Job Title: Financial Planning Manager
Location: Leicester
Salary: up to £60,000 + OTE
Benefits:
* Competitive salary and performance-based incentives
* 25 days holiday plus bank holidays
* Generous non-contributory group pension scheme, commencing after three months of continuous service
* Free death in service benefit after successful completion of probation (subject to qualifying criteria)
* Modern offices with full kitchen, dining facilities, gym, and free parking
* Opportunities for professional growth and development, including support for chartered status
* Collaborative and supportive work environment
* Opportunity to make a significant impact in a respected independent financial advice firm
NJR Recruitment is partnering with a highly regarded firm of Independent Financial Planners known for delivering bespoke, client-focused financial solutions. This firm values integrity and excellence. As part of their growth, they are looking to appoint a dynamic and experienced Financial Advice Manager to lead and develop their sales strategy and team.
Role Overview:
The successful candidate will proactively develop and execute strategic marketing initiatives, focusing on building professional connections and generating new business. They will lead a team of experienced Financial Planners to drive growth and enhance business opportunities.
Key Responsibilities:
* Identify and pursue new business opportunities through professional networking and relationship building.
* Lead by example in implementing marketing and sales strategies with the adviser team.
* Collaborate with marketing, product development, and compliance teams for cohesive strategies.
* Maintain and strengthen relationships with existing clients to ensure satisfaction and retention.
* Assist in recruiting and training new financial advisers.
* Analyze market trends, competitors, and client needs to inform strategies.
* Prepare and present sales reports, forecasts, and performance metrics to senior management.
Essential Qualifications and Skills:
* Proven experience in developing and executing marketing strategies within financial services
* Proficiency in building professional connections
* Level 4 Diploma in Financial Planning or equivalent
* Degree in Business, Finance, Marketing, or related field (advantageous)
* Strong understanding of financial products and services
* Excellent leadership and management skills
* Strong communication, negotiation, interpersonal skills
* Data analysis and trend identification abilities
* Proficiency in CRM software and Microsoft Office Suite
If interested, apply online or contact one of our specialist recruiters quoting reference NJR15769.
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