At a Glance
- Tasks: Drive business generation and coach Financial Advisers to boost sales.
- Company: Growing IFA firm focused on innovation and professional connections.
- Benefits: Competitive salary, flexible working hours, and career development opportunities.
- Other info: Exciting environment with opportunities for personal and professional growth.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Experience in sales and coaching, with strong communication skills.
The predicted salary is between 43200 - 72000 £ per year.
This Financial Planning Sales Manager is an opportunity to join a growing IFA firm who are seeking an individual skilled in driving business generation activities and coaching Financial Advisers to generate business themselves.
Our client is looking to increase their levels of sales and marketing activities, to promote their services, build new and existing professional connections. They require a hands-on Financial Planning Sales Manager who can lead from the front.
The business is openminded whether you would be a Financial Adviser in your own name or whether you would distribute the enquiries to the IFAs within the team.
In this role, you would have some oversight of their team of 6 - 8 IFAs, however the bulk of the compliance responsibilities would be undertaken by the in-house Compliance Manager.
This is an exciting, niche role providing opportunity to work on lots of exciting sales and marketing projects and see your efforts come to life.
Financial Planning Sales Manager Requirements
- You must be skilled in generating and executing sales / marketing strategies that generate new clients
- You should be confident working with professional connections and building strong working relationships
- Individuals holding Level 4 Diploma in Financial Planning would be beneficial, but not essential
- Our client would be open to individuals from outside financial planning industry, subject to having good knowledge of what a Financial Adviser does and being able to operate effectively within this role
- Leadership experience would be beneficial
The Company
Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business.
Financial Planning Sales Manager Benefits
- Salary negotiable plus performance related bonus scheme
- 25 days holiday plus bank holidays
- Mainly working from their modern office, which has free, secure parking on site, plus full kitchen, dining and gym facilities
- Working within a business that is passionate about helping their clients
- Regular paid team events through the year to get involved in
Locations
Leicestershire
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Financial Planning Sales Manager in Blaby employer: Premier Jobs UK Limited
Join a forward-thinking national financial planning firm that champions a fully remote work culture, allowing you to balance your professional and personal life seamlessly. With a focus on employee growth, you'll have access to ongoing training and development opportunities while collaborating with high-performing Financial Planners on complex client cases. Experience a supportive environment that values innovation and excellence, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Sales Manager in Blaby
✨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 Premier Jobs UK Limited. 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 Financial Planning Sales Manager in Blaby
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 Premier Jobs UK Limited.
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 Premier Jobs UK Limited'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 Premier Jobs UK Limited
✨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 Premier Jobs UK Limited.
✨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 Premier Jobs UK Limited 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 Premier Jobs UK Limited 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.
