Sales Manager – National Wealth Management Firm

Exciting Opportunity to Lead and Inspire Financial Advisers

Our client, a prominent national wealth management firm, stands among the UK’s leading independent financial advisory and wealth management companies. They recognise that their greatest asset is their people. If you possess the drive to succeed and relish new challenges, you’ll discover a host of rewarding career prospects. This is a full-time, permanent position offering hybrid working arrangements, a competitive salary, and a comprehensive suite of benefits.

This role presents an excellent opportunity to support ongoing growth and compliance within a talented team of advisers. As Sales Manager, you will lead and motivate a group of Independent Financial Advisers, ensuring they deliver holistic financial planning advice to our clients. Your remit is to inspire the team towards achieving revenue growth and profitability, whilst maintaining strict adherence to regulatory standards.

• Manage and motivate a team of Independent Financial Advisers located across the UK, embodying the firm’s behaviours, values, and Vision statement.
• Ensure the team provides high quality, comprehensive advice to clients, achieving positive outcomes in accordance with FCA guidelines, including Consumer Duty.
• Drive the team to meet KPIs, focusing on organic growth, retention of clients and advisers, and delivery of exceptional customer outcomes.
• Review client feedback – including complaints, breaches, and survey responses – and implement improvements to enhance client satisfaction.
• Maintain your own competence to ensure effective management and leadership of the team.
• Regularly assess business development plans, adviser performance, and completion of annual client reviews.
• Proactively work to retain advisers, identifying and addressing areas of risk.

• Proven experience in building and managing successful teams.
• In-depth knowledge of FCA regulations, including Consumer Duty and treating customers fairly.
• Strong analytical skills and the ability to interpret and utilise data effectively.
• Minimum qualification: OCA Level 4 Diploma.
• Previous experience in Sales Management.
• Excellent communication skills, with a track record of effective interaction with individuals and groups.
• Ability to obtain SPS (Statement of Professional Standing).

• Salary up to £80,000 plus bonus.
• Fully expensed company car scheme.
• Flexible working and holiday allowance, including buy & sell scheme options and your birthday off, plus extra days for long service.
• Social perks, including annual Christmas and Summer parties to celebrate achievements.
• Contributory pension scheme and death-in-service benefit.
• Discretionary annual bonus after one year’s service.
• Health and wellbeing benefits via the MediCash app, including cashback on health initiatives, discounted health club memberships, and free healthcare.
• Professional development with tailored learning and development programmes to help you achieve your career goals.
• Shopping discounts and cashback offers from popular retailers and supermarkets, plus access to free online training courses.

If you’re ready to take the next step in your career with a firm that values your contribution and supports your growth, apply today and join the journey towards continued excellence.