Financial Advisor Business Acquisition Manager

* Major international wealth management organisation
* Excellent reputation
* Strong salary, package & benefits

Financial Advisor Business Acquisition Manager

Screening Questions

* Are you experienced in business acquisition?
* Do you have any experience in acquisition of financial services practices?
* Do you have at least 3 years financial services and/or wealth management experience in a corporate environment?
* Are you a solutions-led thinker, naturally able to resolve issues and implement process led change?

Our client, a successful national and international wealth management company is currently seeking an experienced professional Financial Advisor Business Acquisition Manager to assist with identification of potential smaller practices that may wish to join the group, via acquisition. The role will involve initial prospecting, interviews with potential new Advisors, marketing the offering to incentivize potential acquisitions, and as such this is a critical role in in the development of the company in the coming years.

The person

* Must be from a wealth management/financial services background
* Must have some experience of managing business acquisitions
* Solutions led thinker
* Demonstrate excellent communication skills, internally and externally
* Consistently strive for excellence
* Manage a variety of personalities to achieve optimum outcomes
* Display professional appearance in line with company brand

Experience required
Experience/Skills Required:

* At least 3 years financial services/wealth management experience in a corporate environment
* Must be from a wealth management/financial services background
* Must have some experience of managing business acquisitions
* Full understanding of the wealth management landscape including all legislative and regulatory requirements.
* Interviewing, negotiation and persuasion skills to establish target business for acquisition.
* Ability to build strong relationships delivering on promises
* Inclusive attitude to develop relationships internally and externally, ensuring maximum conversion rates.
* Ability to create a best-practice led environment to ensure strong company growth and achievement of all KPI's.

The role

* Undertakes the necessary tasks involved in recruitment and selection of new Partners and Advisers such as initial prospecting, interviews, marketing and ?nancial presentations.
* Undertakes and searches for new sources of potential Partners and Advisers, ensuring effective relationships are built on trust, credibility and rapport, and positive impact is established from the outset with potential Partners and Advisers.
* Develops the quality of relationship to a level where the prospective Partner or Adviser decides to accept the invitation to join the company, given they satisfy corporate criteria.
* Works with the Partnership Development Manager - Transition (PDM-T) and other members of the Senior Team to ensure that a process exists for inducting the new Partner or Adviser to the company, both in the initial induction stage and throughout the ongoing period of transition, with an aim of maximising success and pro?tability. Identi?es possible problems and implements solutions where required.
* Has an active role working with the PDM-T and other relevant parties to provide the Partner or Adviser with the appropriate training, knowledge and support, thereby ensuring a positive transition experience and increased Partner and Adviser retention levels.
* Ensures that appropriate processes as prescribed by the company are followed to enable all recruitment and selection to be undertaken in a controlled and professional manner, thus maintaining the image and reputation of the company and the Partnership.
* Ensures that the quality of potential Partners and Advisers continues to meet, and where possible exceed, company standards and consistently match the high quality and approach sought by the company. Works with Partnership Recruitment to uphold these standards and high-quality approach.
* Maintains and develops knowledge of the industry and the marketplace to enhance recruitment efforts, maintaining local intelligence of potential recruitment pool and is an ambassador for the company brand.
* Achieves Gross Recruits targets as agreed with the Area Head of Acquisition and the Partnership Director.
* Responsible for following the company values and principles of treating clients fairly (being both our internal (Partner and Adviser) clients and external clients). Ensures all areas of day-to-day business activities include (where appropriate):
* Making decisions with clients' best interests in mind
* Creating processes that meet the needs of the clients efficiently and effectively
* Using documents that are clear, easy to understand and avoid jargon
* Keeping clients suitably informed within appropriate timescales
* Giving suitable advice which takes account of clients' circumstances
* Carrying out all business with integrity and professionalism.

The company
Our client, a well-established, successful wealth management business, was established over 20 years ago, and has numerous regional offices around the UK and globally. Our client specialises in delivering face to face wealth management advice to individuals and businesses, and deals with insurance, mortgages etc. Helping clients resolve complex matters such as investments for growth, tax, inheritance and retirement planning.

The salary & Package
Basic salary of between £50,000-75,000 per annum plus generous benefits package including first rate bonus system, mobile, laptop etc

If this role is of interest, then please apply now!

Courtney Recruitment recruit for all levels within the office environment from front of house through to senior management, across a wide range of sectors.

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Reference: 34824284

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