financial advisor jobs
Financial Adviser
Often replies in 3 daysAdviser Services Holdings LimitedRemote- Company pension
- Use cashflow modelling and other financial planning tools to help clients understand their financial position, choices and potential future outcomes.
View similar jobs with this employerRecruit UKLondon EC1A 7DH- Gym membership
- Company pension
- Private medical insurance
- Work from home
- Clear opportunity to develop your financial planning career within a successful and supportive business.
- Managing annual client reviews from start to finish.
View similar jobs with this employerRecruit UKLondon EC3A- Annual leave
- Life insurance
- Private dental insurance
- Company pension
- Paid volunteer time
- Private medical insurance
- Exposure to client meetings, financial planning and technical research.
- Experience within an IFA, wealth management or financial planning environment.
- Jane Deane Recruitment LimitedBlackburn
- Financial planning services
- Sick pay
- Life insurance
- Free parking
- Company pension
- Private medical insurance
- Helping to deliver employee pension workshops and financial wellbeing presentations.
- As well as a keen interest in financial planning, you should be:
- Recruit UKLondon
- Company pension
- Private medical insurance
- Work from home
- On-site parking
- As a financial planning administrator, you will manage all aspects of financial services administration, including processing letters of authority, preparing…
View similar jobs with this employerForvis Mazars LLPSutton- Holds strong financial planning experience.
- Provide appropriate financial planning advice to Forvis Mazars LLP and externally referred clients.
- Help drive business growth by managing client relationships.
- Ensure we meet the highest quality and risk management standards.
- Two days in the office.
- Capio RecruitmentBirmingham
- Referral programme
- Financial planning services
- Life insurance
- Company pension
- Private medical insurance
- Company events
- Substantial client-facing experience advising high-net-worth individuals within an established wealth management or financial planning firm.
- Capio RecruitmentBirmingham
- Referral programme
- Financial planning services
- Life insurance
- Company pension
- Private medical insurance
- Company events
- Substantial client-facing experience advising high-net-worth individuals within an established wealth management or financial planning firm.
- Capio RecruitmentSwindon
- Financial planning services
- Life insurance
- Company pension
- On-site gym
- Private medical insurance
- Work from home
- Deliver holistic financial planning advice across pensions, investments & protection.
- Inherited Clients + Qualified Leads + Bonus | Wealth Adviser |.
- NJR RecruitmentManchester
- NJR Recruitment are looking to hire an experienced financial advisor to work for an established and highly regarded financial planning and wealth management…
Independent Financial Adviser
Often replies in 3 daysSwarm RecruitmentChatham ME4 4LL- Financial planning services
- Employee discount
- Free parking
- Additional leave
- Company pension
- On-site parking
- Conduct regular financial reviews with clients.
- This is an excellent opportunity for an adviser who enjoys building long-term client relationships and would…
Paraplanner - Progression to Financial Adviser
Often replies in 3 daysVertis Private Wealth Management LimitedKidderminster DY10 1JF- Annual leave
- Life insurance
- Free parking
- Company pension
- On-site parking
- Previous experience working within a financial advice or financial planning environment, ideally in a paraplanning or closely related technical support role.
- Creative Financial Management LtdLeeds LS12 6AJ
- Free parking
- Company pension
- Company events
- On-site parking
- Work from home
- Assess clients’ financial situations by analysing income, expenses, investments, and liabilities to develop personalised financial plans.
- Antony George RecruitmentGoring by Sea
- Company pension
- 2+ years’ experience in a financial planning / IFA admin role.
- Flexible working (minimum 4 days, compressed hours considered).
- What you’ll be doing*.
View similar jobs with this employerEYNewcastle upon Tyne NE1- Employee discount
- We have excellent opportunities for experienced Financial Crime professionals to join our Newcastle team on either fixed-term contracts of 3 or 6 months.
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Key Account Manager
Key Account Manager
Job details
Full job description
At CtrlPrint, our vision is to simplify corporate reporting worldwide. With offices in Helsinki, Sydney, Stockholm, and London, we are a truly international company, trusted by 1,000+ clients to secure their most critical documents.
As a top-performing SaaS company (recognized as a Gazelle company in 2023 and 2024), CtrlPrint offers a dynamic, high-energy workplace where you can make a real impact. If you thrive in an environment that combines the best of a scalable business and a startup mindset, this is the place for you.
The Role
As a Key Account Manager (KAM) at CtrlPrint, you are responsible for managing and developing relationships with CtrlPrint’s most important customers — both agencies and corporate/in-house clients.
