Partner Office - Financial Planning Senior Manager

PwC UK; London; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Manager for their Financial Planning team. This role is pivotal in providing non-regulated financial guidance to partners, enhancing their understanding of financial options, pensions, and tax rules. You will engage in meaningful one-on-one meetings, present development programs, and collaborate with internal committees. The ideal candidate will have extensive experience in UK financial planning, strong communication skills, and a commitment to client service excellence. This position offers a dynamic environment where your expertise will significantly impact partner development and governance initiatives.

Benefits

private medical cover

24/7 access to a virtual GP

six volunteering days a year

flexible working arrangements

Qualifications

• Extensive experience in UK financial planning and tax issues.
• Formal accreditation in relevant financial areas is essential.

Responsibilities

• Conduct one-on-one meetings with partners to provide financial guidance.
• Collaborate on financial planning initiatives and manage governance.

Skills

UK financial planning

pensions

tax-efficient wrappers

investment strategies

communication skills

interpersonal skills

group facilitation skills

Education

formal professional accreditation

robust training in financial areas

Job description

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:

1. Conducting extensive one-on-one meetings with partners (and spouses, when requested), providing guidance and actionable follow-up.
2. Presenting on various Partner Development programs and workshops.
3. Providing expert advice to PwC partners on relevant offerings, fees, and audit independence positions.
4. 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:

1. You have extensive experience in UK financial planning, including pensions, tax-efficient wrappers, collective investments, and investment strategies.
2. You possess formal professional accreditation and robust training in relevant financial areas.
3. You are knowledgeable about UK personal tax issues, including income, capital gains, and inheritance tax.
4. You are skilled in distinguishing between non-regulated guidance and specific regulated advice while identifying and mitigating risks.
5. You are an effective communicator with strong interpersonal and group facilitation skills for handling sensitive matters with partners.
6. 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.