IFA Sales Manager

  • Location

    London, England

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:


  • Salary:

    £55000 - £60000 per annum + Bonus & Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:


  • Job ref:


  • Published:

    10 months ago

  • Expiry date:


  • Consultant:


South of England Sales Manager opportunity

Our client is a leading Wealth Manager with offices across the United Kingdom. They currently seek to reruit for a Home Based Sales Manager to join their team to oversee a team of 20 Financial Planners.


Lead a team of Advisers across a region. Be responsible for and take ownership of the revenue target for the team.

Provide Advisers with the support, direction, motivation coaching, mentoring and guidance to achieve revenue target.

Responsible for providing ARM with revenue and sales data when requested


Contribute to and own the sales strategy for team of Advisers, meet and exceed targets, considering long term future business goals

Working with ARM, develop the sales budget for Advisers to present to Commercial Director (CD)

Understand the advice proposition and process

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

Collaborate with the Compliance team to ensure that all activities undertaken by the Advisers meet with compliance procedures, processes and KPIs

Work with Compliance team to ensure SPS is current and up to date for all Advisers in your team

Provide meaningful MI and a written report to ARM on a monthly basis for presentation to CD

Review the client bank on a regular basis and ensure it is managed effectively, ensuring TCF

Encourage and assist Advisers in growing target client numbers, by understanding each Advisers motivators and training needs

Build a highly effective team of Advisers, maintain retention by building lasting, trusting relationships

Expand network of Advisers to build a bank of talented Advisers to assist with recruitment as required

Hold regular team meetings which are organised with follow-up action plans

Engage on a regular basis with Advisers and understand the Advisers client bank

Assist ARM with the planning and development of presentations to be delivered at client seminars

Develop training and development plans in partnership with Learning & Development Manager

Be proactive to change and demonstrate leadership capabilities during the change cycle

Work with Business Development Manager to consider long term professional connections within your team

Work with ARM & Marketing to devise marketing strategies to enhance profitability and increase brand awareness

Work with ARM on allocation of clients from acquisitions

Team Management:

Set clear business objectives, manage workflows, staff resources and deadlines to ensure organisational/team objectives are met

Set goals, objectives, develop and maximise potential

Develop a robust succession plan and ensure the team have the competencies, training and resource to provide clients with an exceptional service

Take ownership and be responsible for positive employee engagement within the team

Communicate changes to team on a regular basis and ensure the team understand and apply the changes

Develop a Treating Customers Fairly (TCF) culture ensuring a consistent approach embedded into procedures, training and development plans

Hold regular team meetings at various locations as required


Achieve organisational, operational and personal objectives, whilst demonstrating the company's values and core competencies

Undertake regular, appropriate and timely CPD activity to demonstrate ongoing competence in relevant industry knowledge and skills

Attend seminars, workshops, training courses and any other coaching the company's management team deem necessary

Skills & Experience:

Multi-site management experience

Used to working in a fast-changing environment

Fast thinking and able to flex between strategic and tactical

Minimum 5 years management experience - track record of managing successful teams

Understanding of AO/IO with a good knowledge of platforms and providers

Diploma qualified - CF30 requirement and current SPS