At a Glance
- Tasks: Lead and coach a team of Financial Advisers to drive growth and client success.
- Company: Dynamic wealth management firm focused on professional development and client relationships.
- Benefits: Competitive salary, benefits package, and opportunities for career advancement.
- Other info: Join a supportive team and help shape the future of wealth management.
- Why this job: Make a real impact in a leadership role within a growing financial organisation.
- Qualifications: Experience in sales management or financial advising with strong coaching skills.
The predicted salary is between 49500 - 60500 £ per year.
Location: London
Salary: £80,000 - £95,000 + Benefits
Are you an experienced Financial Adviser, Sales Manager or Sales Coach ready to take your career to the next level? Our client is a growing financial planning organisation looking for an ambitious Business Manager to help drive the development of its advisory team, strengthen client relationships and deliver sustainable growth.
The opportunity
This is a high-impact role where you'll combine leadership, coaching, business development and financial advice. You'll be responsible for:
- Coaching and developing Financial Advisers
- Helping advisers grow their client books and revenue
- Creating and driving individual business plans
- Developing professional connections and new business opportunities
- Supporting lead generation and client onboarding
- Working with Operations & Compliance to improve processes
- Helping ensure excellent client outcomes and strong regulatory standards
- Working with the leadership team on strategic business improvements
What we're looking for
- Proven experience as a Sales Manager, Sales Coach or experienced Financial Adviser
- Strong people-management and coaching skills
- Excellent financial services knowledge
- Level 6 CII/CISI qualification, or close to completion
- Strong knowledge of UK financial services regulation
- Understanding of Consumer Duty and compliance
- A track record of developing profitable professional relationships
- Excellent communication and presentation skills
- The ability to influence, motivate and build trust
Why this role?
This is an opportunity to play a key leadership role within a growing wealth management business, with real influence over adviser development, client relationships and commercial growth. If you're ready to make a bigger impact and want a role combining people, clients, leadership and business growth, we'd love to hear from you. Apply now for a confidential conversation.
Sales Manager - Wealth Management in London employer: Blakemore Recruitment Careers
As a Senior IFA Administrator in Holborn, London, you will join a dynamic team dedicated to delivering exceptional service to our esteemed private clients. Our company fosters a supportive work culture that prioritises professional growth, offering comprehensive training and the opportunity to progress towards becoming a fully qualified Paraplanner. With competitive salary packages and a range of benefits, we are committed to investing in our employees' futures, making us an outstanding employer for those seeking meaningful and rewarding careers.
Contact Details:
Blakemore Recruitment Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Sales Manager - Wealth Management in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Blakemore Recruitment Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Sales Manager - Wealth Management in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Blakemore Recruitment Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Blakemore Recruitment Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Blakemore Recruitment Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Blakemore Recruitment Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Blakemore Recruitment Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Blakemore Recruitment Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
