At a Glance
- Tasks: Lead and coach a team of Financial Advisers to achieve outstanding performance.
- Company: Well-established independent financial advisory firm with a supportive culture.
- Benefits: Competitive salary, quarterly bonuses, and generous holiday allowance.
- Other info: Flexible working and excellent career growth opportunities.
- Why this job: Make a real impact by developing others in a client-focused environment.
- Qualifications: Level 4 Diploma in Regulated Financial Advice and proven coaching experience.
The predicted salary is between 60000 - 75000 € per year.
Are you an experienced leader in financial services with a passion for developing others and driving performance? My client is seeking a Senior Manager to lead a team of Financial Advisers across varying levels of experience — from newly qualified professionals to seasoned experts. In this dynamic and high-impact role, you’ll bring strategic insight, strong coaching ability, and a motivational leadership style to help your team thrive in a regulated, client-focused environment.
My client is a well-established, independent financial advisory firm known for its supportive culture, professional development, and client-first ethos. With flexible working and a collaborative environment, it’s a place where careers thrive. As Senior Manager, you’ll oversee performance, regulatory compliance, and development across a team of Financial Advisers. Through one-to-one coaching, client observation, data analysis, and strategic planning, you'll enable your team to deliver outstanding financial advice and client service.
- Level 4 Diploma in Regulated Financial Advice (DipPFS) – essential
- Proven experience managing and coaching Financial Advisers
- Strong commercial acumen and results-driven mindset
- Take ownership of team performance against business goals
- Drive training initiatives and maintain high compliance standards
Competitive salary + quarterly performance bonus ~25 days holiday (rising to 30 with service)
Sales Director, Retail Planning employer: IDEX Consulting Ltd
As a well-established independent financial advisory firm, we pride ourselves on fostering a supportive culture that prioritises professional development and a client-first ethos. Our flexible working arrangements and collaborative environment empower our employees to thrive, making it an ideal place for those looking to grow their careers while making a meaningful impact in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Sales Director, Retail Planning
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company culture and values. Since our client is all about a supportive environment, think about how your leadership style aligns with their ethos and be ready to share examples of your coaching success.
✨Tip Number 3
Showcase your results-driven mindset! Be ready to discuss specific achievements from your past roles, especially those that highlight your ability to drive performance and compliance within a team of Financial Advisers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way in landing that dream job.
We think you need these skills to ace Sales Director, Retail Planning
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Sales Director role. Highlight your leadership experience, coaching abilities, and any relevant financial services background to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share your passion for developing others and driving performance. Tell us why you’re excited about this role and how you can contribute to our supportive culture.
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've driven team performance or improved compliance standards in previous roles to demonstrate your impact.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Numbers
As a Sales Director, you'll need to demonstrate your commercial acumen. Brush up on key financial metrics and be ready to discuss how you've driven performance in previous roles. Use specific examples to show how your strategic insight has led to measurable results.
✨Showcase Your Coaching Skills
This role requires strong coaching abilities, so prepare to share your approach to developing others. Think of a time when you successfully coached a Financial Adviser to improve their performance. Highlight the techniques you used and the outcomes achieved.
✨Emphasise Compliance Knowledge
Given the regulated environment, it's crucial to convey your understanding of compliance standards. Be prepared to discuss how you've ensured regulatory compliance in past roles and how you plan to maintain these standards within your team.
✨Align with Their Culture
Research the company's supportive culture and client-first ethos. During the interview, express how your leadership style aligns with their values. Share examples of how you've fostered a collaborative environment and supported your team's professional development.
