At a Glance
- Tasks: Manage a portfolio of corporate clients and provide tailored financial planning advice.
- Company: Independent wealth management firm with a strong reputation.
- Benefits: Flexible home-based work, generous holiday, pension contributions, and private medical insurance.
- Other info: Supportive environment with a clear transition plan from retiring adviser.
- Why this job: Inherit a high-quality client portfolio and enjoy immediate income stability with growth potential.
- Qualifications: Experience in corporate financial planning and strong understanding of pensions and business planning.
The predicted salary is between 60000 - 130000 € per year.
An excellent opportunity has arisen for an experienced Corporate Financial Planner to join a highly regarded, independent wealth management firm.
This role offers immediate responsibility for a well-established, high-quality client portfolio of circa 300 corporate clients, with the current adviser retiring within the next 12 months. The role is primarily home-based, with most client interaction conducted via video, alongside some travel where required.
You will provide specialist corporate financial planning advice, primarily focused on:
- Workplace pensions and employee benefit schemes
- Supporting employers with regulatory requirements and compliance
- Business protection, succession, and exit planning
- Profit extraction strategies and key person planning
You will build strong relationships with business owners and senior stakeholders, delivering tailored financial solutions aligned to their commercial objectives.
- Deliver high-quality, compliant financial planning advice
- Conduct regular client reviews and adapt strategies as business needs evolve
- Build long-term relationships with key decision-makers
- Collaborate with professional introducers (accountants, tax advisers, etc.)
- Ensure all advice meets FCA and regulatory standards
Proven experience in corporate financial planning or employee benefits is required, along with a strong understanding of pensions, group schemes, and business planning. The ability to interpret company accounts and provide strategic advice is essential. A full UK driving licence is required.
This is a rare opportunity to inherit a high-quality, well-maintained client portfolio within a supportive and professional environment. The role offers both immediate income stability and long-term growth potential, making it ideal for an experienced adviser looking to step into a ready-made book while still having scope to develop further.
Comprehensive benefits package including:
- 25 days holiday + bank holidays (option to buy more)
- Employer pension contribution (6%)
- Life cover (4x salary)
- Private medical insurance
- Discretionary bonus scheme
Partnership Account Manager Partnership Account Manager in City of London employer: mbf
Join a highly regarded independent wealth management firm that prioritises employee growth and offers a supportive work culture. With the flexibility of home-based work, you will inherit a well-established client portfolio while enjoying a comprehensive benefits package, including generous holiday allowances and a strong pension contribution. This role not only provides immediate income stability but also presents long-term growth opportunities in a professional environment dedicated to delivering tailored financial solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Partnership Account Manager Partnership Account Manager in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at a company you're interested in.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and think about how your experience aligns with their needs. Practise common interview questions and be ready to showcase your expertise in corporate financial planning.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to show your genuine interest in the role.
✨Tip Number 4
Don't forget to apply through our website! We’ve got some fantastic roles that could be perfect for you. Plus, applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Partnership Account Manager Partnership Account Manager in City of London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Partnership Account Manager. Highlight your experience in corporate financial planning and any relevant skills that align with the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for this role. Share specific examples of how you've built relationships with clients and delivered tailored financial solutions in the past.
Showcase Your Compliance Knowledge:Since this role involves ensuring all advice meets FCA and regulatory standards, make sure to mention your understanding of these requirements. We love candidates who are up-to-date with compliance and can navigate the regulatory landscape effortlessly.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, we can't wait to hear from you!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your knowledge of workplace pensions, employee benefit schemes, and business protection strategies. The interviewers will likely ask you about these areas, so being well-versed will show them you're the right fit for their corporate financial planning needs.
✨Showcase Your Relationship-Building Skills
Since this role involves building strong relationships with business owners and senior stakeholders, prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to adapt strategies based on evolving business needs.
✨Understand Compliance Inside Out
Familiarise yourself with FCA regulations and compliance standards relevant to financial planning. Be ready to discuss how you ensure that your advice meets these standards, as this is crucial for maintaining the firm's reputation and client trust.
✨Prepare Questions
Think of insightful questions to ask during the interview. This could be about the transition plan from the retiring adviser or how they support their advisers in maintaining client relationships. It shows your genuine interest in the role and helps you assess if it's the right fit for you.
