At a Glance
- Tasks: Lead and develop a team to build strategic partnerships in financial services.
- Company: Join Kinherit, a fast-growing fintech with a strong reputation in estate planning.
- Benefits: Performance bonuses, EMI share options, generous holiday, and professional development funding.
- Other info: Clear pathway to Director level and equity opportunities await.
- Why this job: Seize the chance to drive growth and make a real impact in the financial sector.
- Qualifications: 5+ years in partnership or account management, with strong knowledge of the IFA market.
The predicted salary is between 70000 - 90000 £ per year.
We’re hiring the leader who will convert one of financial services’ biggest regulatory tailwinds into commercial reality. Consumer Duty has made the estate planning gap in advised client books a live, evidenced foreseeable-harm problem for every IFA in the UK. Most advisers now know they need a specialist partner they can refer to with confidence. Few have found one.
Kinherit is a STEP Platinum Employer Partner and Consumer Duty Alliance Affiliate, working with over 4,000 IFAs - including six of the UK’s top 20 adviser networks. Every Kinherit plan is built by a STEP-qualified estate planner and completed through our sister company’s legal-tech platform - itself a fast-growth fintech with relationships across financial services and retail banking.
Within our existing network there is enough headroom to grow revenue three-fold, and the addressable network beyond that is at least twice as large again. The Head of Partner Relationships owns capturing that opportunity.
You’ll inherit a team of five direct reports from day one, with a sixth currently being recruited. There is a clear pathway to Director level, and real equity upside through our EMI share option scheme.
The role
You’ll own the partner channel end to end - strategy, execution and team performance. In the early months, you’ll lead from the front: working alongside your team on partner calls and account activity to build credibility before driving strategic change.
Your focus will be:
- Leading and developing a growing team of Relationship Managers, Business Support and Kinvault Support Specialists
- Identifying, pitching and onboarding IFA, wealth management and professional referral partners
- Owning the sales pipeline, KPIs and commercial targets
- Co-ordinating marketing activity across traditional, exhibition and digital channels
- Recruiting and retaining talent as the channel grows
- As a member of the Senior Management Team, reporting performance directly to the Managing Directors
What we need from you
- 5+ years in a senior partnership, BD or account management role in Financial Services or a related field
- 3+ years managing quota-carrying sales or relationship management teams
- Deep knowledge of the IFA and wealth management market
- Experience in both cold outreach and account development
- A solid grasp of B2B2C sales strategy and pipeline management
- Working knowledge of Consumer Duty and FCA distribution rules in an intermediary context
- The ability to walk in, build a plan, and execute with minimal hand-holding
- Knowledge of the Will-writing or estate planning sector, and an existing IFA network, would be a real advantage.
What’s on offer
- Performance-related bonus scheme
- EMI share options, available on achievement of agreed performance markers
- Clear pathway to Director level
- 25 days holiday plus 24 & 31 December and bank holidays
- Pension, critical illness, income protection and death in service
- Complimentary Will and End-of-Life planning + 30% family discount
- Funded professional development
To apply
Send your CV and a brief covering note to: hr@kinherit.co.uk. We review applications on a rolling basis and may close the role early if the right candidate is found.
Head of Partner Relationships in Bristol employer: Kinherit
Kinherit is an exceptional employer, offering a dynamic work environment where innovation meets opportunity in the financial services sector. With a clear pathway to Director level and attractive benefits such as EMI share options and a performance-related bonus scheme, employees are empowered to grow both personally and professionally. Located at the heart of the UK's financial landscape, Kinherit fosters a collaborative culture that values expertise and encourages meaningful contributions to the estate planning industry.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Partner Relationships in Bristol
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Kinherit. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Head of Partner Relationships in Bristol
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Kinherit.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Kinherit's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Kinherit
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Kinherit.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Kinherit will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Kinherit employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
