Wealth Development Manager

The Openwork Partnership; Greater London; Hybrid; GBP 70,000 - 81,000; Full time

Job summary

A leading financial services firm is seeking a Wealth Development Manager to promote its Wealth Proposition and enhance adviser relationships. This permanent hybrid role offers up to £70,000 salary, plus a 15% bonus and comprehensive benefits including a pension scheme and health cover. The ideal candidate will possess strong relationship management skills and an understanding of financial markets. Join a fast-paced, dynamic environment where your growth is encouraged and individuality is celebrated.

Benefits

Salary up to £70,000

15% on target bonus

Flexible benefits including private medical insurance

Qualifications

• Level 4 qualifications preferred but not essential.
• Good organisation & time management skills.
• Relationship management skills are essential.

Responsibilities

• Promote and articulate the Wealth Proposition to increase awareness.
• Assist in creating adviser-focused materials and sales tools.
• Build strong relationships with financial advisers.

Skills

Organisation skills

Relationship management

Understanding of financial markets

Education

CISI Certificate in Investment Management

CFA UK Investment Management Certificate

CII Diploma in Financial Planning

Job description

The opportunity

The Wealth Development Manager will support the promotion and adoption of the Omnis, Openwork and 2plan Wealth Proposition.

This is a permanent hybrid role, and can be based in either our Swindon or London office, with the requirement to be in the office 2 / 3 days a week.

The benefits

• Salary - up to £70,000
• Bonus scheme - on target bonus - 15%
• Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
• Critical illness cover
• Income protection - 1x salary
• Death in service - 4x salary
• 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
• A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Your responsibilities will include

• Promoting and articulating the full value of our Wealth Proposition to increase awareness and understanding of its offering and Omnis' proposition, investment strategies and principles;
• Increasing adoption and retention of the Wealth proposition, especially the investment products and services manufactured by Omnis across all facets of the Partnership;
• Communicating Omnis investment strategies to advisers with the goal of growing assets under management
• Helping promote more Omnis & Investment products and services to retain and grow existing business.
• Devising and lead engaging promotional activities, that are designed to educate, inspire and grow adviser confidence and capability of our wealth proposition.
• Assisting in the positioning and creation of adviser-focused materials, case studies and sales tools.
• Collaborating on and execute go-to-market plans for new and upcoming propositions, product launches and third-party integrations.
• Building strong relationships with financial advisers and practices.
• Segmenting adviser base to build an effective engagement plan

What will you need to succeed?

• Level 4 qualifications preferred but not essential - CISI Certificate in Investment Management, CFA UK Investment Management Certificate, CII Certificate in Discretionary Investment Management, CISI Investment Advice Diploma or CII Diploma in Financial Planning
• Good organisation & time management skills. Able to evidence delivery against deadlines and manage diary effectively
• Relationship management skills. Ability to build rapport and manage relationships effectively
• A reasonable understanding of Financial Markets and economic theories.
• An understanding of:
  • Products and services fitting within an advice journey
  • Financial adviser and their needs to recommend investment solutions
  • Financial markets and investment management
  • Financial planning

Why us?

We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.