Sales Manager – AL

Overview 

Do you enjoy leading and managing Independent Financial Advisers and bringing out the best in them?  As part of the regional management team, you will be responsible for the achieving your individual office revenue targets, whilst maintaining or improving profit margins and ensuring compliance to the business standards and regulatory requirements. We are looking for highly motivated individuals who want to be part of a dynamic and exciting organisation! 

You will need to be

• Happy developing objectives, business plans and targets for individuals within the team
• An adviser mentor and a coach to ensure revenue targets are met
• Delighted to work closely with Operations and Paraplanning Managers
• Implementing effective training and development programmes
• Responsible for the high risk business “sign off” process in accordance with company requirements
• Of course demonstrating behaviours that are consistent with the FCA’s Statement of Principle and Code of Practice for Approved Persons
• Dip PFS and Diploma Level 4 and JO 7 or equivalent, with previous experience working in a managerial position within financial services
• Excellent knowledge and experience of the advisory process within the financial services sector
• Ideally a background in PI or Affinity Development

They will provide you with

• State of the art training and systems
• Supportive departments to help and enable you to do your job and support your Financial Advisers
• Down to earth culture, within a major corporate company
• Excellent career options within the company