- Playing a key role in the strategic development and review process for the Group, challenging assumptions and providing the CEO and leadership colleagues with Planner insights to inform effective strategic decision making and commercial planning.
- Building clear short, medium, and long-term commercial strategies for Wealth Planners that are clearly aligned to Succession's growth objectives and customer commitments.
- Operating as a key channel of communication between the leadership team and the Planner population.
- Working closely with the Group Operations Director to create a positive team culture through the Planner, Client Delivery and Paraplanner teams to ensure great client outcomes and client experience.
- Supporting the Group HR Director with Planner development.
- Working with the Chief Risk Officer to ensure that the Planner community are adhering to regulation and meeting quality standards.
- Delivering Succession Wealth's ambitious growth strategy; increasing AuA through organic growth, delivered through client retention, lead conversion, business development initiatives, product enhancements and successful onboarding and retention of acquisitions.
- Maintaining robust governance of the Succession Wealth proposition, including working with the Proposition and Platform Team to ensure solutions, pricing models and products align to the commercial strategy and regulatory requirements and ensure that such elements are communicated to the Planner community.
- Executing Succession Wealth's commercial strategy across the Planner community, driving growth across the entire suite of propositions, products, and services.
- A minimum of 5 years' experience of senior leadership within a large financial services firm.
- To have circa 15 years+ operational experience within financial services, including experience as a Qualified Financial Planner.
- To be a strong and motivational people manager with experience of leading multi-discipline teams.
- Considerable exposure to the UK regulatory environment and comprehensive knowledge of FCA regulations.
- Strong stakeholder management acumen, capable of clearly communicating and influencing at all levels, using structured and data-driven rationale to facilitate good decision making.
- Experience of developing commercial strategies and contributing to the broader commercial development of a business.
- An entrepreneurial mindset and strong drive for results, capable of driving sustained organic growth.
- Experience of driving strategic and complex change within financial services through inspirational leadership and business partnering.
-
Team Assistant in Wealth Management
1 week ago
Katie Bard (Angela Mortimer Plc) Birmingham, United KingdomMy client are a boutique Wealth Management business looking to recruit a Team Assistant to support their highly successful Wealth Management Team. · This role will entail working with the Paraplanners and Advisers to support all parts of the financial planning and advice process, ...
-
Senior Wealth Management Executive
1 week ago
Barclays Birmingham, United Kingdom**Senior Wealth Management Executive** · **Birmingham** · As a Barclays Senior Wealth Management Executive you will support the Wealth Managers when acting as trusted advisors to clients with the primary focus being to actively seek opportunities that will contribute towards the ...
-
Wealth Management Executive
1 week ago
Artemis Recruitment Consultants Ltd Solihull, United KingdomFinancial Services · Solihull · 10/03/2023 · Type of Position: Wealth Management Executive - Berkswell · Pay: £35k - £40k · **Wealth Management Executive - Berkswell**: · We are working with a client based in Berkswell looking for an Wealth Management Executive to join their team ...
-
Wealth Management
4 hours ago
Goldman Sachs Birmingham, United Kingdom Full timeWhat We Do · At Goldman Sachs, our Engineers don't just make things - we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients. Join our engineering teams that build massi ...
-
Wealth Management
4 days ago
Goldman Sachs Birmingham, United Kingdom Full timeAsset & Wealth Management: · Across Asset and Wealth Management (AWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. The Private Wealth management (PWM) business within Asset & Wealth Management division provides comprehensive In ...
-
Wealth Management
1 week ago
Goldman Sachs Group, Inc. Birmingham, United KingdomWealth Management - Birmingham - Associate - Software Engineering · Birmingham, West Midlands, England, United Kingdom · Job Description · Asset & Wealth Management: · Across Asset and Wealth Management (AWM), Goldman Sachs helps empower clients and customers around the world ...
-
Wealth Management
1 week ago
Goldman Sachs Birmingham, United Kingdom Full timeAsset & Wealth Management: · Across Asset and Wealth Management (AWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. The Private Wealth management (PWM) business within Asset & Wealth Management division provides comprehensive ...
-
Wealth Management
1 week ago
Goldman Sachs Birmingham, United Kingdom Full timeAsset & Wealth Management: · At Goldman Sachs, our Engineers don't just make things - we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients. Join our engineering teams t ...
-
Wealth Management
1 week ago
Goldman Sachs Birmingham, United KingdomAsset & Wealth Management: · Across Asset and Wealth Management (AWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. · The Private Wealth management (PWM) business within Asset & Wealth Management division provides comprehensive ...
-
Wealth Management
4 hours ago
Goldman Sachs Birmingham, United KingdomAsset & Wealth Management: · At Goldman Sachs, our Engineers don't just make things - we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients. Join our engineering teams ...
