Wealthtime is an award-winning investment platform that helps advisers deliver the best outcomes for their clients, bringing together smart technology and expert support. In the last year, we’ve taken bold steps to future-proof our proposition, entering a strategic partnership with Wipro and strengthening our relationship with GBST. This 10-year partnership guarantees automatic annual upgrades ensuring we’re always on the very latest technology, enhanced functionality, improved security, and regulatory resilience.
With over £12 billion in assets under administration and a growing team of more than 100 professionals, we’re building something truly exceptional.
Our culture is driven by three core behaviours—Seek Opportunity, Nurture Each Other, and Simply Get Going—empowering our people to innovate, collaborate, and create meaningful impact every day.
Wealthtime is part of Quanta group, a next-generation financial services Group, providing a full wealth management service through three core businesses – Wealthtime, Copia Capital Management and Craven Street Wealth.
The role holder will work very closely with the Commercial Director and be responsible for delivering the sales strategy for the Wealthtime platform.
This will involve day to day sales management of a team of Sales Professionals, as well as support the Commercial Director on strategic initiatives. They will play a fundamental role in the development and future growth of the sales function, in addition to delivering against personal sales targets.
Key Responsibilities:
- Working closely with the Commercial Director to develop and implement sales strategies, tactics, and profit targets.
- Lead and manage a Regional Sales team and be responsible for achieving ambitious growth plans and ensure delivery of high standards and sales services.
- Lead a Sales team of telephone-based Account Managers to maximise revenue from established supporting adviser firms.
- Help to define the Business Development strategy.
- Identifying and reporting on business opportunities in target markets.
- Deliver against their own personal targets.
- Proposition development in line with the above.
- Keep up to date with business and economic climate in which the Company and its stakeholders operate.
- Ensure legal and regulatory compliance in all activities undertaken by the Sales Teams.
- Acting as an ambassador and role model for the business.
- Encouraging and building mutual trust, respect, and cooperation among team members.
- Work in conjunction with the Commercial Director to ensure consumer duty is considered within all aspects of the sales process.
You will, from time to time, be required to undertake other activities that fall within your capabilities as directed by the Commercial Director including ad hoc projects.
Specialist Skills, Qualifications and Experience:
Essential:
- Successful record of delivering sales in line with budgets within a senior sales role.
- Proven experience of managing and motivating a Sales team.
- Experience of managing telephone-based Sales teams
- Financial Services experience.
- Knowledge of establishing distribution networks and business introducers.
- Excellent Relationship Account Management skills.
- Strong organisational, time management, negotiation, and communication skills.
Desirable:
- Experience in Financial Services platforms
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.
