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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.'
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
Working for the Key Accounts Department within the wider Customer Experience area, be part of the front-line contact team, working hand in hand with sales to provide/deliver:
* A single point of contact for Wealthtime’s largest accounts / strategic partners including the relationship with any third parties such as DFMs.
* Provision of an outstanding cradle-to-grave service model; bringing in experts, when required, to ensure the account and their end clients receive a consistent, intentional and award-winning experience.
* Provision of training and oversight to ensure the Adviser firms use the platform efficiently and effectively
* Provision of reporting; including the analysis of MI to support Sales and the Adviser Firms on how best to work with including information to support the firms managing their own book such as business retention opportunities.
* To attend service delivery meetings both in person and virtually.
* Ensure a strong risk culture exists, always safeguarding the customer assets. Compliant with all applicable regulations and laws.
* Day-to-day provision of a strong customer-centric culture to work alongside the adviser experience creating an inclusive vulnerable customer experience.
Candidates will have both an adviser and customer perspective including:
* All Wealthtime product processes
* Detailed understanding of the Wealthtime Adviser processes
* Understanding of dealing processes
* Client Money Regulations (CASS Rules)
* UK Platform and Tax Wrapper regulations
* FCA T&C regulations
* Business Risk Appetite
* Vulnerable Customers
* Consumer Duty
* Customer Retention Activities
The successful candidate will also directly assist the Head of Key Accounts to support the broader client services team and work very closely with the relevant members of the sales team. They will ensure the information and updates are provided at pre-agreed intervals, and ensure that the company is compliant with all statutory and FCA regulations.
About You
Key Responsibilities:
* Be a colleague who is enthusiastic, energetic, driven, ambitious and passionate about the business they support.
* Significant experience working with advisers and customers evidencing a strong customer-centric style.
* Work collaboratively with other business areas to ensure the best possible outcomes for our key accounts.
* Will have the ability to understand business strategy and key business drivers
* Strong business focus with the motivation and ability to always apply good financial practice and company procedures.
* Continually delivering and improving excellence for clients and customers; adhere to Consumer Duty Principles and Vulnerable Customer Guidance
* Strong motivational, innovative, and interpersonal skills
* Excellent communication, planning and organisation skills
* Be pragmatic and delivery-focused with a strong sense of humour.
* Analysis and judgement; will ask questions and challenge the way things are done in the right way, to effect positive change where needed.
* Excellent judgment and creative problem-solving skills including negotiation and conflict-resolution skills
* Resilient, proactive, and driven with a strong delivery focus and “can-do” attitude
* A highly collaborative style of working. The senior team is creating a culture which is open and honest and non-political.
* Flexibility and change orientation. Ability to develop and adapt with the evolution of the role and the business
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.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Sales and Business Development
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