Sales Executive - Financial Services in Manchester

Sales Executive - Financial Services in Manchester

Manchester Full-Time 28157 - 34414 £ / year (est.) Home office (partial)
CCA Recruitment Group

At a Glance

  • Tasks: Manage warm leads and provide tailored financial solutions to customers.
  • Company: Growing financial services business in Manchester City Centre.
  • Benefits: Competitive salary, hybrid working, healthcare plan, and career development support.
  • Other info: Join a customer-focused team with excellent growth opportunities.
  • Why this job: Earn up to £50,000 while helping customers achieve their financial goals.
  • Qualifications: Experience in financial services sales and strong communication skills required.

The predicted salary is between 28157 - 34414 £ per year.

CeMAP Qualification Fully Funded! If you don't already hold your CeMAP qualification, the company will fully fund your training and get you started straight away. Once qualified, you'll move up to the top salary of £35,154, giving you the opportunity to significantly increase your earning potential.

Location: Manchester City Centre - Hybrid after probation

Salary: £27,415 without CeMAP, £35,154 with CeMAP qualification.

OTE: £41,000 typical / up to £50,000

Hours: Full-time, 35 hours per week (Standard office hours, Mon - Fri)

Hybrid: Office based during probation period, then minimum 3 days per week in the office following successful completion of probation.

We're currently recruiting for an exciting opportunity with a growing financial services business based in Manchester City Centre. This is a fantastic opportunity for an experienced advised sales professional looking to develop their career within the financial services and lending sector.

You’ll be joining a customer-focused team where you’ll manage warm leads, understand customers' individual circumstances and provide tailored solutions, while working within a highly regulated environment.

The Role

  • Manage and convert leads across multiple channels.
  • Speak with customers to understand their individual needs and circumstances.
  • Provide tailored recommendations and deliver a high level of customer service.
  • Work towards and consistently achieve agreed sales, service and performance targets.
  • Ensure all customer interactions comply with FCA regulations and responsible lending requirements.
  • Follow company policies, procedures and regulatory guidelines.
  • Maintain high standards of professionalism and ethical conduct.
  • Take ownership of your performance and strive to exceed agreed targets.

About You

We’re looking for candidates with previous experience in a financial services sales environment.

You’ll need:

  • At least 12 months' experience in an advised finance services sales role.
  • Experience of working in a contact centre environment.
  • A proven track record of achieving sales and performance targets.
  • Strong communication and customer service skills.
  • Excellent listening and questioning skills, with the ability to understand customer needs.
  • Good decision-making and problem-solving abilities.
  • The ability to work effectively in a fast-paced, target-driven environment.
  • A commitment to working within regulatory and compliance requirements.
  • The ability to work from the Manchester City Centre office at least 3 days per week (following probationary period).

CeMAP Qualification

CeMAP qualification is desirable, although candidates who are part-qualified or do not currently hold CeMAP will also be considered. If you don't currently hold the qualification, you'll need to demonstrate a genuine commitment to achieving it, with training and support provided.

What’s on Offer?

  • £27,415 - £35,154 basic salary, dependent on CeMAP qualification.
  • £41,000 typical OTE, with potential to earn up to £50,000.
  • Up to 25 days' annual leave + bank holidays.
  • Your birthday off every year.
  • Healthcare cash plan.
  • Contributory pension scheme with employer matching up to 5%.
  • Long service awards.
  • Cycle to work scheme.
  • Life assurance.
  • Support and training to develop your career within financial services.
  • Hybrid working available following successful completion of probation.

The Environment

This is an opportunity to join a business with a strong focus on customer outcomes, responsible lending and financial inclusion. You’ll be working within an FCA-regulated environment, so you’ll be expected to meet the relevant FCA Conduct Rules and maintain the required standards of fitness and propriety.

Please note: Successful applicants will be required to complete a credit check and DBS check as part of the recruitment process.

If you’re an experienced advised sales professional looking for your next opportunity, particularly if you’re looking to progress within financial services and develop your CeMAP qualification, we’d love to hear from you.

Sales Executive - Financial Services in Manchester employer: CCA Recruitment Group

Join a dynamic and innovative company as a Business Development Executive in the construction sector, based in Bournemouth. With a hybrid working model, competitive salary, and uncapped commission potential, you'll thrive in a supportive environment that values your contributions and fosters professional growth. Enjoy a strong benefits package, including generous holiday allowances and access to 24/7 GP services, while building long-term partnerships and driving meaningful change in the industry.

CCA Recruitment Group

Contact Details:

CCA Recruitment Group Recruitment Team

We think you need these skills to ace Sales Executive - Financial Services in Manchester

CeMAP Qualification
Sales Experience in Financial Services
Customer Service Skills
Communication Skills
Listening Skills
Questioning Skills
Decision-Making Skills