The Company: A leading Chartered Financial Planning firm based in York are looking to add an experienced Sales Manager to manage a team of 5 Advisers; overseeing continuous professional development and sales training as well as motoring workflows and performance/outputs of said team across new business development and referral work:
Package: £65-70k base DOE + bonus and full company benefits
The Role: This is a role heading up an advisory sales team who are looking to grow and expand their offering whilst streamlining their sales process. It's a remit inclusive of T&C and Quality Assurance across the firms’ wealth planning arm with the view to raising efficiencies across their advice offering. Duties & responsibilities include:
The Person:You must be QCF level 4 Diploma qualified and come from an IFA/wealth management business background. This is an all-encompassing Sales Manager type role covering Adviser compliance and training/development, so being motivated by a broader remit within in a smaller IFA firm is essential. You will:
What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours. For further opportunities that might suit you, please visit the website: www.cb3associates.co.uk