This Financial Planning Sales Manager is an opportunity to join a growing IFA firm who are seeking an individual skilled in driving business generation activities and coaching Financial Advisers to generate business themselves.
Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application.
Our client is looking to increase their levels of sales and marketing activities, to promote their services, build new and existing professional connections. They require a hands-on Financial Planning Sales Manager who can lead from the front.
The business is openminded whether you would be a Financial Adviser in your own name or whether you would distribute the enquiries to the IFAs within the team.
In this role, you would have some oversight of their team of 6 8 IFAs, however the bulk of the compliance responsibilities would be undertaken by the in-house Compliance Manager.
This is an exciting, niche role providing opportunity to work on lots of exciting sales and marketing projects and see your efforts come to life.
Financial Planning Sales Manager Requirements
You must be skilled in generating and executing sales / marketing strategies that generate new clients
You should be confident working with professional connections and building strong working relationships
Individuals holding Level 4 Diploma in Financial Planning would be beneficial, but not essential
Our client would be open to individuals from outside financial planning industry, subject to having good knowledge of what a Financial Adviser does and being able to operate effectively within this role
Leadership experience would be beneficial
The Company
Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business.
Financial Planning Sales Manager Benefits
Salary negotiable plus performance related bonus scheme
25 days holiday plus bank holidays
Mainly working from their modern office, which has free, secure parking on site, plus full kitchen, dining and gym facilities
Working within a business that is passionate about helping their clients
Regular paid team events through the year to get involved in
Locations
Leicestershire
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
TPBN1_UKTJ