Corporate Financial Planner


Corporate Financial Planner

Generous salary, bonus and wider benefits


  • Full time
  • Permanent
  • Hybrid working

Posted 1 week ago, 4 Jun | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: cfp03

Full Job Description

Corporate Financial Planner / Edinburgh / Permanent / Competitive reward structure



Due to continued success, our client is seeking an Edinburgh-based corporate financial planner to assist with developing its award-winning offering further.



Extremely client-focused, this secure and well-established wealth manager offers market-leading financial and employee benefits advice through its highly skilled and qualified financial planning team and latest software.



The client base is made up of a wide range of businesses and the successful candidate will inherit this work with an aim to develop the client-base further and be fully supported by an experienced and locally based admin and technical support function.



Key responsibilities


  • Offer an outstanding service to prospective and existing corporate clients;
  • Provide advice on corporate financial planning and employee benefits such as insurance and pension schemes;
  • Proactively keep up-to-date with new developments in the tax, legal and planning world;
  • In-depth reviews of clients' financial circumstances, current provision and future aims;
  • Complete risk analysis and design financial strategies.


The successful candidate


  • Possess over two years’ experience providing business financial advice (i.e. group risk/pension and/or employee benefits) and/or advising business owners (e.g. SIPP/SSAS in order to extract money from the business and building up their pension to purchase commercial property);
  • Chartered or Diploma qualified;
  • Inherently client focused;
  • Technically gifted with excellent analytical skills;
  • Superb communication and interpersonal skills with an engaging personality.


Please apply below or contact Scott Caldwell for further information – confidentiality assured.


Aspire is an equal opportunity company. We celebrate diversity and are committed to working with companies who share our values and create an inclusive environment for all employees