At a Glance
- Tasks: Lead and support a team of Financial Advisors to exceed targets and ensure client satisfaction.
- Company: Join a growing independent financial planning firm with a focus on inclusivity and wellbeing.
- Benefits: Earn up to £90,000 plus bonuses, with great perks like pension and health plans.
- Other info: Dynamic role with travel opportunities and a strong emphasis on employee wellbeing.
- Why this job: Make a real impact in financial planning while enjoying a flexible remote work environment.
- Qualifications: 3+ years in sales management within financial planning; Level 4 Diploma preferred but not essential.
The predicted salary is between 90000 - 90000 £ per year.
This remote based Regional Sales Manager job covering the North of England provides opportunity to join a national independent financial planning firm, that is continuing to grow through organic growth and acquiring IFA client banks. You will be responsible for a team of employed Financial Advisors, providing support to them to ensure they achieve and exceed their targets. In addition, you will be responsible for implementing the businesses training and competence scheme to your Financial Advisors, providing development and training on individual and team level where appropriate.
As the business is active in undertaking acquisitions, you will be involved in integrating acquisitions into the team and ensuring excellent client, vendor and business satisfaction. Comprehensive job description available listing your full responsibilities across strategy, management, T&C, compliance and consumer duty. Due to the nature of this role, this role will obviously include travel, visiting your team of Financial Advisors, plus undertaking recruitment and management meetings.
Regional Sales Manager Requirements- You should have 3+ years' experience as a Sales Manager within Financial Planning industry, leading a team of Financial Advisors
- Ideally you should hold your Level 4 Diploma in Financial Planning or equivalent, however not essential
- You must be enthusiastic for your profession; be forward thinking; do the right thing and actively care for your clients and colleagues
This growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal based financial planning for clients. The business is keen to build a great place to work, with a friendly team that is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously.
Regional Sales Manager Benefits- Salary of up to £90,000 plus bonus based on performance and personal objectives
- Plus company benefits including pension, life assurance, group income protection, health cash plans and salary exchanges
- Excellent ongoing employee well being programmes
- Remote based role with need to travel to perform duties for the role
