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. 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.
Partnerships Manager - 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, including generous holiday allowances and opportunities for professional growth, making it an excellent employer for those seeking meaningful and rewarding careers in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Partnerships Manager - 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 when you get that all-important interview call.
✨Tip Number 4
Apply through our website! We’ve got some fantastic roles waiting for you, and applying directly can sometimes give you an edge. Plus, it shows you're genuinely interested in joining our team!
We think you need these skills to ace Partnerships Manager - Account Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Partnerships Manager role. 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 passionate about this role and how your skills match what we're looking for. Be genuine and let your personality come through – we love to see that!
Showcase Your Relationship-Building Skills:Since this role involves building strong relationships with clients and stakeholders, make sure to include examples of how you've successfully done this in the past. We want to know how you connect with people and deliver tailored solutions.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team at StudySmarter!
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 about these areas, so being well-versed will show them you're the right fit for the role.
✨Showcase Your Relationship-Building Skills
Since this role involves building strong relationships with business owners and senior stakeholders, prepare examples from your past experiences where you've successfully developed and maintained client relationships. This will demonstrate your ability to connect with key decision-makers.
✨Be Ready for Compliance Questions
Given the importance of FCA and regulatory standards in this role, be prepared to discuss how you've ensured compliance in your previous positions. Highlight any specific instances where you navigated complex regulations or provided compliant financial advice.
✨Demonstrate Strategic Thinking
The role requires interpreting company accounts and providing strategic advice. Prepare to discuss how you've approached similar tasks in the past, focusing on your analytical skills and how you align financial solutions with clients' commercial objectives.
