At a Glance
- Tasks: Generate leads and book appointments for financial advisers while building your knowledge in financial services.
- Company: Join a growing financial services business focused on developing future advisers.
- Benefits: Salary of £30,000–£35,000, funded qualifications, and uncapped commission.
- Other info: Exciting opportunity to grow within a supportive and ambitious team.
- Why this job: Kickstart your career in financial advice with clear progression and professional development.
- Qualifications: Sales experience and strong communication skills are essential.
The predicted salary is between 30000 - 35000 £ per year.
Excellent Opportunity | Funded R01 & R04 qualifications | Clear progression into financial advice | Uncapped earning potential
If you have sales experience and want to build a long-term career in financial services, this Sales Executive role offers a structured route into financial advice, with R01 and R04 qualifications funded from the outset.
You’ll join a growing financial services business where your initial focus will be generating and qualifying opportunities for financial advisers.
With a clear progression route into CRM and Junior Advisor positions, this role is designed for someone who wants to develop their career rather than simply move into another sales position.
Package & Benefits
- R01 and R04 qualifications fully funded, with a targeted qualification path within 6–8 weeks.
- Uncapped commission.
- Clear progression into CRM and Junior Advisor roles.
About the Company
You’ll join an established financial services business providing advice across pensions, investments and retirement planning.
The business is focused on developing future advisers internally, giving ambitious sales professionals the opportunity to build their technical knowledge, gain recognised qualifications and progress their careers within financial services.
Key Responsibilities
- Make outbound calls to prospective customers and discuss their existing pension arrangements.
- Identify suitable opportunities for pension reviews and generate qualified leads.
- Book qualified appointments for financial advisers.
- Build knowledge of pensions, financial services and the advice process alongside professional qualifications.
- Manage conversations confidently, handle objections and identify genuine customer opportunities.
About You We’re looking for someone with a proven sales background who is motivated by targets and wants to build a career in financial services.
You’ll ideally have
- At least one year’s sales experience, ideally within a high-volume outbound environment.
- Experience working within a regulated financial services environment.
- Confidence handling objections and converting leads.
- Strong communication skills and the ability to build rapport quickly.
- A genuine interest in developing towards a career in financial advice.
If you’re looking to use your sales experience as a stepping stone into financial advice, this
Sales Executive role offers a clear development path, funded professional qualifications and uncapped earning potential.
Contact Fintelligent for more information or a confidential discussion.
JL_FIN
Sales Executive in Manchester employer: Fintelligent Careers
Join a dynamic financial services group that offers the unique opportunity to lead and build a new insurance division from the ground up. With a strong emphasis on entrepreneurial freedom, you will benefit from an established client network, comprehensive support, and a meaningful equity opportunity, all within a culture that fosters growth and innovation. This role not only allows for strategic leadership but also positions you at the forefront of creating long-term value in the commercial and real estate insurance sectors.
StudySmarter Expert Advice🤫
We think this is how you could land Sales Executive in Manchester
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Fintelligent Careers. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Fintelligent Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Fintelligent Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Sales Executive in Manchester
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Fintelligent Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Fintelligent Careers how you can be a team player!
How to prepare for a job interview at Fintelligent Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Fintelligent Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Fintelligent Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
