Wealth Proposition Lead – Hybrid (Leeds)
Wealth Proposition Lead – Hybrid (Leeds)

Wealth Proposition Lead – Hybrid (Leeds)

Leeds Full-Time 39000 - 65000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage relationships and oversee product development in wealth management.
  • Company: Leading wealth management firm with a strong reputation.
  • Benefits: Salary up to £65,000, bonus scheme, and flexible benefits.
  • Why this job: Join a dynamic team and shape the future of wealth propositions.
  • Qualifications: Significant financial services experience and Level 4 diploma in Regulated Financial Planning.
  • Other info: Hybrid role based in Leeds with great career advancement opportunities.

The predicted salary is between 39000 - 65000 £ per year.

A leading wealth management firm in Leeds is seeking an experienced professional to manage key areas of the Wealth Proposition function. The role involves relationship management with product providers, overseeing product development and governance.

Candidates should possess significant financial services experience and a Level 4 diploma in Regulated Financial Planning.

This hybrid position based in Leeds offers a salary up to £65,000, a bonus scheme, and various flexible benefits.

Wealth Proposition Lead – Hybrid (Leeds) employer: Openwork Limited

As a leading wealth management firm in Leeds, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and development. Our hybrid working model offers flexibility, while our competitive salary and bonus scheme, alongside a range of flexible benefits, ensure that our team members feel valued and rewarded for their contributions. Join us to be part of a forward-thinking organisation that is committed to making a meaningful impact in the financial services sector.
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Contact Detail:

Openwork Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Wealth Proposition Lead – Hybrid (Leeds)

Tip Number 1

Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.

Tip Number 2

Prepare for those interviews! Research the company and its wealth proposition thoroughly. Be ready to discuss how your experience aligns with their needs, especially in product development and governance.

Tip Number 3

Showcase your qualifications! Make sure to highlight your Level 4 diploma in Regulated Financial Planning during conversations. It’s a key asset that sets you apart from other candidates.

Tip Number 4

Apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application. Plus, it shows you’re serious about joining our team in Leeds!

We think you need these skills to ace Wealth Proposition Lead – Hybrid (Leeds)

Relationship Management
Product Development
Governance
Financial Services Experience
Level 4 Diploma in Regulated Financial Planning
Analytical Skills
Communication Skills
Project Management
Strategic Thinking
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in financial services and any relevant qualifications, like that Level 4 diploma. We want to see how your background aligns with the Wealth Proposition function!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role and how your skills can benefit our team. Keep it engaging and personal – we love a bit of personality!

Showcase Relationship Management Skills: Since this role involves managing relationships with product providers, make sure to highlight any relevant experience you have in relationship management. We’re keen to see how you’ve built and maintained successful partnerships in the past.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!

How to prepare for a job interview at Openwork Limited

Know Your Wealth Management Stuff

Make sure you brush up on your knowledge of wealth management and financial services. Understand the latest trends, regulations, and product offerings in the industry. This will help you demonstrate your expertise and show that you're genuinely interested in the role.

Showcase Your Relationship Management Skills

Since the role involves managing relationships with product providers, be ready to discuss your experience in this area. Prepare examples of how you've successfully built and maintained professional relationships in the past, and how those skills can benefit the company.

Prepare for Product Development Questions

Expect questions about product development and governance. Think about your previous experiences in overseeing these processes and be ready to share specific examples. Highlight any successful products you've developed or managed, and the impact they had on your previous employers.

Ask Insightful Questions

At the end of the interview, don’t forget to ask thoughtful questions about the company's wealth proposition strategy and future plans. This shows your enthusiasm for the role and helps you gauge if the company aligns with your career goals.

Wealth Proposition Lead – Hybrid (Leeds)
Openwork Limited
Location: Leeds
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