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This job expired on 29/09/2026. It no longer accepts applications.
Financial Planning Account Manager
mbf. · London
Job description
About the role
We are seeking a Financial Planning Account Manager to join our independent advisory practice in London. Working closely with a Financial Planning Director, you will deliver high‑quality financial planning services to clients in the media, arts and creative sectors.
Key responsibilities
- Collaborate with FP Directors to design and implement financial plans.
- Build and maintain strong relationships with niche‑market clients.
- Assist in the administration and monitoring of client funds and investments.
- Continuously develop professional financial planning expertise.
Required profile
- Professional, client‑focused attitude with a collaborative mindset.
- Interest in serving media, arts and creative industry clients.
- Commitment to personal development and career progression.
Required skills
What we offer
- Competitive salary £34,000‑£40,000 per year.
- Attractive bonus structure.
- 25 days annual leave plus public holidays.
- 5% pension match, private medical insurance and additional benefits.
- Hybrid working model – office Monday‑Thursday, remote Friday.
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mbf.
London
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