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Sales Manager (Financial Advice), Bristol

£60000 - £75000 + benefits + bonuses

Senior Management opportunity to coach and develop a team of qualified Financial Planners.

The Company
 
We are delighted to represent one of the region's leading Financial Advisory firms as they look to add a Sales Manager to the business.
Well established in the market place and specialising in the provision of financial advice to both private and corporate clients, are based on the outskirts of Bristol 
An attractive salary, OTE bonuses and benefits package
The businesses' recognition by Investors in People underlines the company ethos of employee support, career development and well-being.
The company provide holistic, tailored Financial Advice to both individual and corporate clients across the United Kingdom.
 
 
The Role
 
  • You will be responsible for managing a small team of qualified, regulated Financial Advisers
  • The Advisers are responsible for providing financial advice across a wide geographical area 
  • You will work closely with the administration department to ensure all objectives are met
  • You will be expected to develop and maintain a good working relationship with the Corporate Advice Team to maximise opportunities for the Private Client Advisers
  • You will develop objectives, business plans and targets for the individual members of the team and deliver results as agreed with the Regional Manager
  • Responsible for developing, coaching and motivating the Advisers ensuring performance targets and company standards within the FCA regulatory framework are achieved, and undertaking performance assessments throughout the year
  • 1-2-1 reviews
  • Ensure delivery of Personal Development Analysis, the company’s Training & Competence Scheme and monitoring of Advisers CPD
  • Responsible for your own Continuing Professional Development 
  • Help with recruiting and retaining new and existing Financial Advisers
  • Managing a number of key clients and assist advisers with pitching for new business
 
About You
 
  • Minimum 5 years’ experience in a managerial/advisory role
  • Competent Adviser Status – Diploma in Financial Planning
  • Proven success as a business leader with commercial and organisational awareness
  • Excellent knowledge and practical experience of advisory process within financial services
  • Strong leadership, coaching and management skills

 

 

Location: 
Bristol
Job Role: 
Employment type: 
Employed (Full Time)
Sector: 
Financial Planning
Reference Number: 
JR-846