UA-185291695-1 Head of Client Proposition Wealth Management, Jobs, 210

Head of Client Proposition - Wealth Management

Financial planning - Birmingham, West Midlands

Ref: 210Thursday 14 October 2021

£65,000 - £75,000

I am working with aleading, national Financial Planning practice, with a fantastic reputation due to their high quality and personal approach to financial advice.

The firm in question are looking to bring on a Head of Client Propositionto help propel the business to the next level and support the future development of proposition for the firm. 

Main duties;

  • Create and manage the centralised advice policy 
  • Build and manage product and investment panel relationships
  • Select and drive the use of planning tools and technology within the business

To be considered for this role, ideally you will hold:

  • Experience within a similar role
  • Strong technical knowledge of how platform, products and investments operate
  • Ideally, you will be Chartered

If this sounds like the right role for you, please apply and we will be in touch to discuss in further detail!