Vice President Practice Manager - Nutmeg
- Leadership & Coaching: Lead by example with a strong track record of individual sales performance. Coach and mentor team members to enhance their skills, enabling them to deliver complex and technical content in a simple, transparent manner.
- Client Relationship Management: Drive the team to increase client asset share while ensuring top-tier service and support.
- Strategic Development: Analyse data and identify opportunities for improvement. Collaborate across teams and business areas to influence growth plans and proposition development.
- Client Experience: Champion a culture focused on delivering outstanding client experiences and achieving positive customer outcomes.
- Wealth Management Expertise: Significant experience in relationship management or business development within Wealth Management, with a proven ability to work with investment products and clients across various asset values in both managed and self-selected investments with excellent market knowledge.
- Sales & Coaching Excellence: Demonstrable success in individual sales performance and coaching others to succeed. Ability to improve lead generation, close business, and conduct high-quality fact-finding conversations.
- Regulatory Knowledge: Up-to-date knowledge of retail financial products, markets, and regulatory expectations. RDR Compliant Level 4 qualification (PFS, CISI, CFA equivalent) is required.
- Target Achievement: Proven ability to exceed new business and retention targets, manage client referrals, and build long-lasting relationships.
- Compliance & Quality Assurance: Work closely with quality and compliance teams to ensure documentation and CRM systems are current, maintaining service quality and regulatory compliance.
- RDR Compliant Level 6 Qualifications (CISI, CFA equivalent) are preferred.
Recommended Jobs
Private Equity March 2026 NQ Lawyer - Elite US Law Firm in London Area
Job description This elite US law firm is looking for a March 2026 NQ to join its top tier Private Equity practice in London. This team offer the best sponsor-led M&A work on the market. They…
PR Manager
Swatch is seeking a PR Manager for a 12-month maternity cover in London. This role involves developing strategic PR campaigns, managing media relations, and coordinating press events to enhance brand …
Electrician
Electrician Build Recruitment are currently looking for an experienced Electrician for maintenance work within domestic properties in Kingston-upon-Thames. The Electrician will be a van-mobile opera…
Chef De Partie
In our kitchens as a Chef de Partie you'll turn the freshest of the British produce into beautifully presented dishes. We can help with training, flexible hours and giving you a work-life balance. Pa…
Trade Mark Paralegal
Trade Mark Paralegal – London A leading London-based intellectual property boutique is looking for a skilled Trade Mark Paralegal to join its collaborative and forward-thinking team. Known …
Senior Quantity Surveyor
The Company Our client is a well-established main contractor that has been operating across London and the Southeast for over 15 years. They have built a strong reputation for delivering projects on …
Group Exercise Instructor - Cycling
Would you like to join Europe's leading premium health and wellness group? Our team members are the ambassadors of our business and the heart of what we do. W e are on the look out for passionate …
Senior Email Marketing Executive
Senior Email Marketing Executive We’re looking for a strategic, innovative thinker with a passion for the latest communication tools and a flair for problem-solving. You’ll bring fresh ideas, expe…
Roadside Mechanic - Heathrow
Roadside Mechanic - Heathrow At RAC, we appreciate the dedication of our colleagues who go the extra mile for our customers. In return, we offer a competitive base salary of £40,000 (Inclusive Lo…
Bartender - Hospitality
Job Introduction We’re experience makers . And food fanatics. And we’re hiring Hospitality Bartenders Our experiences are unique, and so are our people. Bring personality, your backgrou…