Sorry, but this job has expired. Please try another search or browse our jobs.

Senior Manager - Financial Planning

Contract Type:
Full Time, Permanent
Financial Services Jobs
Financial Advisor Jobs
£80000 - £90000 per annum
Job Ref:

ASA Recruitment are pleased to be working with one of the UK's leading providers of "all of market" specialised financial planning. We are actively searching for a Senior Manager to oversee and drive sales in a team of circa 20 field based IFAs in Greater Manchester.

The Company

A dynamic and forward thinking company who have recently won large contracts in specialised professional sectors. Due to internal promotions there is currently a vacancy for a Senior Manager who will be tasked with looking after the 20 strong field based team, attending client meetings and seminars when necessary and keeping sales and compliance targets in line with the company's high expectations.

The Role:
· Monitor all sales targets and maintain in line with expectations
· Implement and drive business development initiatives
· Conduct 1 to 1s on a weekly basis
· Shadow trainee Advisors and train in sales techniques
· Attend Cient meetings with Advisors when appropriate to close potential deals
· Ensure all compliance is in line with FCA guidelines

The Person:
· 2 years' experience in a similar role within team management
· DipFS or equivalent preferred but not essential
· Excellent communication skills at all levels of business
· The ability to help underperforming employees achieve target
· The ability to build rapport with employees and candidates
· Proven track record of achieving sales and compliance targets
· Knowledge of the specialist financial advice markets - medical, legal advice etc.

· £80-90K salary with a £120K OTE
· Flexible working hours and ability to work from home
· Car allowance and flexible working pension scheme as standard

If you are an experienced Financial Planner/ Manager within Financial Services and would like to discuss this opportunity further please apply and we will be in touch soon.

ASA Recruitment is one of Scotland's largest independent multi-sector recruitment agencies. We specialise in providing effective tailored solutions for permanent, contract and temporary employment requirements for our Clients and Candidates. We are members of the REC and are ISO certified.


Back to search results

Candidate login

Log in to create your personal candidate area to save job searches, your cv and profile, and set up job alerts.

Log in

Your career journey

Let's talk about your future. Learn how ASA can help you.

More information

Developing your career

Career Guidance

Explore the tips and advice here to help prepare you for a successful interview

More information

Winning CVs

One of the first opportunities to make an impression with an employer, is with an exceptional CV. Knowing how to sell yourself effectively is crucial to securing an interview. We have compiled some outstanding sample CVs, how does yours compare?

More information

Developing your career

Interview Tips

To gain a few valuable tips re your job search and interviewing watch our selection of inspiring videos.

More information

Latest Job Listings