обновлено 5 дней назад
Senior Relationship Manager (Central & West Midlands) (Wealth Management)
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Senior Relationship Manager (Central & West Midlands) (Wealth Management): Advising and supporting appointed representative firms and national advisers on business strategy, operations, profitability, growth, and exit planning with an accent on financial advice networks, commercial performance, compliance, and customer outcomes. Focus on managing strategic relationships, leading two Relationship Managers, delivering regional initiatives, and navigating complex stakeholder environments.
Location: Homebased in the United Kingdom; must be based in Central and/or West Midlands
Company
is a wealth management business providing financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management.
What you will do
- Provide objective business advice and support to appointed representative firms and national advisers on strategy, structure, management, operations, profitability, growth, and exit planning.
- Manage a panel of strategic partner and key account firms and advisers, maintaining commercial drivers and contractual relationships.
- Collaborate with internal stakeholders, Risk and Compliance, and the wider business to deliver coordinated client support.
- Lead regional campaigns and initiatives, including education for advisers and direct reports.
- Manage two Relationship Managers and oversee performance across the designated region.
- Support onboarding of new appointed representative firms and national advisers while ensuring positive customer outcomes and regulatory compliance.
Requirements
- Significant experience in a financial services sales environment and a financial advice network.
- Strong understanding of how appointed representative principals, firms, and advisers operate.
- Broad knowledge of financial services products, distribution channels, industry requirements, and regulatory landscapes.
- Detailed knowledge of wealth, mortgage, and protection propositions, including platforms and asset gathering.
- Strong understanding of compliance, risk-managed environments, commercial drivers, adviser economics, profitability levers, and business performance metrics.
- Excellent communication, stakeholder management, coaching, and people leadership skills.
Culture & Benefits
- Permanent, full-time home-based employment.
- Inclusive culture focused on integrity, curiosity, challenge, collaboration, and customer outcomes.
- 26 days of holiday, equivalent to 182 hours.
- Employee incentive scheme and non-contributory pension scheme.
- Private medical insurance, life assurance at four times salary, and income protection at 75% of salary after 26 weeks of absence.
- Flexible benefits for UK employees, available through salary deduction.
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