Sales Director

This highly respected award-winning financial planning and discretionary investment management house, has a wealth of holistic Financial Planners and IFAs across the country. They are looking for the right person to take on this exciting and strategic role where you will have a very real opportunity to make a significant impact to the growth and success of their business. 

This is a great place to work, where people thrive and have fun doing so.  With an exceptional work environment, a dedication to providing a high-quality service, if you are a dynamic financial services manager, why would you not apply?

This is a home-based role, with regular time spent in the field with IFAs and Financial Planners and attending company offices. This a great role to truly make a difference!  

Does this describe you?

• Excelling in the recruitment, development, and revenue generation of Financial Advisers
• Guiding and inspiring a team to drive new business income growth through mentorship and motivation
• Setting and achieving objectives for growth and profitability
• Collaborating with fellow managers to ensure seamless operations while striving to enhance efficiency
• At least 5 years’ experience and able to demonstrate a strong technical knowledge, and understanding of all financial products, plans and providers, with broad knowledge and proven experience of IFA sales and systems
• Thrives in a fast-paced environment, with excellent organisational skills, and the ability to manage your own workload and meet tight deadlines
• Excellent IT, verbal and written communication skills, and an exceptional attention to detail

In this role, you will be:

• Reporting to, and assisting one of the Managing Directors with areas such as development, income generation and recruitment
• Managing and leading your team, motivating and mentoring them so they can achieve their best results possible in increasing new business income and moving the company forward
• Monitoring and achieving growth and profitability targets
• Ensuring operations run smoothly, and the team works cohesively, thus maximising efficiency

This a truly great role, where you can make a genuine difference!