Financial Planning Sales Manager in LE8, Blaby, Leicestershire

Energy Jobline CVL; Leicester; On-site; GBP 100,000 - 125,000; Full time

Job summary

A financial services company in Leicester seeks a Financial Planning Sales Manager to lead sales and marketing initiatives and coach Financial Advisers. The ideal candidate will have strong sales strategy skills and a proven track record in relationship building. Key responsibilities include overseeing a small team and managing diverse projects. This role offers a negotiable salary, performance bonuses, and modern office facilities.

Benefits

Negotiable salary plus performance-related bonus

25 days holiday plus bank holidays

Modern office with free parking, kitchen, and gym

Regular paid team events

Qualifications

• Skilled in generating and executing sales/marketing strategies that generate new clients.
• Confident in building strong working relationships.
• Leadership experience would be beneficial.

Responsibilities

• Lead and drive sales and marketing activities.
• Coach Financial Advisers to generate business.
• Oversee a team of 6–8 IFAs.
• Manage diverse sales and marketing projects.

Skills

Sales strategy development

Relationship building

Leadership

Education

Level 4 Diploma in Financial Planning

Job description

Overview

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Role

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.

Responsibilities

• Lead and drive sales and marketing activities to promote services and build new and existing professional connections.
• Provide hands-on leadership and coach Financial Advisers to generate business.
• Oversee a team of 6–8 IFAs with compliance support handled by the in-house Compliance Manager.
• Manage and contribute to diverse sales and marketing projects to deliver measurable results.

Qualifications

• 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.
• 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.

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

Location

Leicestershire

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