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- Tasks: Lead a team of 5 Financial Advisers, focusing on training and performance.
- Company: Join a top Chartered Financial Planning firm in York with a strong reputation.
- Benefits: Enjoy hybrid working, 25 days holiday, pension, and a market-leading bonus.
- Why this job: Be part of a growing team that values efficiency and professional development.
- Qualifications: Experience in sales management and knowledge of FCA regulations required.
- Other info: Opportunity for significant career growth and impact in financial planning.
The predicted salary is between 52000 - 84000 £ per year.
The Company: A leading Chartered Financial Planning firm based in York looking to add an experienced Sales Manager to manage a team of 5 Independent Financial Advisers; overseeing continuous professional development and sales training as well as motoring workflows and performance/outputs of said team across new business development and referral work: Office Location: York Hybrid/Home Working: Yes – Split between home/office Package: £65-70k base DOE + bonus and full company benefits Benefits: 25 days holiday plus stats with Xmas closure on top, pension, 4xDIS on top of a full flexible benefits package Bonus: Market-leading annual bonus pushing circa £10k per-year The Role : This is a role heading up an advisory sales team who are looking to grow and expand their offering whilst streamlining their sales process. It’s a remit inclusive of T&C and Quality Assurance across the firms’ wealth planning arm with the view to raising efficiencies across their advice offering. Duties & responsibilities include: Ensure appropriate advice and sales procedures are in place for all business areas and these are followed Ensures all employees who undertake distribution activities meet the FCA expectations in terms of knowledge, ability and repute Reg…
Sales Manager employer: CB3 Associates Ltd
Contact Detail:
CB3 Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Manager
✨Tip Number 1
Familiarize yourself with the latest FCA regulations and compliance standards. This knowledge will not only help you in interviews but also demonstrate your commitment to maintaining high standards in financial advice.
✨Tip Number 2
Showcase your leadership skills by preparing examples of how you've successfully managed teams in the past. Highlight specific instances where you improved team performance or streamlined processes.
✨Tip Number 3
Network with professionals in the financial planning industry, especially those who have experience in sales management. They can provide valuable insights and may even refer you to opportunities within their networks.
✨Tip Number 4
Research the company’s current offerings and any recent news about them. Being knowledgeable about their services and goals will allow you to tailor your discussions and show that you're genuinely interested in contributing to their success.
We think you need these skills to ace Sales Manager
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Sales Manager position. Understand the key responsibilities and required skills, such as managing a team of Independent Financial Advisers and overseeing their professional development.
Tailor Your CV: Customize your CV to highlight relevant experience in sales management, team leadership, and financial planning. Use specific examples that demonstrate your ability to meet FCA expectations and improve sales processes.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your leadership style. Mention how your previous experiences align with the company's goals and how you can contribute to their growth and efficiency.
Highlight Achievements: In both your CV and cover letter, emphasize your achievements in previous roles, particularly those related to team performance, business development, and any successful training programs you've implemented.
How to prepare for a job interview at CB3 Associates Ltd
✨Understand the Company Culture
Before your interview, take some time to research the company's values and culture. This will help you align your answers with what they are looking for in a Sales Manager and demonstrate that you are a good fit for their team.
✨Showcase Your Leadership Skills
As a Sales Manager, you'll be overseeing a team of Independent Financial Advisers. Be prepared to discuss your leadership style, how you motivate teams, and any specific examples of how you've successfully managed and developed sales teams in the past.
✨Prepare for Technical Questions
Expect questions related to financial regulations and sales processes. Brush up on FCA expectations and be ready to explain how you ensure compliance and quality assurance within your team.
✨Discuss Your Approach to Continuous Development
The role emphasizes continuous professional development and training. Be ready to share your strategies for training and developing team members, as well as how you measure their performance and success in new business development.
