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 from retiring adviser and opportunity for professional development.
- 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. You should have the ability to interpret company accounts and provide strategic advice. A full UK driving licence is also required.
This role offers a clear transition plan from the retiring adviser, home-based flexibility with autonomy, and a 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
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.
Account Manager/Partnership Manager in 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, a comprehensive benefits package, and the opportunity to inherit a well-established client portfolio, this role is perfect for those seeking meaningful and rewarding employment in corporate financial planning. Enjoy a collaborative environment where you can build long-term relationships with clients while receiving the autonomy to develop your career further.
StudySmarter Expert Advice🤫
We think this is how you could land Account Manager/Partnership Manager in 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 be able to 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 have some examples ready that showcase your skills 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 you were engaged and are genuinely interested in the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of great roles waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Account Manager/Partnership Manager in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Account Manager/Partnership 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 compliance in your application. We love candidates who are up-to-date with regulations and can navigate them smoothly.
Apply Through Our Website:We encourage you to apply through our website for a seamless 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 Numbers
As an Account Manager or Partnership Manager, you'll need to demonstrate a strong understanding of financial planning. Brush up on key metrics related to workplace pensions and employee benefit schemes. Be ready to discuss how you can interpret company accounts and provide strategic advice tailored to clients' needs.
✨Build Rapport with Stakeholders
Since this role involves building relationships with business owners and senior stakeholders, practice your interpersonal skills. Think about how you can establish trust quickly, perhaps by sharing relevant experiences or insights that align with their commercial objectives.
✨Showcase Compliance Knowledge
Familiarise yourself with FCA and regulatory standards as they pertain to corporate financial planning. Be prepared to discuss how you ensure all advice meets these standards, and share examples of how you've navigated compliance in past roles.
✨Prepare for Client Scenarios
Anticipate questions about how you would handle specific client scenarios, such as succession planning or profit extraction strategies. Prepare structured responses that highlight your problem-solving skills and ability to adapt strategies as business needs evolve.
