Financial Planning Sales Manager - Essex, United States - IDEX Consulting
Description
You are here: > Financial Planning Sales Manager * Salary: per annum + flexible working
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Sector: Financial Services
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Salary: per annum + industry leading commission
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Sector: Financial Services
Description: An excellent opportunity has arisen for an experienced Financial Adviser to join a highly successful, Scottish IFA practice with offices in Glasgow and Edinburgh
Salary: per annum
Location: Peterborough, Cambridgeshire
Sector: Financial Services
Description: Wealth Advisor wanting to move into a leadership & coaching role with a leading, top tier wealth management firm.
**Financial Planning Sales Manager**
Salary: per annum
Location: Leeds, West Yorkshire
Sector: Financial Planning
Job type: Permanent
Date posted: 26 Oct 2021
Job reference: 36495a
My client is a national financial planning firm and they are current looking for an experienced Sales Manager to lead a team of 16 Financial Planners in the Yorkshire and Midlands regions.
The successful candidate will be responsible for management and development of Financial Planners with the focus of this role being leadership, business growth and supporting delivery of business plan.
**Key Responsibilities/ Accountabilities/ Scope of role:**
Management of a team of Financial Planners
Act as a role model to encourage open and constructive relationships whilst mentoring others to build effective internal and external relationships
Embody leadership characteristics to inspire and motivate both immediate team and people in the wider organisation
Support and lead and manage local initiatives and events
Partner with the senior leadership team to help develop employees as well as identifying and nurturing talent
Contribute to the development of a diverse workforce
Support recruitment of high-quality Financial Planners to maintain and grow the business in line with business plan. This will include Interviewing and overseeing, assessment of candidates and decision on most suitable candidates
Contribute to a culture of service excellence and continuous improvement in processes and business results
Encourage an environment where new ideas, creative solutions and innovation are valued
Build and maintain mutually beneficial, trust based internal and external relationships with key stakeholders
Resolve disagreements and operational problems that impact on the effectiveness of the team using appropriate methods to ensure fair outcomes for all parties
Ensure any MI required is collated and reported where required
Monitor business production and embedded client contact and sales strategy
Oversight of employment contractual arrangements and performance appraisals
The candidate
Effective, commercial experience in managing a team of Financial Planners
A sound understanding of the end-to-end advisory process
Team management experience
Knowledge and understanding of the competitor market
Demonstrate excellence, understanding of and experience of the environments of investments, financial planning, investment consulting, legal/regulatory and advice implementation structures development
For more information please contact Graeme Hyland on or email
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Location: Leeds, West Yorkshire
Sector: Financial Services
Description: My client is a national financial planning firm and they are current looking for an experienced Sales Manager to lead a team of 16 Financial Planners in the Yorkshire and Midlands regions