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 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
Partnerships Manager - Account 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, while inheriting a well-established client portfolio that allows for immediate income stability and long-term career development.
StudySmarter Expert Advice🤫
We think this is how you could land Partnerships Manager - Account 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 shows your enthusiasm and commitment to joining our team.
We think you need these skills to ace Partnerships Manager - Account Manager in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Partnerships Manager. Highlight your experience in corporate financial planning and any relevant achievements 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 strong 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’re looking for someone who can navigate the complexities of compliance with ease!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on our radar quickly. Don’t miss out on this fantastic opportunity!
How to prepare for a job interview at mbf
✨Know Your Numbers
Make sure you brush up on your understanding of workplace pensions, employee benefit schemes, and business planning. Be ready to discuss specific examples from your past experience where you've successfully implemented these strategies for clients.
✨Build Rapport with Stakeholders
Since this role involves building relationships with business owners and senior stakeholders, practice how you'll establish rapport quickly. Think about questions you can ask that show genuine interest in their business and how you can help them achieve their financial goals.
✨Demonstrate Compliance Knowledge
Familiarise yourself with FCA regulations and compliance standards relevant to corporate financial planning. Be prepared to discuss how you ensure that your advice meets these standards and share any experiences where you navigated complex regulatory requirements.
✨Showcase Your Strategic Thinking
Prepare to talk about how you interpret company accounts and provide strategic advice. Have a couple of scenarios ready where you adapted financial strategies based on evolving business needs, highlighting your ability to think critically and adaptively.
