At a Glance
- Tasks: Manage a portfolio of corporate clients and provide tailored financial planning advice.
- Company: Reputable independent wealth management firm with a strong client focus.
- Benefits: Competitive salary, flexible home-based work, and comprehensive benefits package.
- Other info: Enjoy autonomy and a clear transition plan from a retiring adviser.
- Why this job: Join a dynamic team and make a real impact on businesses' financial success.
- 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 required.
Clear transition plan from retiring adviser. Home-based flexibility with autonomy. Comprehensive benefits package including: 25 days holiday.
Partnership and 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 and Account Manager
✨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 at a firm you're interested in.
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your skills in corporate financial planning. Join relevant groups and engage with posts to get noticed by potential employers.
✨Tip Number 3
Practice your pitch! Prepare a short, compelling summary of your experience and what you bring to the table. This will come in handy during networking events or casual chats with industry professionals.
✨Tip Number 4
Don't forget to check our website regularly! We often post new roles that might be perfect for you. Applying directly through us can give you an edge, as we love to see candidates who are proactive about their job search.
We think you need these skills to ace Partnership and Account Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Partnership and 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 that!
Showcase Your Achievements:When detailing your experience, focus on specific achievements that demonstrate your expertise in financial planning and client management. Numbers and results speak volumes, so don’t be shy about sharing your successes!
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 specific questions about these areas, so being well-prepared will show that you're serious about the role.
✨Showcase Your Relationship-Building Skills
Since this role involves building strong relationships with business owners and senior stakeholders, be ready to share examples from your past experiences. Think of times when you successfully managed client relationships or collaborated with professional introducers, as this will highlight your interpersonal skills.
✨Understand the Regulatory Landscape
Familiarise yourself with FCA regulations and compliance requirements relevant to corporate financial planning. Being able to discuss how you ensure compliance in your advice will demonstrate your professionalism and understanding of the industry standards.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about the firm's approach to client management and how they support their advisers. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
