Sales & Marketing Manager (Financial Planning)

1 month ago

Leicestershire, United Kingdom Medlock Partners Full time

Sales and Marketing Manager (Financial Planners)

Leicestershire Based

Salary up to £60,000 + OTE

Death in Service

Social Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym

We are proud to be representing a credible and highly successful Firm of Independent Financial Planners who are based in the Leicestershire area. Our Client have grown year on year as a result of their ongoing success and ongoing Client growth.

The successful candidate will lead from the front in developing and executing marketing strategies to promote our services, with particular focus on professional connections and new business generation. You will lead a team of IFA professionals, cultivate strong client relationships, and drive growth in our client base.


Responsibilities

  • Identify and pursue new business opportunities by developing professional connections and fostering relationships with prospective clients. A ‘hands on’ approach is a must for this role.
  • Set the example for, and work closely with, our adviser team when implementing marketing and sales strategies.
  • Collaborate with our marketing, product development, and compliance teams to ensure cohesive and effective marketing and sales.
  • Maintain and enhance relationships with existing clients, ensuring high levels of customer satisfaction and retention.
  • Assist in the recruitment and training of new financial advisers.
  • Analyse market trends, competitor activities, and client needs to inform product development and marketing strategies.
  • Prepare and present sales reports, forecasts, and performance metrics to senior management.

Qualifications

  • Proven experience of developing and executing marketing strategies within the financial services sector.
  • Proficient in developing and working with professional connections.
  • Level 4 Diploma in Financial Planning or equivalent. A degree in Business, Finance, Marketing, or a related field would be advantageous.
  • Strong understanding of financial products and services, including investments, pensions, and insurance.
  • Excellent leadership and team management skills.
  • Strong communication, negotiation, and interpersonal skills.
  • Ability to analyse data, identify trends, and make data-driven decisions.

To be considered you will need to have industry related experience and will ideally be working towards industry related exams, OR be passionate about obtaining the Level 4 Diploma. Please do not hesitate to apply or to get in contact should you have any questions in relation to This Vacancy.

Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years’ experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion.

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