Financial Planning Sales Manager

ZipRecruiter; Leicester; On-site; GBP 40,000 - 65,000; Full time

Job summary

A growing IFA firm seeks a dynamic Financial Planning Sales Manager to enhance sales and marketing activities. The ideal candidate will lead and coach a team of advisers while enjoying benefits like 25 days holiday, performance-related bonuses, and a modern working environment with excellent facilities.

Benefits

Salary negotiable plus performance-related bonus

25 days holiday plus bank holidays

Modern office with free secure parking

Access to kitchen, dining, and gym facilities

Regular paid team events

Qualifications

• Skilled in generating and executing sales/marketing strategies.
• Confident in building strong working relationships.
• Ability to operate effectively as a Financial Adviser.

Responsibilities

• Drive business activities and coach Financial Advisers to generate business.
• Lead sales and marketing projects with oversight of a team of 6 - 8 IFAs.
• Work on exciting sales and marketing initiatives.

Skills

Sales generation

Marketing strategy execution

Relationship building

Education

Level 4 Diploma in Financial Planning

Job description

Job Description

This Financial Planning Sales Manager is an opportunity to join a growing IFA firm who are seeking an individual skilled in driving business activities and coaching Financial Advisers to generate business themselves.

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

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