About Us
At Wealthtime, we take pride in our role as a multi-award-winning financial technology company, known for our outstanding 5-star service platform. Our journey is guided by our shared values and behaviours: 'Seek Opportunity', 'Nurture Each Other' and 'Simply Get Going.'
With new ownership since 2021 and significant investments of over £17 million, Wealthtime is on an exciting path of growth. Our team, consisting of approximately 300 dedicated individuals, is at the heart of our journey, and we welcome you to join us as we continue to make our mark in the industry.
About The Role
The role holder will work very closely with the Commercial Director and be responsible for delivering the sales strategy for the Wealthtime platform. Delivery will be through the aligned Regional Sales Managers (RSMs) and Business Development Managers.
This will involve day to day sales management of the team as well as supported the Commercial Director on strategic initiatives. They will play a fundamental role in the development and future growth of the sales function.
Key Responsibilities
- Working closely with the Commercial Director to develop and implement sales strategies, tactics and profit targets.
- Lead and manage the Regional Sales Manager sales team and be responsible for achieving ambitious growth plans and ensure delivery of high standards and sales services.
- Lead a team of telephone-based Business Development Managers to maximise revenue from established supporting adviser firms.
- Help to define the Business Development Manager strategy.
- Identifying and reporting on business opportunities in target markets
- Proposition development in line with the above.
- Keep up to date with business and economic climate in which the Company and its stakeholders operate.
- To act as the conduit and escalation point for advisers.
- Ensure legal and regulatory compliance in all activities undertaken by the Sales Teams.
- Acting as an ambassador and role model for the business.
- Encouraging and building mutual trust, respect and cooperation among team members.
- Co-responsibility for sales activities undertaken by the Marketing Team.
- Work in conjunction with the Commercial Director to ensure consumer duty is considered within all aspects of the sales process
- Approve and periodically review the strategies and policies for managing, monitoring and mitigating the risks that the Company is or may be exposed to.
You will, from time to time, be required to undertake other activities that fall within your capabilities as directed by the Commercial Director including ad hoc projects.
About You
Certified Individual
The role is classed as Certified, under the scope of the Senior Managers and Certification Regime (SM&CR).
Essential
Specialist Skills, Qualifications and Experience:
- Successful track record of delivering sales in line with budgets within a senior sales role.
- Proven experience of managing and motivating a Sales team
- Experience of managing telephone-based Sales teams
- Financial Services experience.
- Knowledge of establishing distribution networks and business introducers.
- Excellent Relationship Account Management skills.
- Strong organisational, time management, negotiation and communication skills.
Desirable
- Experience in Financial Services platforms
Rewards & Benefits:
Competitive Compensation: We offer a competitive salary that reflects your skills and contributions.
Hybrid Working: Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office.
Yearly Discretionary Bonus: Look forward to a yearly discretionary bonus as a token of appreciation for your dedication.
Generous Holiday Package: You'll receive 34 days of holiday per calendar year, including bank holidays. Plus, we offer the option to purchase or sell up to 5 additional days per year, tailoring your time off to suit your needs.
Wellbeing at Heart: We understand the importance of your well-being, which is why we offer a Wellbeing day, allowing you to take a break when you need it most, whether it's for your birthday, moving house, or simply pampering yourself.
Professional Growth: We're committed to your professional development and will support and encourage your career advancement.
Comprehensive Health: You and your family's health is a priority for us. We provide a Private Medical scheme that can be extended to full family coverage, an Income protection scheme, and a Life assurance scheme.
Financial Security: Prepare for your future with our Group contributory pension scheme.
Travel with Ease: We offer interest-free season ticket loans to help with travel costs.
Giving Back: You can participate in our Wealthtime Foundation Day to support charitable activities.
Opportunities for Growth: We actively promote internal progression, so your journey with us can take you from agent to team leader and beyond.
Recognition Matters: Our excellent in the moment recognition scheme ensures your hard work is acknowledged and celebrated.
Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities, and long-term health conditions.
