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- Tasks: Lead the development of innovative retirement strategies and enhance client interactions.
- Company: Join a forward-thinking financial services firm focused on improving retirement outcomes.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Dynamic role with a focus on collaboration and innovation in a supportive environment.
- Why this job: Make a real difference in investors' lives while shaping the future of retirement services.
- Qualifications: CFP preferred with strong leadership and financial advisory experience.
The predicted salary is between 60000 - 80000 £ per year.
We are seeking a qualified adviser, preferably a Certified Financial Planner (CFP), to lead the development of our service strategy for new retirement offers within UK Personal Investor. This is a key appointment as we look to offer more help to more investors in reaching our 2030 goals. The role is pivotal in shaping service strategy and defining client interactions, with a focus on delivering scalable, innovative solutions that will improve retirement outcomes across the UK and help investors chances of investment success. The role combines leadership, governance and hands-on collaboration, working with a wide stakeholder group to bring the client element of new offers to life.
Responsibilities
- Define and implement a comprehensive client service strategy for retirement offerings.
- Design and document client interaction playbooks to enhance engagement, consistency, and value.
- Adopt an experimental approach to problem-solving, piloting scalable solutions that improve efficiency and client outcomes; carefully weigh the advantages of using traditional client service crew, coaches or advisers at different points in the journey.
- Drive transformation in the delivery and nature of client support in complex areas, ensuring alignment with evolving client needs and UK industry standards.
- Develop a flexible client service operating model, tailored to accommodate the varying requirements and regulations of different regimes from guidance, through to targeted support and potentially beyond.
- Support the recruitment of new crew, fostering a culture of excellence and innovation.
- Establish and oversee training plans to ensure competency and ongoing professional development across the team.
- Ideally lead the teams of coaches and advisers in the future that will support the new propositions that UKPI brings to market.
- Lead, coach and motivate the crew, partnering with other senior leaders across UK Personal Investor to deliver great outcomes for clients.
- Ensure service level and quality metrics are met consistently through effective and proactive leadership, prioritisation and resource management; operating at scale is a key aspect of this role.
- Inspire and act as a role model for crew and provide coaching and feedback to ensure high-quality service delivery.
- Participate in special projects and perform other duties as assigned.
Qualifications
- Qualified financial adviser status; CFP designation strongly preferred with strong CPD record and clean complaints record.
- Proven significant experience providing financial advice.
- Self-starter who is comfortable with ambiguity, thrives on problem solving and is action orientated.
- Proven leadership skills with experience of coaching, leading and developing a team.
- Excellent communication, facilitation and stakeholder management skills.
- Strong organisational and prioritisation abilities, with a proven track record of managing multiple initiatives simultaneously.
Working Conditions
- This is a hybrid position and requires work in the office 3 days per week (Tuesday, Wednesday & Thursday).
- Occasional travel to our central London offices will be required.
Retirement Specialist - Retirement and Managed Services in Manchester employer: Vanguard
Contact Detail:
Vanguard Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Retirement Specialist - Retirement and Managed Services in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and retirement sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client service and retirement solutions. Tailor your responses to show how your experience aligns with their goals, especially around improving retirement outcomes.
✨Tip Number 3
Showcase your leadership skills! Be ready to discuss examples of how you've led teams or projects in the past. Highlight your ability to inspire and coach others, as this role is all about driving transformation and fostering a culture of excellence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of our team and contributing to our mission of helping investors achieve their retirement goals.
We think you need these skills to ace Retirement Specialist - Retirement and Managed Services in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Retirement Specialist. Highlight your experience in financial advising and any leadership roles you've held. We want to see how your skills align with our goals for improving retirement outcomes!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about helping investors achieve their retirement goals. Share specific examples of how you've successfully led teams or developed strategies in the past.
Showcase Your Problem-Solving Skills: In your application, don’t shy away from discussing challenges you've faced and how you tackled them. We love candidates who can think outside the box and come up with innovative solutions, especially in complex areas like retirement services.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to keep track of your application and ensure it gets the attention it deserves. Plus, you’ll find all the info you need about the role there!
How to prepare for a job interview at Vanguard
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around retirement planning and investment strategies. Familiarise yourself with the latest trends in the UK market and be ready to discuss how you can contribute to the company's 2030 goals.
✨Showcase Your Leadership Skills
Since this role involves leading teams and coaching others, prepare examples of how you've successfully led projects or teams in the past. Highlight your ability to inspire and motivate others, as well as any innovative solutions you've implemented.
✨Engage with Stakeholders
Demonstrate your communication and stakeholder management skills by discussing how you've collaborated with various groups in previous roles. Be ready to share specific instances where you’ve enhanced client interactions or improved service delivery.
✨Be Ready to Problem-Solve
This role requires an experimental approach to problem-solving. Think of examples where you've tackled complex issues and piloted new solutions. Show that you're comfortable with ambiguity and can adapt to changing client needs while maintaining high service standards.