At a Glance
- Tasks: Lead and grow the Mortgage and Equity Release teams while mentoring remote advisers.
- Company: Independent Financial Advice firm with a focus on growth and innovation.
- Benefits: Competitive salary with uncapped earnings, remote work flexibility, and professional development opportunities.
- Other info: Join a supportive environment that values self-improvement and collaboration.
- Why this job: Make a real impact in a dynamic industry while leading a passionate team.
- Qualifications: Must have CeMAP & CeRER qualifications and extensive remote managerial experience.
The predicted salary is between 43200 - 57600 £ per year.
Job Description
Basic to £48,000
OTE £57-60,000 (uncapped)
Our client is an Independent Financial Advice (IFA) firm specialising in pensions retirement planning, savings, investments, mortgages, equity release and protection.
As part of the growth of their mortgage and equity release business they are seeking to appoint a suitability qualified Sales & Development manager whose role will be to lead and drive the growth of both their Equity Release and Mortgage teams.
Working remotely the successful candidate will possess a strong analytical approach to the sales process and compliance to ensure each opportunity is maximized within a compliant customer led approach.
They will be able to demonstrate the ability to work remotely with phone-based advisers, providing support through effective mentoring and leadership via extensive call listening and providing effective and constructive feedback.
Requirements
- Extensive remote managerial and leadership experience (Min 2 years)
- Experienced in providing training, support and mentoring within a virtual environment.
- CeMAP & CeRER qualified.
- Whole of market mortgage/ER experience including use in one or more sourcing systems
- Able to demonstrate a strong understanding of the protection market with a demonstrable track record of managing advisers.
- Ability to lead by example and demonstrate what good looks like within both sales and the sales process.
- Strong communication skills both written and verbal.
- A high degree of confidence and ability to influence people.
- Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint) with experience of working with CRM systems.
- Can do attitude, leading by example, shares knowledge and welcomes feedback, creates opportunities and is passionate about self-improvement.
If you believe that you have the experience and qualifications, we are seeking please forward an up-to-date CV in confidence to us today.
Please note.
It is Knight Temples Recruitment’s policy, that we to respond to all applications within three working days. If your application is not taken forward by us your details will not be retained unless you specifically request us to do so.
Knight Temple Recruitment is a Recruitment Agency and is advertising this vacancy on behalf of one of its clients.
Sales Manager (Mortgage and Equity Release) in Bristol employer: Knight Temple Recruitment
As an Independent Financial Advice firm, we pride ourselves on fostering a supportive and dynamic work culture that empowers our employees to excel in their roles. With a focus on professional development, we offer extensive training and mentoring opportunities, ensuring that our Sales Managers thrive in a remote environment while driving the growth of our Mortgage and Equity Release teams. Join us for a rewarding career where your contributions are valued, and you can make a meaningful impact in the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Sales Manager (Mortgage and Equity Release) in Bristol
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Knight Temple Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Sales Manager (Mortgage and Equity Release) in Bristol
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Knight Temple Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Knight Temple Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Knight Temple Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Knight Temple Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Knight Temple Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Knight Temple Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
