Partnership Development Manager - FTSE 100 Opportunity

Job Description

Partnership Development Manager Opportunity – FTSE 100 Wealth Management Firm

My client, a fast growing and reputable FTSE-100 wealth management company, are looking to add Partnership Development Managers at its City office. My client has more than £55b of client funds under management and specialise in the provision of face-to-face financial advice to individuals, trustees and businesses.  

 

Purpose of the Role:

- Acting as a primary point of contact between Partners/Advisers and my client (the partnership). Ensuring Partners / Advisers carry out their activities representing my client in an appropriate manner.

- Undertaking the regulatory responsibility of “Nominated Supervisor” for a team of Partners/Advisers – accountable for the activity and behaviours of Partners / Advisers within their team.

- Working with Partners / Advisers to maximise their business potential within the partnership and to support the achievement of corporate growth objectives.

 

Regulatory Responsibilities:

- Monitoring and enhancing the quality of advice provided by a Partnership to ensure my client is meeting the FCA’s TCF Outcome Four

- Managing the output and performance of a Partnership in line with values and principles of treating clients fairly

- Ensuring Partners / Advisers work within clear and suitable business processes and systems

- Working closely with Partners / Advisers to identify issues early on and resolve within compliance guidelines

- Using monitoring systems to implement risk processes, identify and deal with problems

- Using MI and audit information to maintain understanding of the Partner’s / Adviser’s business and address issues; set expectations of productivity

 

Business Support Responsibilities:

- Facilitating the development of the Partnership to enhance their knowledge and skills

- Leading their team of Partners / Advisers to encourage new business growth

- Providing support for Partners and Advisers to achieve professional qualifications and maintain knowledge

- Inspiring and encouraging Partners / Advisers to achieve results through appropriate strategy, activity and best practice

 

Candidate Requirements:

Work Experience and Qualifications:

- Successful sales record as Financial Advisor

- Strong track record in a management role in a Regulated Financial Services or worked in a management role in Regulated Financial Services with self-employed Advisors

- QCA Level 4 (Diploma in Financial Planning) or strong progress towards it

- Previous supervisory experience

 

Key Competencies:

Drive for results

- Communicating for impact

- Leading others

- Commercial acumen and judgement

- Doing the right thing

- Relationship management

 

If you have a proven track record of people development, great interpersonal skills, and experience of working in a fast paced financial services environment, then please send your CV with a cover letter to NAkram@antal.com

 
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Contact

Nausherwan Akram
+44 (0) 777 502 84 68
 
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