Delivering positive and effective maintenance of existing Broker relationships to add value and achieve targets.
General
To support the development of new Broker relationships to extend the footprint of the franchise and the commercial success of the business.
The purpose of the role is to establish effective relationships and business plans with Brokers to develop sufficient business to meet individual and franchise objectives.
The selected candidate will collaborate with clients, their delivery teams, senior leadership, and industry and academic affiliates to execute ongoing projects, shape new endeavours, and influence strategic direction.
My client has an exciting and diverse opportunity to contribute to the advancement of their Digital Transformation initiatives within UK public sector departments.
You will thrive in a supportive environment, accessing a broad network of professionals for your growth, equipped with professional certifications and mentoring to guide your career trajectory.
Our client has extensive OR/OA experience applied throughout the capability lifecycle from early-stage concept development to acquisition in all domains.
This has included applying soft methods and stakeholder engagement skills to structure problems, conducting historical trends and data analysis to identify trends and support concept development, and simulation modelling and Multi-Criteria Decision Analysis (MCDA) to evaluate options.
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning & Wealth Management businesses in the UK, who are private equity backed for further growth and acquisition.
Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.
This newly created Paraplanner role is located for their Marlborough regional hub, one of 40 national offices.