Director, Corporate Wealth Solutions

Radley Recruitment; Southampton; Hybrid; GBP 77,000 - 94,000; Full time

Job summary

Radley Recruitment is recruiting a Head of Corporate Solutions - Wealth Management for a growing UK wealth management business. Hybrid role – home working with a London base. Salary £85,000 DOE plus bonus and benefits.

You will own and sharpen the corporate advice proposition and work with senior stakeholders to drive growth. Responsibilities include growing corporate financial planning services, leading advisers, and delivering compliant, client-focused solutions.

Qualifications

• Proven experience leading and growing a corporate financial planning, wealth management or employee benefits business.
• 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.

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.
• 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.

Skills

Leadership

Business development

Relationship management

Strategic thinking

Stakeholder management

Coaching & mentoring

Regulatory knowledge (FCA, Consumer)

Client outcomes

Job description

Radley Recruitment is recruiting a Head of Corporate Solutions - Wealth Management for a growing UK wealth management business. Hybrid role – home working with a London base. Salary £85,000 DOE plus bonus and benefits.

You will own and sharpen the corporate advice proposition and work with senior stakeholders to drive growth. Responsibilities include growing corporate financial planning services, leading advisers, and delivering compliant, client-focused solutions.