Field-Based Wealth Solutions Consultant

Omnis Investments Limited; England; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Bonus scheme

Pension scheme (up to 5% matched + 5%)

Critical illness cover

Income protection

Death in service (4x salary)

27 days holiday + bank holidays (+ up

Volunteer days

Private medical & dental insurance

Job summary

Omnis Investments Limited is seeking a Client Portfolio Manager to be the face and voice of Omnis for Openwork & 2plan advisers. The role aims to raise awareness of Omnis investment strategies and principles and to drive adoption of Omnis products and services.

You will collaborate with the Openwork Partnership team and 2plan BRM teams, working to tailor Omnis' communication to advisers and customers. This field-based role requires regular travel and close coordination with multiple internal

Qualifications

• Significant wealth management experience.
• In-depth knowledge of retail wealth financial services products (ISAs, investment bonds, pensions).
• Experience of developing and executing sales plans.
• Understanding of the UK investment and savings environment and regulation.

Responsibilities

• Act as the subject matter expert on all Omnis solutions and investment approach.
• Conduct face-to-face and virtual meetings with advisers to promote Omnis propositions.
• Collaborate with Investor Solutions, Marketing and distribution to align materials with adviser and customer needs.
• Represent Omnis at regional meetings and large adviser events.
• Support advisers with High-Net-Worth client meetings with macroeconomic insights.
• Coordinate Omnis webinars and national/regional conferences.
• Ensure advisers have skills, training and material to promote Omnis solutions.
• Respond to adviser and customer queries and complaints.
• Foster a culture of continuous improvement across teams.

Skills

Wealth management

Investment products

Face-to-face meetings

Stakeholder management

UK regulatory environment

Education

Financial services degree

Tools

CRM systems

Job description

Omnis Investments Limited is seeking a Client Portfolio Manager to be the face and voice of Omnis for Openwork & 2plan advisers. The role aims to raise awareness of Omnis investment strategies and principles and to drive adoption of Omnis products and services.

You will collaborate with the Openwork Partnership team and 2plan BRM teams, working to tailor Omnis' communication to advisers and customers. This field-based role requires regular travel and close coordination with multiple internal