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Wealth and Protection Manager (Insights)

Posted a month ago

  • Aylesbury, Buckinghamshire
  • Any
  • External
  • Expired - 2 months ago
Wealth and Protection Manager (Insights)Permanent | Competitive Salary | HybridAt Defaqto, we are on a mission to empower everyone to make smarter financial decisions, and we want you to be a part of our exciting journey to become the #1 provider in the UK. We are committed to excellence, not only in our people but also across our diverse portfolio of products:Our ratings, which provide consumers with expert guidance at-a-glance when purchasing financial productsThe most widely used financial planning software in the UK market; andMission critical technology that helps product manufacturers to optimise the financial products that they take to market.The OpportunityWe are excited to invite applications for the position of Wealth & Protection Manager (Insights), which hascome about due to an internal move.You willrepresent Defaqto in the Wealth & Protection marketplace as a significant thought leader within UK Financial Services, with focus on protection, pensions and platforms.What’s the purpose of your role?This role is one of a hybrid nature, combining the management of a small team of Insight professionals and the ownership of one or more Wealth & Protectionproduct areas.You will also lead, manage and develop a team of financial product experts to generate revenue and commercial opportunities through the development and execution of Insight-based products and services.A key part of the role will be to work closely with the Production Manager (Star & Service Ratings) in the creation, production and delivery of a range of relevant ratings and services.Please note: this is not an IT role or a data analyst position. It requires specific knowledge and experience of UK wealth and protection products.What you’ll doEffective management of a team of Insight professionalsOversight of ratings and tables product areaActively participate in the evolution and development of the broader Insight team, fostering a collaborative and positive team environment, promoting open communication, ownership, and a growth mindset.Delegate effectively, empowering team members, and provide coaching and mentorship to develop their skills and careers.Develop and maintain an agreed strategic directional plan for Wealth & Protection.Keep up to date with developments within UK Financial Services.Maintain and develop credibility and authority as a significant thought leader within UK Financial Services.Represent Defaqto at industry forums and events in a speaking capacity and act as a Defaqto media spokesperson.Provide specialist financial product knowledge to support the development of Defaqto’s business strategy.Liaise effectively with relevant individuals to identify the future information needs of product providers, financial advisers and Defaqto’s products and services.Work closely and collaboratively with a broad range of internal departments and external clients.Work with the relevant Production Managers to manage the formulation, maintenance and development of methodologies to create Ratings, reflecting the quality of financial products and services.Identify, evaluate and develop opportunities for new Ratings, with a clear focus upon commercial viability.Support the management of the annual Ratings update cycle.What you’ll need to succeedThe capability to work effectively and collaboratively with internal and external stakeholders.Be comfortable working in a self-motivated, independent and proactive fashion, with a strong drive for results and sense of urgency.People and team management skills, to include recruitment, performance management and development.Leadership skills, to include the ability to inspire and motivate a team of experts to high levels of performance.The ability to think and act strategically.A high standard of written and verbal communication skills.Be able to demonstrate creative and critical thinking, problem solving and effective decision making.The capacity to plan and prioritise a busy workload to meet deadlines.Extensive technical knowledge related to the areas covered by the Wealth & Protection team.The capability to undertake data analysis, manipulation and interpretation, with high levels of accuracy.Excellent working knowledge of the UK retail financial services and financial advice markets - specifically within wealth and protection.QualificationsA relevant degree or equivalent intellectual ability, demonstrated through experience.Our ApproachIt’s also important that you live our values as these are fundamental to our purpose as an organisation, so be sure to Think Big, Be Bold, Own It, Team Up and Be A Star!Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.
Department
Insight & Consulting
Locations
Haddenham
Remote status
Hybrid Remote
Employment type
Full-time
Why work with us?Happy to talk flexible workingA comprehensive package of insurances bringing peace of mind for you and your loved ones Life assurance, critical illness, private medical and dental insurancePensionWith up to 10% Defaqto contributionWith the option to purchase up to an additional weekMedical Cash PlanWith the ability to flex up or downA contribution to gym or sports club membership fees or fitness equipmentAccess to a wide range of wellbeing support including EAP, mindful meditation sessions andon-site massagesA range of ‘flexible’ benefits which can be selected via our benefits platform Supportive financial advice regarding your retirement planning Social events Regular social, sports and charity events throughout the year About DefaqtoPart of Fintel plc ,Defaqto is one ofthe UK’s most trusted sources of financial product and market intelligence, supporting financial institutions, intermediaries and consumers to make smarter financial decisions.Wealth and Protection Manager (Insights)Permanent | Competitive Salary | HybridLoading application formAlready working at Defaqto?Let’s recruit together and find your next colleague.
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