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Financial Advice Review

Sales Manager

Apply Online or search for other Ifa - independent advice jobs in Somerset

Financial Services Sales Manager - Cambridge

Sales Manager - Bath // Somerset

Our client is is a highly successful National IFA firm, they are currently looking to recruit a Senior Manager to join their team in the Bath location who will be responsible for leading and managing a team of Independent Financial Advisers.

The successful candidate will:
•    Have previous experience working in a managerial position within the financial services sector
•    Have achieved Competent Advisor Status – Dip PFS and Diploma Level 4 and JO 7 or equivalent
•    Have excellent knowledge and experience of the advisory process within the financial services sector
•    Have a strong background in PI or Affinity Development
The role will involve:
•    Developing objectives, business plans and targets for individuals within the team
•    Developing, coaching and mentoring advisors to ensure targets are met
•    Taking overall responsibility for the achieving revenue targets
•    Working closely with Operations Managers and Paraplanner Managers to ensure office targets are met
•    Implementing effective training and development programmes
•    Responsibility for the high risk business “sign off” process in accordance with company requirements
•    Demonstrating behaviours that are consistent with the FCA’s Statement of Principle and Code of Practice for Approved Persons
In return we will offer a fantastic office environment, a great team of people to work alongside and a reputation that we believe speaks for itself.

As importantly we offer the following:Basic Salary up to £85,000
•    Basic holiday entitlement of 25 days plus bank holidays (this increases with service and you can also buy extra days in our holiday purchase scheme)
•    Contributory Pension Scheme
•    Participation in the Company’s Flexible Benefits Scheme. You will also receive £500 per annum towards the cost of Private Medical Insurance
•    Death in Service – 4 x basic salary
•    Training and professional qualification support
•    Opportunities for career progression - we strive to reward your loyalty with professional development
•    Employee Assistance Programme – offering support to colleagues via telephone and online


Does this sound good to you? If so, we want to hear from you!  

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