Wealth Management Development Manager

Reports to

Wealth Management Director

Location

Leeds

Package

Competitive depending on skills and experience plus comprehensive benefits package. £38k - £44K

Hours of work

37.5 hours per week (Hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant will work those hours necessary to successfully discharge the duties of the role).

Not your typical financial services firm…

Established in 2004, Age Partnership has held true to its pledge to improve the markets in which we operate for the benefit of customers. We do this by delivering world?-?class customer experiences, continually innovating and embracing digital technology to make dealing with the company both efficient and engaging.

At Age Partnership we accept nothing other than being the best at what we do, and this objective is reinforced by an environment in which colleagues are encouraged to engage, to learn and to flourish. Significant in?-?house training and development facilities and empowerment of colleagues are just a couple of components that have helped this culture to thrive.

We strive in becoming a household name that is synonymous with excellence. Added to this we want to work, collaborating with all our partners and suppliers to enable our customers benefit from the relationship. It sounds simple but it needs to be worked on to achieve.

The roleOverview

To work in partnership with all colleagues in the Wealth Management business to optimise performance and foster an environment which successfully develops individuals and improves processes.

To work with the wider WM Management Team to identify and successfully deliver process and change management to ensure improved customer outcomes and efficiencies.

To review our processes and identify where automation or the use of AI would improve the efficiency or effectiveness of our processes.

To identify training needs within the department, co?-?ordinate feedback and coaching, development, and workshop delivery to improve departmental performance through improved sales conversion.

To help the Wealth Management business to create and maintain a culture that facilitates continuous improvement and has the customer at its heart. To co?-?ordinate academy training for all pension income specialists both internal and external.

Key Outputs

• Engage with stakeholders across the business to ensure that the Wealth Management Business standards are consistently met and identify appropriate measures to improve performance.
• Design and co?-?ordinate delivery of induction and ongoing training for Wealth Management collages to optimise performance across the team.
• Analyse business performance to identify training requirements or process improvements, with a view to maintaining positive customer outcomes and improving commercial performance.
• Maintain and develop internal and external relationships, promote Age Partnerships WM Service and improve commercial performance.
• Ensure that skills and product knowledge, policy and procedures are maintained to support all colleagues as a source of technical support.
• Maintain a good working knowledge of the Pension Income market in which the Company operates, including competitor activity and regulatory updates.

Our ValuesCustomer first

• Be Respectful - Treat customers and colleagues at all levels with dignity and respect.
• Show awareness - Be aware of how your actions and behaviours affect customers, colleagues and the business.
• Go Above & Beyond - Always aim to exceed expectations, giving your very best to every customer and colleague.

Raise the bar

• Embrace Change - Treat change as an opportunity to improve, welcoming new ideas and ways of working.
• Commit to Development - Take responsibility for your personal development and that of the business.
• Be Proud & Lead By Example - Take pride in yourself and your work, acting as a positive role model for others.

Do the right thing

• Be Accountable - Take responsibility for your actions and learn from any mistakes.
• Keep Your Promises - Do what you say you’ll do, when you say you’ll do it.
• Be Courageous & Honest - Speak up for what you believe in and welcome the opportunity to give and receive constructive feedback.

Win together

• Collaborate & Share - Be generous with your time and ideas, working with and for the wider team.
• Appreciate others - Recognise the contribution made by every colleague to the success of our business.
• Focus on Solutions - Show resilience and determination, focusing on the solution not the problem.

The personOverview

Approachable, organised individual with a proven ability to embrace and develop a culture of colleague improvement and personal development that underpins a successful sales environment where the customer is key. An excellent communicator and motivator with the ability to interact at all levels. Capable of handling and prioritising high volumes of work.

Skills & knowledge

Essential

• Minimum 3 years recent financial services experience in either a mortgage or financial advisory firm.
• Ability to work on own or as part of a team on high volumes of work whilst retaining detailed records.
• Ability to use all Microsoft Office programmes to a competent level.

Desirable

• Financial Services supervisory experience.
• Experience of working with Pension Income business.

Qualifications

General education

• Good numerical and literacy skills

Financial services qualifications

Willing to study towards:

• Pension & Retirement Planning (R04)

This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary.