Retention specialist Work, Jobs in Bewdley, Wor (with Salaries)

Practice Director
Paton-Feaver Chartered Financial Planners —Shifnal
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- Management
- Supervising experience
- Financial services
Quick apply
5h
Key Contract Manager
Reconomy Connect —Telford
- Full-time
- Hybrid work
- Microsoft Office
- Communication skills
- Employee assistance programme
- Referral programme
Knowledge and Information Liaison Officer (KILO)
Ministry of Justice —Birmingham
- £20,001 - £40,000 a year
- Part-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Annual leave
- Work from home
13d
Email Marketing
Kanzen Skincare —Birmingham
- From £12.75 an hour
- Part-time
- Social media management
- Marketing
Quick apply
10h
English Lecturer - 3 positions available
Heart of Worcestershire College —Redditch
- £26,687 - £41,413 a year
- Part-time
- English
- Travel
- Organisational skills
- Annual leave
13d
IPS Employment Specialist
Better Pathways —Birmingham
- £30,000 a year
- Full-time
- English
- Psychology
- Organisational skills
- Sick pay
Quick apply
9d
Fragrance Specialist
Estee Lauder —Dudley
- Communication skills
Tom Ford, Balmain, Aramis, Estee Lauder Fragrance Specialist
Estee Lauder —Birmingham
- Communication skills
Customer Contact Specialist
Listers —Solihull
- £26,513 - £30,000 a year
- Full-time
- Microsoft Office
- Organisational skills
- Communication skills
- Health & wellbeing programme
- Employee discount
Senior MEP Clerk of Works / NEC Supervisor
Edge —Birmingham
- £55,000 - £65,000 a year
- Full-time
- Schematics
- Bachelor's degree
- Travel
- Free parking
- Life insurance
Quick apply
14d
Product Manager
KERRIDGE COMMERCIAL SYSTEMS CORP —Bromsgrove
- Full-time
- Product management
- IT
- In-person
Quick apply
Marcus by Goldman Sachs, Fraud Investigations and Operations Team Leader, Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Employee assistance programme
Group HR Resourcing Officer
Bristow and Sutor Group —Redditch
- £32,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- IT
- Communication skills
- Free parking
- Annual leave
Quick apply
Private Client Solicitor
Eventus Recruitment Group —Kidderminster
- £50,000 - £65,000 a year
- Hybrid work
- Business development
- Organisational skills
- Financial services
1d
Human Resources and Payroll Specialist
Epson —Telford
- £46,826 - £52,678 a year
- Full-time
- Management
- Human resources
- Leadership
Quick apply
4d
Data and Insights
Aston University —Birmingham
- £27,319 - £29,588 a year
- Full-time
- University
- Annual leave
4d
PPC Specialist (Google & Bing Ads)
M3.Agency —Birmingham
- Full-time
- Data analysis skills
- Annual leave
13d
Content Creator & Videographer
Clean Growth —Birmingham
- £150 a day
- Part-time
- Hybrid work
- Social media management
- Travel
Quick apply
3d
Trading Coordinator
NAL —Worcester
- Full-time
- Microsoft Excel
- ERP systems
- Organisational skills
- Referral programme
Quick apply
13d
Headteacher
Compass Schools —Kidderminster
- £75,000 a year
- Leadership
- Communication skills
- School

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Practice Director

Paton-Feaver Chartered Financial Planners
Shifnal

Quick apply

Job details

Permanent | Full-time
£45,000 - £55,000 a year
5 hours ago

Benefits

Company pension
On-site parking

Qualifications

Financial planning
Management
Supervising experience
Financial services
Leadership

Full job description

Overview

Paton Feaver Ltd is an established and growing St. James's Place Partner Practice seeking an experienced Practice Director to lead the next phase of business growth.

This role provides operational, commercial and people leadership across the practice, ensuring strong financial performance, exceptional client outcomes, regulatory compliance, and a high-performing culture.

Key Responsibilities

Strategic & Commercial Leadership

Develop and deliver the practice growth strategy alongside the Practice Principal.
Identify opportunities for business growth, adviser recruitment, succession planning and acquisitions.
Drive revenue growth, profitability, adviser productivity and client value.
Manage budgets, performance reporting and cost optimisation.
Ensure client retention and maximise ongoing and initial advice fee income.

Operational Management

Lead day-to-day practice operations, including client onboarding, business processing and case management.
Implement systems, technology and process improvements to support scalable growth.
Maintain effective oversight of CRM utilisation, management information and workflow management.
Manage third-party suppliers and service providers to ensure value for money and operational effectiveness.
Lead projects and business change initiatives.

People Leadership

Lead, develop and performance manage advisers, Practice Support Specialists and outsourced support teams.
Create a high-performance, client-focused culture.
Conduct regular one-to-ones, training and development reviews.
Ensure resources are deployed efficiently and succession plans are in place.
Support the Practice Principal at client events and business development activities.

Governance & Compliance

Ensure compliance with FCA regulations, SJP governance requirements and internal policies.
Maintain oversight of advice standards, risk management, controls and professional development requirements.
Support Chartered status standards and ongoing regulatory obligations.

Client & Stakeholder Management

Deliver an exceptional client experience.
Build strong relationships with clients, introducers, the SJP Field Management Team and key suppliers.
Drive client engagement, referral activity and effective internal communication.
Act as an escalation point for operational, client and team issues.

Candidate Profile Experience

Senior leadership experience within Wealth Management, Financial Planning or Financial Services.
Proven track record of driving business growth, operational improvement and commercial performance.
Experience working within a regulated environment.

Qualifications

Level 4 Diploma (DipPFS or equivalent) essential.
Chartered status desirable.

Skills & Attributes

Strategic and commercial mindset.
Strong leadership and stakeholder management skills.
Financial and operational management expertise.
Excellent communication and decision-making ability.
High integrity, resilience and professionalism.
Strong organisational, prioritisation and conflict-resolution skills.
Client-focused with a growth-oriented approach.

Success Measures

Revenue and profit growth.
Growth in Assets Under Management (AUM).
Adviser productivity and team performance.
Client retention and satisfaction.
Positive compliance and audit outcomes.
Staff retention and engagement.
PQS performance and business quality measures.

Pay: £45,000.00-£55,000.00 per year

Benefits:

Company pension
On-site parking

Work Location: Hybrid remote in Shifnal TF11 8NA

Quick apply

Refine Your Search

retention specialist jobs in bewdley, wor

Practice Director

Key Contract Manager

Knowledge and Information Liaison Officer (KILO)

Email Marketing

English Lecturer - 3 positions available

IPS Employment Specialist

Fragrance Specialist

Tom Ford, Balmain, Aramis, Estee Lauder Fragrance Specialist

Customer Contact Specialist

Senior MEP Clerk of Works / NEC Supervisor

Product Manager

Marcus by Goldman Sachs, Fraud Investigations and Operations Team Leader, Analyst, Birmingham

Group HR Resourcing Officer

Private Client Solicitor

Human Resources and Payroll Specialist

Data and Insights

PPC Specialist (Google & Bing Ads)

Content Creator & Videographer

Trading Coordinator

Headteacher

I want to receive the latest job alerts for retention specialist in bewdley, wor

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