At a Glance
- Tasks: Manage a portfolio of corporate clients and provide tailored financial planning advice.
- Company: Reputable independent wealth management firm with a supportive culture.
- Benefits: Competitive salary, flexible home-based work, generous holiday, and comprehensive benefits package.
- Other info: Clear transition plan and excellent long-term growth potential.
- Why this job: Inherit a high-quality client portfolio and make a real impact in financial planning.
- Qualifications: Experience in corporate financial planning and strong understanding of pensions and business strategies.
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 and 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 enjoy a comprehensive benefits package, including generous holiday allowances and a strong pension contribution, all while inheriting a well-established client portfolio. This role not only provides immediate income stability but also presents long-term career development opportunities in a dynamic and professional environment.
StudySmarter Expert Advice🤫
We think this is how you could land Partnership and Account Manager in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world 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 in the industry.
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your expertise in corporate financial planning. Engage with relevant content and connect with potential employers or clients to boost your visibility.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role of Partnership and Account Manager. Highlight your skills in building relationships and delivering tailored financial solutions that meet client needs.
✨Tip Number 4
Apply through our website! We’ve got some fantastic roles waiting for you, and applying directly gives you a better chance of standing out. Plus, it shows you’re genuinely interested in joining our team!
We think you need these skills to ace Partnership and 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 and 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 not only skilled but also compliant!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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 corporate financial planning. Be ready to discuss how you've successfully navigated these areas in the past, as this will show your expertise and confidence.
✨Build Rapport
Since this role involves building strong relationships with business owners and senior stakeholders, practice your interpersonal skills. Think about how you can connect with the interviewers by finding common ground or shared interests related to financial planning.
✨Showcase Your Strategic Thinking
Prepare examples that demonstrate your ability to interpret company accounts and provide strategic advice. Highlight specific instances where your insights led to successful outcomes for clients, as this will illustrate your value as a Corporate Financial Planner.
✨Understand Compliance
Familiarise yourself with FCA regulations and compliance standards relevant to the role. Be prepared to discuss how you ensure that your financial advice meets these standards, as this is crucial for maintaining trust and credibility with clients.