-
Wealth Management
1 week ago
Goldman Sachs Group, Inc. Birmingham, United KingdomAsset & Wealth Management: · At Goldman Sachs, our Engineers don't just make things – we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients. Join our engineering teams t ...
-
Wealth Management
1 week ago
Goldman Sachs Birmingham, United KingdomAsset & Wealth Management: · At Goldman Sachs, our Engineers don't just make things – we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients. Join our engineering teams t ...
-
Wealth Management Executive
3 days ago
Burgh Recruitment Ltd (Financial Services) Berkswell, United Kingdom**Wealth Management Executive** · **Location**:Berkswell, CV7 · **Salary**:Up to £35,000 with excellent benefits and bonus · **Hours**: Full time · You will be joining a motivated and friendly team that manage the work generated by the Advisors in this highly successful St. James ...
-
Wealth Management Administrator
1 week ago
Switch Recruitment Coventry, United KingdomOur client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Wealth Management Administrator to support their Financial Planners / IFA's. · In return our client is looking to offer a competitive basic salary as well ...
-
Wealth Management- Marcus
1 week ago
Goldman Sachs Group, Inc. Birmingham, United KingdomWealth Management · Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a ...
-
Trainee Wealth Manager
1 week ago
deVere Group Birmingham, United KingdomWho We AreSince its inception in 2002 by visionary entrepreneur Nigel Green, the deVere Group has rapidly expanded its global footprint. From our first office in Hong Kong, we now boast 50 offices across continents, including Africa, the Middle East, the Far East, ASEAN, Europe, ...
-
PwC Birmingham, United Kingdom Full timeLine of Service · Advisory · Industry/Sector · Asset and Wealth Management · Specialism · Advisory - Other · Management Level · Senior Manager · Job Description & Summary · In support of unprecedented growth, PwC's Consulting practice currently has a vacancy in its FS Enterprise ...
-
Goldman Sachs Birmingham, United Kingdom Full timeTHE LEGAL DIVISION · We work at the intersection of finance and law, providing counsel and advice that support activities across the firm. We handle litigation and arbitration, perform research and due diligence, aid in financing and legal filings, deal with contracts and intell ...
-
Goldman Sachs Birmingham, United Kingdom Full timeTHE LEGAL DIVISION · We work at the intersection of finance and law, providing counsel and advice that support activities across the firm. We handle litigation and arbitration, perform research and due diligence, aid in financing and legal filings, deal with contracts and intel ...
-
Goldman Sachs Birmingham, United KingdomTHE LEGAL DIVISION · We work at the intersection of finance and law, providing counsel and advice that support activities across the firm. We handle litigation and arbitration, perform research and due diligence, aid in financing and legal filings, deal with contracts and intell ...
Executive Director of Wealth Management - Birmingham, United Kingdom - Succession Wealth
Description
(Executive) Director of Wealth Management
Highly competitive salary and rewards package
Since our formation in 2009 Succession Wealth has grown to be one of the UK's leading Financial Advisory firms and we now have a national network of over 200 Wealth Planners providing high quality, holistic financial advice to a wide range of clients.
In 2022 Succession became a wholly owned subsidiary of Aviva and with the backing of our parent company, we now have ambitious, strategic goals in place to grow and develop both our whole of market and restricted propositions, greatly increasing our Wealth Planner population and enabling us to meet the needs of a wider and more diverse client base.
We now have a fantastic opportunity for a Director of Wealth Management to join our Executive team, providing strong leadership and management to our Financial Planning community.
The Opportunity...
This is a rare opportunity to join Succession's Executive Leadership team and play a crucial role in the strategic direction and overall success of our business. Supporting the CEO and working closely with the executive team to develop and implement strategies that underpin business growth.
Reporting directly to the CEO, key responsibilities will include:
You...
We are looking for an experienced, engaging and inspiring Wealth Management professional with a successful track record of delivering against ambitious growth plans.
You will need to have experience of leading Wealth Planning teams of comparable scale, with the confidence and acumen to operate and influence at board level whilst also having authenticity and gravitas in engaging and motivating a highly skilled and experienced Planner population.
To be successful in this role, you will also need:
The recruitment of this role is being handled by an external partner, for details of how to apply for this role please email:
#LI-DNI
&v=024){kind=logo}
&v=024){kind=logo}
Executive Director of Wealth Management professionals in Birmingham
-
Adil Hussain
Large Project Experience
-
Paul Cheney
Regional Manager
-
Tuhina Mehrotra
Apparel Designer & Fashion Stylist
-
Akash Maheshwari
IT/Software/Enterprise Sales/Account Management
-
Richard Bonk
Senior WordPress Developer
-
Zeena Abusaleh
HR graduate