Client Portfolio Manager

The opportunity

As the Client Portfolio Manager for [Employer hidden — sign up to reveal], you will be the “face & voice” of [Employer hidden — sign up to reveal] for 2plan advisers. The key purposes of the role are to increase awareness and understanding of [Employer hidden — sign up to reveal] investment strategies and principles. As well as increase adoption of [Employer hidden — sign up to reveal] products and services.

You will develop and execute an [Employer hidden — sign up to reveal] sales plan for 2plan Wealth Management and work collaboratively with the 2plan Business Relationship Management team, as well as 2plan’s Proposition team to deliver this plan.

Working with our Investment Director and marketing to continually tailor [Employer hidden — sign up to reveal] communication capability and approach to ensure that it remains contemporary and effective across the 2plan audience.

This is a field-based role with regular travel required.

The benefits

• Bonus scheme - on target bonus - 20%
• Car allowance - £5,486
• Pension scheme - contribute up to 5% of your salary and [Employer hidden — sign up to reveal] will match you and put in an extra 5%
• Critical illness cover
• Income protection - 1x salary
• Death in service - 4x salary
• 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
• 3 paid days off to volunteer
• A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Your responsibilities will include

• Act as the subject matter expert on all aspects of the [Employer hidden — sign up to reveal] solutions and investment approach.
• Conduct face-to-face and virtual meetings with 2plan advisers to position the [Employer hidden — sign up to reveal] proposition and influence flows into [Employer hidden — sign up to reveal] solutions.
• Work collaboratively with the [Employer hidden — sign up to reveal] Marketing team to ensure [Employer hidden — sign up to reveal] market, fund and promotional materials meet 2plan Advisers’ and Customers’ needs.
• Where appropriate, work with the Investment Director and investment team on bespoke communications for 2plan.
• Represent [Employer hidden — sign up to reveal] at regional member meetings, Member Engagement Group Meetings and large Adviser meetings.
• Support 2plan Advisers with their High-Net-Worth Client meetings - providing macroeconomic and market views but not involved in advice activities.
• Co-ordinate [Employer hidden — sign up to reveal]/2plan webinars, national and regional conferences/meeting.
• Work with the 2plan BRM team and Proposition team to ensure Advisers have the necessary skills, support, training and material to promote and advise on the [Employer hidden — sign up to reveal] investment solutions.
• Respond to all 2plan Adviser and Customer performance-related complaints and queries.
• Encourage a culture of continuous improvement with both internal and external teams.

What will you need to succeed?

• Significant wealth management experience; with in-depth knowledge of retail wealth financial services products (e.g. ISAs, investment bonds and pensions).
• Good relationship management experience.
• Previous sales experience.
• Good distribution experience.
• Experience of Financial Markets and economic theories.
• Experience of developing and executing sales plans.
• A good understanding of the UK investment and savings environment, the wider UK regulatory environment, investment products and services (notably UCITS funds and DFM services), investment sales process, how independent financial advisers operate advice process, sales reporting (CRM) methods, investment strategies, techniques and instruments.

Why us?

At [Employer hidden — sign up to reveal], we're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of [Employer hidden — sign up to reveal] family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential. We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022.

[Employer hidden — sign up to reveal] values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At [Employer hidden — sign up to reveal], we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.