Senior Corporate Financial Planner - Home-Based (London)

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

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.