Corporate Client Account Adviser (DipPFS) NEW

Leeds, Yorkshire
Eppione Ltd

Eppione is hiring for a Corporate Client Account Adviser (DipPFS) role!

Location: Flexible Working (Ideally located in London/Essex)
Employment Type: Full-time
Reports to: COO

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. You will be giving regulated advice to employers and their employees.

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. You will also have strong knowledge of individual advice needs, with the ability to convert opportunities into regulated product sales.

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. The role is salary-based (subject to experience) with a performance-related bonus based on client retention, new business sales (both benefits and individual), and platform cross-sell.

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, organising and delivering financial wellbeing clinics and employee one-to-ones, and identifying cross-sell opportunities for financial advice.
• 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.

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. You 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 and financially regulated products – 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.

To apply, please email with your CV or fill out the form below.

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