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Business Development Area Manager - Wealth Management - City, Newcastle Upon Tyne, United Kingdom, NE1


Are you a tenacious Wealth Business Development Manager? Do you have people management skills and experience?

Responsible for being the primary point of contact between Partners and Advisers to maximise business potential you will be indirectly managing 30 advisors throughout the North East.

Key Responsibilities:

Monitors and enhances the quality of advice provided by the Partnership

Responsible for managing the output and performance of the Partnership in line with their values

Actively seeks information and understanding of a Partner's or Adviser's business. Takes responsibility for acquiring information

Implements and maintains the systems to ensure that Partners and Advisers meet with the FCA's objectives and the principles of good regulation

Ensures that Partners and Advisers develop the knowledge and skills necessary to write, document and submit business within guidelines and to required standards

Keeps the Head of Business and Business Risk Manager up to date on key matters and risks that involve the Partner's or Adviser's business

As and when required, undertakes National, Area and Location projects at the request of the Head of Business, Transition Director or the Partnership Directors

Required Skills

  • Able to communicate at all levels
  • Good analytical and decision-making skills
  • Ability to work under pressure and meet deadlines
  • Service oriented approach
  • Ability to provide constructive feedback and coaching
  • PC Literate - including Excel, Word & Outlook
  • Full of initiative, enthusiasm, "can do" attitude and passion for our product range
  • QCF Level 4 qualified e.g. CII Diploma in Regulated Financial Planning but not essential (MUST be part qualified)

£55,0000 - £62,000 basic salary, car allowance, benefits and OTE £100,000 (uncapped bonus)

Great opportunities to make the role your own and get involved with exciting projects

Generous employee benefits package including 26 days holiday, private medical insurance, life assurance, a share incentive plan and a non-contributory pension of 10% rising to 15%.