You act as a strategic partner and trusted advisor, ensuring long-term success and mutual growth.
You will drive business outcomes through strategic account planning, commercial negotiations, and executive stakeholder management. This is a senior, relationship-driven, and commercially focused role — ideal for someone who thrives on building partnerships, managing complex organizations, and aligning CtrlPrint’s value with our customers’ evolving business goals.
Key Responsibilities
1. Strategic Relationship Management
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Serve as the primary contact for a portfolio of CtrlPrint’s largest and most strategic accounts.
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Build deep, trust-based relationships with senior decision-makers and key stakeholders across creative, marketing, and corporate functions.
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Develop and execute long-term account plans that align CtrlPrint’s capabilities with the customer’s business priorities.
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Lead Executive Business Reviews to evaluate performance, ROI, and new partnership opportunities.
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Collaborate with internal teams to ensure world-class delivery and service consistency across all touchpoints.
2. Commercial & Strategic Growth
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Own the commercial strategy for each key account, including renewals, expansions, invoicing and pricing negotiations.
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Lead contract discussions and complex renewals, ensuring alignment between customer value and commercial outcomes.
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Identify opportunities for growth, such as expanded platform usage, international rollouts, or cross-department adoption.
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Forecast revenue accurately and manage financial performance for each key account.
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Partner with Marketing and Product teams to co-create strategic initiatives that strengthen long-term relationships (e.g., joint events, user panels, or case studies).
Segment Focus
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Agency and other strategic partners
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Act as a strategic partner to top-tier design and communications agencies, as well as other strategic partners, that manage multiple end-clients.
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Support partners in maximizing their use of the CtrlPrint platform across their portfolio — ensuring scalability, efficiency, and client satisfaction.
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Provide market insights and best practices that help agencies differentiate their offerings and win new business using CtrlPrint.
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Collaborate closely with Customer Success Managers and Business Development Managers to ensure smooth delivery and platform adoption across agency/partnership teams.
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Corporate / In-House Clients
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Build strategic relationships with communications, finance, and sustainability teams within large corporations.
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Understand their internal reporting and publication processes to help them streamline workflows with CtrlPrint.
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Support global rollout strategies, ensuring consistent adoption and governance across multiple departments and markets.
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Lead quarterly and annual business reviews with senior stakeholders, aligning CtrlPrint’s roadmap with the client’s long-term objectives.
Cross-Functional Collaboration
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Partner closely with Customer Success Managers (CSMs) to ensure day-to-day account health, user satisfaction, and proactive risk management.
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Collaborate with Business Development to identify new opportunities within existing enterprise or agency networks.
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Provide structured feedback to Product and Development teams to support innovation based on strategic customer needs.
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Coordinate with Marketing and Leadership to enhance customer engagement, brand advocacy, and market visibility.
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Work cross-functionally to ensure agencies receive necessary onboarding and support when working on large or high-profile projects.
Who You Are
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A seasoned relationship builder and commercial strategist with experience managing enterprise-level or multi-stakeholder accounts.
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Skilled in negotiation, strategic planning, and stakeholder management at executive level.
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Comfortable navigating complex organizations and aligning multiple internal and external priorities.
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Data-driven and analytical, able to balance commercial outcomes with customer satisfaction.
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Confident presenting to C-level audiences and facilitating strategic discussions.
Qualifications
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5+ years of experience in Key Account Management, Enterprise Sales, or Strategic Partnership roles, ideally within a SaaS or technology business.
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Proven success managing high-value accounts with multi-year contracts and complex negotiations.
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Proven experience managing strategic agency partnerships or large-scale agency networks is essential — experience within the financial reporting, design, or marketing industries is a plus.
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Excellent communication, presentation, and negotiation skills.
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Strong analytical mindset and familiarity with CRM and account planning tools and proven ability to drive commercial expansion and executive stakeholder engagement independently.
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Fluent in English; additional European languages (especially Swedish, French, or German) are advantageous.
What We Offer
Founded 25 years ago, we have the stability and expertise of an established company—but at our core, we are entrepreneurial, fast-moving, and constantly evolving. We are on an exciting growth journey, expanding our reach and continuously innovating to stay at the forefront of corporate reporting.
Join CtrlPrint, a progressive, inclusive company that values integrity, collaboration, and continuous development. We provide a competitive compensation package, benefits, and a flexible workplace, encouraging all employees to contribute meaningfully to our growth and success.