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Wealth Management

Sales Manager

Reference: 1439
Vacancy: Permanent opportunity
Location: Bath & NE Somerset
Salary: £50,000 - £60,000
Benefits: Plus Bonus

The company

One of the most prestigious Corporate Wealth Management companies, the recipient of numerous industry awards for excellence in quality and customer service / experience.

A bench mark for innovation and quality – admired within their sector with strong, established brand qualities developed over the past 20 years. A leading player throughout the South West of England on merit.

Continued commercial success coupled with a robust strategy for profitable growth assures its future.

The role

The requirement is to appoint a Sales Manager for one of the most successful teams in the South West. Managing a team of 5 IFAs with the capability and remit of servicing established leads generated from the firms portfolio of approximately 500 HNW and corporate clients.

Full back office and administrative support will be provided to assist you achieve the necessary standards and underpin your trading activities.

You will be expected to provide first class advice in a compliant manner and guide your team making sure their needs are meet observing current legislative frameworks and must be comfortable transacting within a target driven arena.

Candidate requirements

You will be a seasoned industry professional with at least 4 years experience in a credible IFA practice comfortable working with both private and corporate clients.

Experienced in the management of a team of IFAs you will have an up to date technical knowledge of IHT, Investments, SIPPS, Retirement Planning etc.

Strong leadership skills within a target driven environment are essential as are natural sales, networking and persuasive capabilities – comfortable in the company of, and providing guidance to, a broad range of individuals with differing aspirations and requirements.

With excellent presentation skills and an inherent ability to form long lasting and rewarding / profitable business relationships your work ethic will be high and you have a driven appetite for success.

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