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, 25 days holiday, and comprehensive benefits package.
- Other info: Clear transition plan from retiring adviser with excellent 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. You should have the ability to interpret company accounts and provide strategic advice. A full UK driving licence is also 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
Account & Partnerships 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, 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 Account & Partnerships 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 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 Account & Partnerships Manager in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Account & Partnerships 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 compliance is key in this role, make sure to mention your understanding of FCA regulations and how you've ensured compliance in your previous roles. We love candidates who are detail-oriented and understand the importance of regulatory standards!
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. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at mbf
✨Know Your Numbers
As an Account & Partnerships 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
This role involves building long-term relationships with business owners and senior stakeholders. During the interview, showcase your interpersonal skills and give examples of how you've successfully collaborated with professional introducers like accountants or tax advisers in the past.
✨Showcase Compliance Knowledge
Understanding FCA and regulatory standards is crucial for this position. Prepare to discuss how you've ensured compliance in previous roles and be ready to explain your approach to keeping up with regulatory changes that affect corporate financial planning.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think about potential challenges you might face when advising clients on profit extraction strategies or succession planning, and prepare thoughtful responses that highlight your experience and strategic thinking.
