Head of Corporate Solutions Origen Financial Services in Farnborough

The role holder will be the market face of the Origen Corporate Services Business and be responsible for the successful development of the channel. The role holder is expected to own the advice proposition offered and review and recommend enhancements to it over time to retain and grow the channel. The Head of Corporate Solutions is expected to act and deliver in accordance with the Consumer Duty principles at all times and conduct yourself in accordance with the FCA’s Statement of Principles and Code of Practice for Approved Persons.

The role holder has overall responsibility for the success and competency of their Channel by implementing and monitoring individual and Channel objectives and targets whilst ensuring company policies and procedures are adhered to. To deliver 1st line supervisory, development and coaching requirements as defined in the Origen Training and Development scheme (TOPAS) this will encompass responsibility for:

• Owning the OCS advice proposition and its development
• Meeting and exceeding Channel Business Target (P&L Budget)
• Identifying and securing leads of business owners and other senior personnel into Origen’s individual advice capability.

Main Responsibilities:

• Work with and as directed by the Customer Director, Financial Planning and Corporate to manage the development and profitability of the Channel to maximise results.
• Effectively communicate client service objectives and their context in terms of Origen’s goals; to improve systems, controls and standards.
• Hold monthly meetings, discuss task delegation, review issues, reprimand, praise and discipline staff in line with Origen’s PMS and T&C requirements.
• Deliver 1st line supervisory, development and coaching requirements as defined in the Origen Training and Competency scheme (TOPAS) ensuring all mandatory tasks required under the scheme are conducted.
• Manage the relationship with Corporate clients and any sources of new clients to help retain and grow services delivered.
• Ensure the provision of service, advice and written recommendations to clients comply with Origen’s suitability advice guidelines and as per authorisation levels whilst ensuring that all Channel staff undertake and record sufficient CPD.
• Understand and apply appropriate risk management controls in order to reduce or eliminate the cost of compensation and the threat to TCF.
• Assist and drive internal and external projects as required by the EMT.
• Ensure effective communication when working with other departments and individuals to help to achieve optimum results for the company as a whole.
• Produce timely and accurate management reports, keep timely and accurate records.
• Actively participate in the Origen Performance Management Process.
• Agree personal performance objectives and goals with consultants and make every effort to satisfy these objectives within the specified time frames.
• Agree personal performance objectives with direct reports and ensure appraisals are carried out with all members of the Channel within the given timescales.
• Review your Channel performance on a regular basis as appropriate.
• Foster within your Channel a customer focus and concern for quality, which manifests itself in a high degree of customer satisfaction, client retention and an ability to consistently produce work of a high standard to deadline.
• Maintain a full and proper understanding of the market in which your Channel operates and the challenges facing it.
• Make effective use of time to get the job done and meet deadlines.
• Maintain and engender a positive, ‘can do’ outlook, acting at all times in a professional manner.
• Monitor performance including KPIs and ensure accurate reporting of management information and monthly contribution.
• General adherence to policies and procedures including Health and Safety.
• Interview and recruit staff in line with Origen’s recruitment policy.

Candidate Requirements / Behaviours:

• Strong Communication skills; Verbal, Non-Verbal and Written
• Strong coaching and people management
• Strong Sales Management and Negotiation skills
• Strong Leadership skills
• Strong presentation skills
• Technical knowledge of Private Client, Corporate Client business
• Professional Connections development
• Teamwork
• Communication
• Customer Focus
• Results Driven
• Decisiveness
• Resilience
• Analytical/Problem Solving
• Planning & Organising
• Providing support to the Director, Client Services

Interview Process: 1st Stage = Coffee Chat, 2nd Stage = Case Study and Competency Based Interview.