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- Tasks: Lead sales and marketing initiatives while coaching a team of Financial Advisers.
- Company: Join a dynamic IFA firm dedicated to providing independent financial advice.
- Benefits: Enjoy a negotiable salary, performance bonuses, 25 days holiday, and modern office perks.
- Why this job: Be part of exciting projects and a supportive team culture focused on client success.
- Qualifications: Sales and marketing experience is key; Level 4 Diploma in Financial Planning is a plus.
- Other info: Flexible candidates from outside the financial sector are welcome to apply.
The predicted salary is between 43200 - 72000 £ per year.
This Financial Planning Sales Manager is an opportunity to join a growing IFA firm who are seeking an individual skilled in driving business generation 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 open-minded 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.
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.
Leicestershire.
Financial Planning Sales Manager employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Sales Manager
✨Tip Number 1
Network actively within the financial services industry. Attend local events, seminars, and workshops to meet potential clients and other professionals. Building strong relationships can help you generate leads and establish your credibility.
✨Tip Number 2
Familiarise yourself with the latest trends in financial planning and sales strategies. This knowledge will not only enhance your discussions with potential employers but also demonstrate your commitment to staying ahead in the industry.
✨Tip Number 3
Consider reaching out to current or former employees of the firm to gain insights into their culture and expectations. This can provide you with valuable information that can help you tailor your approach during interviews.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully generated business or coached others in a sales environment. Highlighting your leadership experience and results-driven mindset will make you a more attractive candidate for this role.
We think you need these skills to ace Financial Planning Sales Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in sales and marketing strategies, particularly those that have generated new clients. Include any leadership roles you've held and how they relate to the Financial Planning Sales Manager position.
Craft a Compelling Cover Letter: In your cover letter, emphasise your ability to build professional connections and your understanding of the financial planning industry. Mention specific examples of how you've successfully driven business generation activities in previous roles.
Showcase Relevant Skills: Clearly outline your skills in coaching and mentoring Financial Advisers. If you have a Level 4 Diploma in Financial Planning or relevant experience from outside the industry, make sure to highlight this as it could set you apart from other candidates.
Follow Up: After submitting your application through our website, consider sending a polite follow-up email after a week or two. This shows your enthusiasm for the role and keeps you on their radar.
How to prepare for a job interview at Premier Jobs UK Limited
✨Showcase Your Sales Strategy Skills
Be prepared to discuss specific sales and marketing strategies you have successfully implemented in the past. Highlight how these strategies generated new clients and contributed to business growth.
✨Demonstrate Leadership Experience
Since the role involves overseeing a team of IFAs, share examples of your leadership experience. Talk about how you've motivated teams, resolved conflicts, and driven performance in previous roles.
✨Build Rapport with Interviewers
Establishing strong professional connections is key in this role. Use the interview to demonstrate your ability to build rapport. Engage with your interviewers, ask questions, and show genuine interest in their experiences.
✨Understand the Financial Adviser's Role
Even if you're coming from outside the financial planning industry, ensure you have a solid understanding of what a Financial Adviser does. Be ready to discuss how your skills can translate into this role and support the team effectively.
