Head of Corporate Solutions - Wealth Management
Salary - £85000 DOE plus bonus plus benefits
Hybrid role - home working plus London
Our Client are a successful and growing wealth management business, seeking a corporate sales professional from a financial services and wealth management background to drive forward growth in the corporate services team.
You will take ownership of our corporate advice proposition, reviewing and enhancing it to ensure it remains competitive, relevant and aligned to client needs. Working closely with senior stakeholders, you will play a key role in shaping the future direction of the business, expanding our market presence and supporting long-term growth.
Key Responsibilities include:
• 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.
To effectively communicate client service objectives and their context to improve systems, controls and standards.
Hold monthly meetings, discuss task delegation, review issues, reprimand, praise and discipline staff in line with requirements.
To deliver 1st line supervisory, development and coaching requirements as defined in the 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 retain and grow services delivered
Ensure the provision of service, advice and written recommendations to clients comply with 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.
• 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 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, with 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.
Candidate Experience Required:
• Proven experience leading and growing a corporate financial planning, wealth management or employee benefits business.
• A strong track record of delivering commercial success, achieving revenue targets and driving profitable growth.
• Expertise in developing and enhancing client advice propositions to meet changing client and market needs.
• Outstanding business development and relationship management skills, with the ability to win, retain and grow corporate client relationships.
• Experience leading, coaching and developing advisers and consultants, creating a high-performance culture with strong Training & Competence standards.
• In-depth knowledge of FCA regulation, Consumer Duty and risk management within a regulated financial services environment.
• Strong strategic thinking and stakeholder management skills, with the ability to influence senior leaders and contribute to business growth.
• A passion for delivering excellent client outcomes, driving continuous improvement and maintaining the highest standards of compliance and integrity.
If you are ready for the next step in your career contact us for an informal discussion about this role - or apply today.
Contact Details:
Radley Recruitment Careers Recruitment Team
