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Welcome to North Oak Recruitment, dedicated to delivering what we promise - a quality recruitment service. Whether you are a financial services company looking to recruit staff, or whether you are an individual looking for your next career move within financial services, you can rest assured that you will be in the safe hands of an expert, trained and experienced in managing all of your recruitment needs and putting your interests first.  Call us now for Financial Services vacancies.
 
   
 
   
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Sales Manager Director Designate
Salary Area Job Ref Consultant Sector
Very competitive Nottinghamshire AL834 Angela Liscombe Sales Manager

Description

Sales Manager Director Designate

Midlands (Our Ref AL834)

Very Competitive salary, dependent on experience. Excellent employee benefits.

 

My client is a leading independent financial advisory firm; they are visionary, innovative industry-respected providers of holistic, long term financial management solutions for clients living in the UK, returning to the UK or coming to the UK for the first time.

They now have a newly created and exciting opportunity for a Sales Manager Director Designate to join their Senior Management Team.  Reporting to the Managing Director, this role offers the opportunity to influence the growth of the organisation and, as this is a new role, to make it your own.

The ideal candidate:

·         Will be CF30 registered

·         CII Diploma level 4 qualified

·         ILM Level 4 Diploma in Management or equivalent preferred

·         A natural leader, determined and driven who exhibits an energetic and influencing style

·         Enthusiastic, with a talent for keeping others motivated and on track towards the achievement of the organisations sales strategy, whilst adhering to the advice proposition and process. 

·         Will work tenaciously to resolve problems, combining accuracy with quick thinking and will be driven by the end results.

·         A minimum of 5 years management experience with a proven track record of managing successful teams is required

·         Financial services experience which should have been gained within an IFA and/or Wealth Management environment.

·         A good knowledge of platforms and providers will be an advantage

·         Located near to or within easy commutable distance of Mansfield, Nottinghamshire.

 

Key Responsibilities and Accountabilities:

·         To contribute to, and own the sales strategy, meeting and exceeding targets.

·         Understand the advice proposition and process.

·         Monitor progress on individual revenue targets, provide or arrange for any necessary training and coaching to ensure targets are achieved.

·         Collaborate with the compliance department to ensure that all activities undertaken by planners meet with compliance procedures and processes.

·         Review the client bank on a regular basis and ensure it is managed effectively, ensuring TCF, encourage and assist Advisors in managing client numbers by understanding each Advisors motivators and training needs.

·         Build a highly effective team of Advisors, maintain retention by building lasting, trusting relationships.

 

If this opportunity is of interest please call Angela Liscombe for a confidential discussion or submit an updated CV in confidence.


 North Oak Recruitment have worked very hard to find me a position.  Angela has been friendly and professional, she listened to what I was looking for and I would recommend her to anyone looking for a new job. 
Sharon M.
 Angela is second to non in her knowledge of the financial services industry across the Midlands.  Having been made redundant I was feeling unsure about my future but Angela was very reassuring and quickly got to work for me.  Within 3 weeks, I had the perfect role and I can't recommend Angela highly enough - Thank You!
Kate M.