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- Tasks: Drive business generation and coach Financial Advisers to boost sales.
- Company: Join a growing IFA firm with a supportive team culture.
- Benefits: Negotiable salary, performance bonuses, 25 days holiday, and modern office perks.
- Why this job: Lead exciting sales projects and make a real impact in financial planning.
- Qualifications: Sales/marketing strategy experience; leadership skills are a plus.
- Other info: Enjoy regular team events and a collaborative work environment.
The predicted salary is between 36000 - 60000 £ 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.
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Financial Planning Sales Manager employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Sales Manager
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to people on LinkedIn. Building those relationships can open doors for you.
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers or clients, make sure to highlight your experience in driving business generation and coaching others. Share specific examples of how you've made an impact in previous roles.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out to companies you admire, like the one we're working with, and express your interest in their work. Sometimes, creating your own opportunity is the best way to land that dream job.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you stand out. Plus, applying directly can sometimes give you an edge over other candidates. So, take that step and let’s get you closer to that Financial Planning Sales Manager role!
We think you need these skills to ace Financial Planning Sales Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Sales Manager role. Highlight your experience in driving business generation and coaching, as these are key aspects of the job. We want to see how your skills align with what our client is looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your sales and marketing strategies that have worked in the past. We love seeing your personality come through!
Showcase Leadership Experience: If you've got leadership experience, flaunt it! This role requires someone who can lead from the front, so make sure to mention any relevant experiences where you've successfully managed teams or projects. We’re all about strong leaders here!
Apply Through Our Website: Don’t forget to apply through our website! It’s the easiest way for us to keep track of your application and ensures you’re considered for the role. Plus, we love seeing candidates who follow the process!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Numbers
As a Financial Planning Sales Manager, you’ll need to demonstrate your understanding of sales metrics and financial planning. Brush up on key performance indicators (KPIs) relevant to the role, and be ready to discuss how you've used data to drive business generation in the past.
✨Showcase Your Leadership Skills
This role requires someone who can lead from the front. Prepare examples of how you've successfully coached or mentored others in a sales environment. Highlight your leadership style and how it has positively impacted team performance.
✨Build Rapport with Professional Connections
Since the job involves working with professional connections, think about how you can establish rapport quickly. Prepare anecdotes that showcase your relationship-building skills and how you've leveraged these connections to generate new business.
✨Be Ready for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities in real-world situations. Think through potential challenges you might face in this role and how you would address them, especially in terms of driving sales and marketing strategies.
