Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Guide PwC partners in financial planning, cash flow models, and pension rules.
- Company: Join PwC, a leading professional services firm known for its commitment to excellence.
- Benefits: Enjoy flexible working, private medical cover, and six volunteering days annually.
- Why this job: Make a real impact by supporting partners and enhancing service efficiency through technology.
- Qualifications: Extensive UK financial planning experience and formal professional accreditation required.
- Other info: Collaborate with a dynamic team and develop your skills in a supportive environment.
The predicted salary is between 54000 - 84000 £ per year.
About the role: The Partner Office's Financial Planning team supports PwC partners with financial planning guidance, not regulated advice. Their services include assisting partners in navigating financial planning options, creating cash flow models, and understanding pension and tax rules. They also communicate available benefits, liaise with external advisers, manage PwC's Partner Self-Invested Personal Pension (SIPP), and ensure audit independence compliance. The team aids families of deceased partners during probate and enhances service efficiency through technology. Reporting to the Director of Tax and Financial Planning, the Senior Manager (SM) plays a crucial role in governance and partner development initiatives, including events for former partners.
What your days will look like: Conducting extensive one-on-one meetings with partners (and spouses, when requested), providing guidance and actionable follow-up. Presenting on various Partner Development programs and workshops. Providing expert advice to PwC partners on relevant offerings, fees, and audit independence positions. Collaborating with internal committees on financial planning initiatives, training junior team members, and managing budgeting and financial governance code.
This role is for you if:
- You have extensive experience in UK financial planning, including pensions, tax-efficient wrappers, collective investments, and investment strategies.
- You possess formal professional accreditation and robust training in relevant financial areas.
- You are knowledgeable about UK personal tax issues, including income, capital gains, and inheritance tax.
- You are skilled in distinguishing between non-regulated guidance and specific regulated advice while identifying and mitigating risks.
- You are an effective communicator with strong interpersonal and group facilitation skills for handling sensitive matters with partners.
- You are a collaborative team player focused on client service excellence and adept at navigating complex organizational dynamics.
What you'll receive from us: No matter where you may be in your career or personal life, our benefits are designed to add value and support, recognizing and rewarding you fairly for your contributions. We offer a range of benefits including empowered flexibility and a working week split between office, home, and client site; private medical cover and 24/7 access to a qualified virtual GP; six volunteering days a year and much more.
Partner Office - Financial Planning Senior Manager employer: PwC UK
Contact Detail:
PwC UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Partner Office - Financial Planning Senior Manager
✨Tip Number 1
Network with professionals in the financial planning sector, especially those who have experience working with PwC or similar firms. Attend industry events and seminars to connect with potential colleagues and gain insights into the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in UK financial planning, particularly around pensions and tax-efficient strategies. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in a rapidly evolving field.
✨Tip Number 3
Prepare to discuss your experience in managing sensitive financial matters and how you've successfully navigated complex organisational dynamics in previous roles. Be ready to share specific examples that highlight your interpersonal skills and client service excellence.
✨Tip Number 4
Research PwC's Partner Office and understand their approach to financial planning. Tailor your conversations to reflect their values and how you can contribute to their goals, especially in governance and partner development initiatives.
We think you need these skills to ace Partner Office - Financial Planning Senior Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your extensive experience in UK financial planning, particularly in areas like pensions and tax-efficient wrappers. Use specific examples that demonstrate your expertise and how it aligns with the role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial planning and your understanding of the unique needs of PwC partners. Mention your formal professional accreditation and how your skills can contribute to the Partner Office's goals.
Showcase Communication Skills: Since effective communication is key for this role, provide examples in your application that demonstrate your interpersonal skills and ability to handle sensitive matters. Consider including anecdotes from past experiences where you successfully facilitated discussions.
Highlight Team Collaboration: Emphasise your experience as a collaborative team player. Discuss instances where you've worked with internal committees or trained junior team members, showcasing your ability to navigate complex organisational dynamics.
How to prepare for a job interview at PwC UK
✨Showcase Your Financial Expertise
Make sure to highlight your extensive experience in UK financial planning during the interview. Be prepared to discuss specific areas such as pensions, tax-efficient wrappers, and investment strategies, as these are crucial for the role.
✨Demonstrate Communication Skills
Since the role involves one-on-one meetings with partners, it's essential to showcase your effective communication skills. Practice explaining complex financial concepts in a clear and concise manner, as well as your ability to handle sensitive matters with professionalism.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your ability to navigate complex financial situations. Think of examples from your past experiences where you successfully provided guidance or resolved issues, particularly in relation to audit independence and compliance.
✨Emphasise Team Collaboration
As a collaborative team player, be ready to discuss how you've worked with others in previous roles. Highlight any experiences where you trained junior team members or collaborated on financial planning initiatives, as this will demonstrate your fit within the team dynamic.
