Sales and Marketing Professional

3 weeks ago

Leicestershire, United Kingdom North Oak Recruitment Ltd Full time
Sales and Marketing Executive Job Description

We are seeking a highly motivated and experienced Sales and Marketing Executive to join our team at North Oak Recruitment Ltd. As a Sales and Marketing Executive, you will be responsible for leading our sales efforts and developing and executing marketing strategies to promote our services.

Key Responsibilities:
  • Develop and implement marketing strategies to promote our services and attract new business opportunities.
  • Lead a team of IFA professionals and cultivate strong client relationships to drive growth of the client base.
  • Collaborate with the marketing, product development, and compliance teams to ensure cohesive and effective marketing and sales.
  • Maintain and enhance relationships with existing clients to ensure 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.
Requirements:
  • Proven experience of developing and executing marketing strategies within the financial services sector.
  • Proficient in developing and working with professional connections.
  • A 'hands on' approach is a must for this role.
  • 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.
  • Proficiency in CRM software and Microsoft Office Suite.
What We Offer:
  • Competitive salary and performance-based incentives.
  • 25 days holiday plus bank holidays.
  • Generous non-contributory group pension scheme, commencing after three months continuous service.
  • Free death in service benefit after successful completion of probationary period (subject to qualifying criteria).
  • Brand new air-conditioned modern-design offices, offering full kitchen and dining facilities, gym and free parking.
  • Opportunities for professional growth and development, including support to achieve chartered status.
  • Collaborative and supportive work environment.
  • A chance to make a significant impact in a respected independent financial advice firm.

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