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Head of Partner Relationships

Job in Bristol, Bristol County, BS1, England, UK
Listing for: Kinherit
Full Time position
Listed on 2026-07-27
Job specializations:
  • Sales
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 90000 - 150000 GBP Yearly GBP 90000.00 150000.00 YEAR
Job Description & How to Apply Below

We’re hiring the leader who will convert one of financial services’ biggest regulatory tailwinds into commercial reality.

Consumer Duty has made the estate planning gap in advised client books a live, evidenced foreseeable-harm problem for every IFA in the UK. Most advisers now know they need a specialist partner they can refer to with confidence. Few have found one.

Kinherit is a STEP Platinum Employer Partner and Consumer Duty Alliance Affiliate, working with over 4,000 IFAs - including six of the UK’s top 20 adviser networks. Every Kinherit plan is built by a STEP-qualified estate planner and completed through our sister company’s legal-tech platform - itself a fast-growth fintech with relationships across financial services and retail banking.

Within our existing network there is enough headroom to grow revenue three-fold, and the addressable network beyond that is at least twice as large again. The Head of Partner Relationships owns capturing that opportunity.

You’ll inherit a team of five direct reports from day one, with a sixth currently being recruited. There is a clear pathway to Director level, and real equity upside through our EMI share option scheme.

The role

You’ll own the partner channel end to end - strategy, execution and team performance. In the early months, you’ll lead from the front: working alongside your team on partner calls and account activity to build credibility before driving strategic change.

Your focus will be:


• Leading and developing a growing team of Relationship Managers, Business Support and Kinvault Support Specialists


• Identifying, pitching and onboarding IFA, wealth management and professional referral partners


• Owning the sales pipeline, KPIs and commercial targets


• Co-ordinating marketing activity across traditional, exhibition and digital channels


• Recruiting and retaining talent as the channel grows


• As a member of the Senior Management Team, reporting performance directly to the Managing Directors

What we need from you


• 5+ years in a senior partnership, BD or account management role in Financial Services or a related field


• 3+ years managing quota-carrying sales or relationship management teams


• Deep knowledge of the IFA and wealth management market


• Experience in both cold outreach and account development


• A solid grasp of B2B2C sales strategy and pipeline management


• Working knowledge of Consumer Duty and FCA distribution rules in an intermediary context

The ability to walk in, build a plan, and execute with minimal hand-holding

Knowledge of the Will-writing or estate planning sector, and an existing IFA network, would be a real advantage.

What’s on offer


• Performance-related bonus scheme


• EMI share options, available on achievement of agreed performance markers


• Clear pathway to Director level


• 25 days holiday plus 24 & 31 December and bank holidays


• Pension, critical illness, income protection and death in service


• Complimentary Will and End-of-Life planning + 30% family discount


• Funded professional development

To apply

Send your CV and a brief covering note to:

  • We review applications on a rolling basis and may close the role early if the right candidate is found.
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