Financial Planner – Corporate Division | Workplace-Based Advice with Provided Client Bank
A unique opportunity has arisen for a Level 4 Diploma-qualified Financial Planner to provide holistic financial advice within the workplace. This role is ideal for an experienced Paraplanner or Junior Adviser looking to step into a client-facing role, or a Financial Planner seeking a new challenge in a corporate environment.
Salary Up to £55,000 + Bonus
The Opportunity
Established Client Base – Engage with employees (GPP members) from existing corporate
relationships, providing tailored financial planning support.
Workplace-Based Advice – Deliver guidance on pensions, investments, protection, and tax planning directly to employees, helping them make informed financial decisions.
Professional Growth – Access structured development and mentoring, with a clear pathway for career progression.
Collaborative Environment – Work alongside a specialist team, including investment, tax, and compliance experts.
Flexible & Supportive Culture – A dynamic working environment with a strong focus on personal and professional well-being.
The Role
The Financial Planner – Corporate Division will:
Provide holistic financial planning to employees within corporate relationships.
Offer tailored guidance on pensions, investments, tax planning, and protection to workplace scheme members.
Build strong relationships with employees, helping them understand and optimise their financial future.
Conduct workplace financial education sessions, increasing engagement with employer-sponsored benefits.
Work closely with internal specialists to ensure high-quality financial advice and compliance.
Who Should Apply?
Level 4 Diploma (CII/Chartered Insurance Institute or equivalent) qualified.
Some experience in financial planning, paraplanning, or wealth management is preferred.
A personable and client-focused approach, with excellent communication skills.
Confidence in delivering financial education and advice in a workplace setting.
A proactive mindset with a passion for helping individuals achieve their financial goals.
How to Apply
This is a fantastic opportunity for a Level 4-qualified professional to step into an advisory role with a ready-made client base and full support. Apply now to take the next step in your financial planning career.