At a Glance
- Tasks: Provide expert financial planning advice to corporate clients and build strong relationships.
- Company: Reputable independent wealth management firm with a focus on client success.
- Benefits: Competitive salary, flexible home-based work, 25 days holiday, and comprehensive benefits package.
- Other info: Clear transition plan from retiring adviser and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real impact on businesses' financial futures.
- 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.
Clear transition plan from retiring adviser. Home-based flexibility with autonomy. Comprehensive benefits package including 25 days holiday.
Partnership Account Manager Partnership Account Manager employer: mbf
Join a highly regarded independent wealth management firm that values its employees and fosters a supportive work culture. With a clear transition plan from a retiring adviser, you will enjoy the flexibility of home-based work while managing a diverse portfolio of corporate clients. The company offers a comprehensive benefits package, opportunities for professional growth, and a collaborative environment that encourages building long-term relationships with key stakeholders.
StudySmarter Expert Advice🤫
We think this is how you could land Partnership Account Manager Partnership Account Manager
✨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 refer you to someone looking for a Partnership Account Manager.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your experience aligns with their needs. Practise answering common interview questions, especially around corporate financial planning and client relationship management.
✨Tip Number 3
Showcase your expertise! During interviews, share specific examples of how you've successfully managed client portfolios or navigated complex financial planning scenarios. This will demonstrate your value and help you stand out from the crowd.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of exciting 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
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Partnership Account Manager role. Highlight your experience in corporate financial planning and any relevant skills that match 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 passionate about this role and how your background aligns with our needs. Be genuine and let your personality come through – we love to see the real you!
Showcase Your Achievements:When detailing your experience, focus on specific achievements rather than just duties. Use numbers and examples to illustrate how you've successfully managed client portfolios or improved processes. We appreciate results-driven candidates!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
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 to explain how you would approach specific client scenarios, so being well-versed in these areas will show them you're the right fit.
✨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 and demonstrate your ability to engage with clients effectively. A friendly, approachable attitude goes a long way!
✨Showcase Your Experience
Prepare examples from your past roles that highlight your experience in corporate financial planning. Be ready to discuss how you've successfully managed client portfolios and adapted strategies based on evolving business needs. Specific success stories will help you stand out.
✨Understand Compliance
Familiarise yourself with FCA regulations and compliance standards relevant to the role. Being able to discuss how you ensure that your advice meets these standards will demonstrate your professionalism and commitment to high-quality financial planning.
