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For Companies At a Glance
- Tasks: Drive new business growth and engage with financial professionals across Scotland and Northern Ireland.
- Company: Fintel Services, a leader in financial advice support and compliance.
- Benefits: Remote work flexibility, competitive salary, and opportunities for professional development.
- Why this job: Join a dynamic team shaping the future of financial advice and make a real impact.
- Qualifications: Significant B2B sales experience in the financial services sector and strong communication skills.
- Other info: Field-based role with travel opportunities and a focus on collaboration.
The predicted salary is between 36000 - 60000 £ per year.
At Fintel Services, we empower financial professionals with trusted tools, insights and support to shape the future of financial advice. We are looking for an experienced sales manager to drive new business growth and deliver against sales targets for our simplybiz proposition.
Essential requirements include:
- Significant B2B sales experience within the UK financial advice sector
- Experience within a national sales role covering Scotland & Northern Ireland
Simplybiz is the UK’s leading provider of compliance and business support to financial advisers, directly authorised firms, and wealth managers. As part of Fintel, our mission is to enable firms to thrive in an ever-changing regulatory and commercial environment. We combine deep market insight with powerful solutions to help advisers stay ahead, grow sustainably, and deliver great outcomes for their clients.
Role overview
Reporting directly to the Member Service and Sales Director, you will be actively involved in new IFA member recruitment, member retention, cross-functional collaboration, and contributing to the overall development of the sales team and business.
What you’ll do:
- Sales Ownership: Drive new IFA member recruitment by effectively presenting the simplybiz proposition. Retain and upgrade existing members through regular engagement, follow-ups, and relationship management. Own delivery of sales targets and KPIs. Organise and manage your diary to optimise time with potential prospects and clients. Self-generate new business leads while supporting central campaigns and marketing initiatives. Represent simplybiz at regional events, client meetings, and networking opportunities.
- Sales Process & Reporting: Ensure timely and accurate CRM updates following meetings and sales activity. Follow up on meetings with clearly defined next steps and actions. Provide monthly performance and activity reports to the Member Service and Sales Director. Support the development and implementation of national sales strategies.
- Cross-Functional Collaboration: Promote our wider service offering. Liaise with internal departments to ensure member applications and onboarding run smoothly. Contribute to marketing campaigns and sales enablement initiatives. Collaborate closely with Product, Marketing, and Customer Success teams.
- Industry Insight & Professionalism: Stay up to date with industry trends, market developments, and regulatory changes. Maintain a strong understanding of competitor activity and emerging opportunities. Share market intelligence and adviser feedback with the Member Service and Sales Director to inform broader business strategy.
What you’ll need to succeed:
- Significant experience in B2B sales within the financial services sector.
- Understanding of the financial advice landscape, regulatory challenges, and dynamics.
- Influential communicator with excellent presentation, negotiation, and relationship management skills.
- Proficiency with CRM systems.
- Proactive and resilient with high levels of personal accountability and initiative.
- Willingness to travel nationally to support events and key prospects.
Location: As this is a field-based role covering Scotland and Northern Ireland, you’ll be on a remote working contract with expectations to travel within both regions.
Right to work: Applicants must already hold a legal right to work in the UK without time restrictions. We are currently unable to provide Skilled Worker visa sponsorship.
National Sales Manager (IFA Firms) in Glasgow employer: Fintel Services
Contact Detail:
Fintel Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land National Sales Manager (IFA Firms) in Glasgow
✨Tip Number 1
Network like a pro! Attend industry events and connect with potential employers or clients. Remember, it's all about building relationships, so don’t be shy to introduce yourself and share your passion for the financial advice sector.
✨Tip Number 2
Be proactive in your job search. Instead of waiting for job postings, reach out directly to companies you admire, like Fintel Services. Show them how your experience aligns with their mission and how you can contribute to their growth.
✨Tip Number 3
Prepare for interviews by researching the company and its services. Understand their simplybiz proposition inside out, and think about how you can drive new business growth. Tailor your answers to reflect their values and goals.
✨Tip Number 4
Follow up after interviews with a thank-you note. It’s a simple gesture that shows your appreciation and keeps you on their radar. Plus, it’s a great opportunity to reiterate your enthusiasm for the role and the company!
We think you need these skills to ace National Sales Manager (IFA Firms) in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of National Sales Manager. Highlight your B2B sales experience in the financial advice sector and any relevant achievements that showcase your ability to drive new business growth.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for Fintel Services. Mention your understanding of the financial advice landscape and how you can contribute to the simplybiz proposition.
Showcase Your Communication Skills: As an influential communicator, it's essential to demonstrate your presentation and relationship management skills in your application. Use clear and concise language, and don’t shy away from sharing examples of successful negotiations or client engagements.
Apply Through Our Website: We encourage you to apply through our website for a seamless application process. It’s the best way for us to receive your application and ensure it gets the attention it deserves!
How to prepare for a job interview at Fintel Services
✨Know Your Numbers
Before the interview, brush up on your sales metrics and achievements. Be ready to discuss specific figures related to your past performance in B2B sales, especially within the financial services sector. This will show that you not only understand the importance of targets but also have a proven track record.
✨Understand the Simplybiz Proposition
Dive deep into what the simplybiz proposition entails. Familiarise yourself with their services and how they support financial advisers. Being able to articulate how you can drive new IFA member recruitment and retain existing members will demonstrate your commitment and understanding of the role.
✨Showcase Your Networking Skills
Since this role involves representing simplybiz at regional events and client meetings, be prepared to discuss your networking strategies. Share examples of how you've successfully built relationships in the past and how you plan to leverage those skills to enhance member engagement.
✨Stay Current with Industry Trends
Make sure you're up to date with the latest trends and regulatory changes in the financial advice landscape. Bring insights to the table during your interview about competitor activity and emerging opportunities. This will highlight your proactive approach and industry knowledge, which are crucial for success in this role.
