At a Glance
- Tasks: Lead corporate solutions in wealth management, driving growth and enhancing client propositions.
- Company: Dynamic wealth management firm focused on innovation and client success.
- Benefits: Competitive salary, bonus, hybrid working, and comprehensive benefits package.
- Other info: Join a high-performance culture with opportunities for personal and professional growth.
- Why this job: Shape the future of wealth management while making a real impact on client success.
- Qualifications: Proven leadership in financial planning and strong relationship management skills.
The predicted salary is between 85000 - 85000 £ per year.
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.
Head of Corporate Solutions - Wealth Management in Slough employer: Radley Recruitment
As a leading UK Local Government Pensions Administration provider, we pride ourselves on fostering a supportive and collaborative work culture that values employee growth and development. With competitive salaries and excellent benefits, including flexible working arrangements, we empower our team to thrive in their roles while making a meaningful impact in the pensions sector.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Corporate Solutions - Wealth Management in Slough
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Radley Recruitment. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Radley Recruitment.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Radley Recruitment. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Head of Corporate Solutions - Wealth Management in Slough
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Radley Recruitment and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Radley Recruitment how you can be a team player!
How to prepare for a job interview at Radley Recruitment
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Radley Recruitment.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Radley Recruitment's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
