National Sales Manager (IFA Firms)

Fintel Services; Remote; GBP 50,000 - 70,000; Full time

Job summary

A financial services firm is seeking an experienced sales manager based in the UK to drive new business growth while managing member relationships. This field-based position focuses on the recruitment and retention of IFA members across Scotland and Northern Ireland. Ideal candidates will have significant B2B sales experience in the financial sector and be skilled in communication, negotiation, and relationship management. The role also involves working collaboratively with various teams and a strong understanding of the financial advice landscape.

Qualifications

• Significant experience in B2B sales within the financial services sector.
• Understanding of the financial advice landscape, regulatory challenges, and dynamics.
• Willingness to travel nationally for events and prospects.

Responsibilities

• Drive new IFA member recruitment by presenting the simplybiz proposition.
• Retain existing members through engagement and relationship management.
• Provide monthly performance reports to the Member Service and Sales Director.
• Collaborate with internal departments for smooth member onboarding.
• Stay updated with industry trends and share market intelligence.

Skills

B2B sales experience

Excellent presentation skills

Negotiation skills

Relationship management

Proficiency with CRM systems

Job description

At Fintel Services, we empower financial professionals with trusted tools, insights and support to shape the future of financial advice.

We are looking for an experienced sales manager to drive new business growth and deliver against sales targets for our simplybiz proposition. Essential requirements include :

• Significant B2B sales experience within the UK financial advice sector
• Experience within a national sales role covering Scotland & Northern Irelan d

simplybiz is the UK’s leading provider of compliance and business support to financial advisers, directly authorised firms, and wealth managers. As part of Fintel, our mission is to enable firms to thrive in an ever-changing regulatory and commercial environment. We combine deep market insight with powerful solutions to help advisers stay ahead, grow sustainably, and deliver great outcomes for their clients.

Role overview

Reporting directly to the Member Service and Sales Director, you will be actively involved in new IFA member recruitment, member retention, cross-functional collaboration, and contributing to the overall development of the sales team and business.

Internally, this job is called National Sales and Development Manager.

What you'll do

1. Sales Ownership

• Drive new IFA member recruitment by effectively presenting the simplybiz proposition.
• Retain and upgrade existing members through regular engagement, follow-ups, and relationship management.
• Own delivery of sales targets and KPIs.
• Organise and manage your diary to optimise time with potential prospects and clients.
• Self-generate new business leads while supporting central campaigns and marketing initiatives.
• Represent simplybiz at regional events, client meetings, and networking opportunities.

2. Sales Process & Reporting

• Ensure timely and accurate CRM updates following meetings and sales activity.
• Follow up on meetings with clearly defined next steps and actions.
• Provide monthly performance and activity reports to the Member Service and Sales Director.
• Support the development and implementation of national sales strategies.

3. Cross-Functional Collaboration

• Promote our wider service offering.
• Liaise with internal departments to ensure member applications and onboarding run smoothly.
• Contribute to marketing campaigns and sales enablement initiatives.
• Collaborate closely with Product, Marketing, and Customer Success teams.

4. Industry Insight & Professionalism

• Stay up to date with industry trends, market developments, and regulatory changes.
• Maintain a strong understanding of competitor activity and emerging opportunities.
• Share market intelligence and adviser feedback with the Member Service and Sales Director to inform broader business strategy.

What you'll need to succeed

• Significant experience in B2B sales within the financial services sector.
• Understanding of the financial advice landscape, regulatory challenges, and dynamics.
• Influential communicator with excellent presentation, negotiation, and relationship management skills.
• Proficiency with CRM systems.
• Proactive and resilient with high levels of personal accountability and initiative.
• Willingness to travel nationally to support events and key prospects.

Location

As this is a field-based role covering Scotland and Northern Irelandyou'll be on a remote working contract with expectations to travel withinboth regions.

Right to work

Applicants must already hold a legal right to work in the UK without time restrictions. We are currently unable to provide Skilled Worker visa sponsorship.