• Deliver clear, engaging communications to clients to help them understand and maximise their benefits.
• Maintain accurate records and ensure all advice and support is delivered in line with FCA compliance standards.
• Attend occasional in-person meetings with clients or the team.
• You will be reporting to the COO of Eppione.

About You:

• Qualified (or on the way to being qualified) to give regulated financial advice in the UK (minimum Level 4 Diploma in Financial Planning or equivalent) with 2-4 years' experience in the field.This role is for a regulated position, so these qualifications are essential.
• Ambitious, hungry to succeed, and keen to develop your career within a growing business.Y ou want to be part of a company that is delivering next generation, disruptive technology within the fin services space while utilising your financial planning qualifications.
• Tech-savvy and comfortable working in a digital-first environment.
• Strong understanding of UK employee benefits – especially pensions, protection, and health benefits.
• Sales-oriented mindset with a drive to spot and seize commercial opportunities.
• Organised, proactive, and able to manage multiple clients’ needs efficiently.
• Excellent written and verbal communication skills – confident in dealing with both employers and employees.
• Based in the UK, ideally within reach of London or Essex.

Why Join Eppione?

• Be highly rewarded for exceptional performance in the area of sales and customer satisfaction.
• Be part of a fast-growing, digital-first company that’s changing the way benefits are delivered.
• Work with a friendly, collaborative team passionate about people, technology, and client service.
• Flexible home-based role with regular opportunities for in-person collaboration.
• Ongoing professional development and support to accelerate your career in financial advice and employee benefits.
• An environment where your ambition, creativity, and initiative will be recognised and rewarded.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  IT Services and IT Consulting

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