Sales & Marketing Manager (Financial Planning)

1 month ago

Leicestershire, United Kingdom Medlock Partners Full time
Job Description

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.

  • Sales & Marketing Manager (Financial Planning)

    4 weeks ago

    Leicestershire, United Kingdom Medlock Partners Full time

    Sales and Marketing Manager (Financial Planners)Leicestershire BasedSalary up to £60,000 + OTEDeath in ServiceSocial 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...

  • Sales & Marketing Manager (Financial Planning)

    1 month ago

    Leicestershire, United Kingdom Medlock Partners Full time

    Sales and Marketing Manager (Financial Planners)Leicestershire BasedSalary up to £60,000 + OTEDeath in ServiceSocial 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...

  • Sales & Marketing Manager (Financial Planning)

    1 month ago

    Leicestershire, United Kingdom Medlock Partners Full time

    Sales and Marketing Manager (Financial Planners)Leicestershire BasedSalary up to £60,000 + OTEDeath in ServiceSocial 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...

  • Sales & Marketing Manager (Financial Planning)

    1 month ago

    Leicestershire, United Kingdom Medlock Partners Full time

    Sales and Marketing Manager (Financial Planners)Leicestershire BasedSalary up to £60,000 + OTEDeath in ServiceSocial 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...

  • Sales & Marketing Manager (Financial Planning)

    1 month ago

    Leicestershire, UK, East Midlands, United Kingdom Medlock Partners Full time

    Sales and Marketing Manager (Financial Planners)Leicestershire BasedSalary up to £60,000 + OTEDeath in ServiceSocial 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...

  • Independent Financial Adviser

    6 months ago

    Leicestershire, United Kingdom AFH Financial Group Full time

    **Independent Financial Adviser - Rutland** At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals and formulate easy...

  • Compliance Officer

    4 weeks ago

    Leicestershire, United Kingdom Medlock Partners Full time

    Job Description Compliance Officer (Financial Planning Practice ) Leicestershire Salary up to to £35,000 Death in service Fully funded staff events Hybrid working We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands. This is an employed desk-based role, providing Training and...

  • Compliance Officer

    4 weeks ago

    Leicestershire, United Kingdom Medlock Partners Full time

    Compliance Officer (Financial Planning Practice )LeicestershireSalary up to to £35,000Death in service Fully funded staff eventsHybrid working We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands. This is an employed desk-based role, providing Training and Competence supervision and...

  • Compliance Officer

    4 weeks ago

    Leicestershire, United Kingdom Medlock Partners Full time

    Compliance Officer (Financial Planning Practice )LeicestershireSalary up to to £35,000Death in service Fully funded staff eventsHybrid working We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands. This is an employed desk-based role, providing Training and Competence supervision and...

  • Compliance Officer

    4 weeks ago

    Leicestershire, United Kingdom Medlock Partners Full time

    Compliance Officer (Financial Planning Practice )LeicestershireSalary up to to £35,000Death in service Fully funded staff eventsHybrid working We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands. This is an employed desk-based role, providing Training and Competence supervision and...

  • Compliance Officer

    3 weeks ago

    Leicestershire, United Kingdom Medlock Partners Full time

    Compliance Officer (Financial Planning Practice )LeicestershireSalary up to to £35,000Death in service Fully funded staff eventsHybrid working We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands. This is an employed desk-based role, providing Training and Competence supervision and...

  • Senior Financial Planning Analyst

    4 weeks ago

    Leicestershire, United Kingdom Churchill Howard Ltd Full time

    About the RoleThis is a fantastic opportunity to join a market-leading business in their FP&A and Investor Relations team as a Senior Financial Planning Analyst. You'll take ownership of financial planning, forecasting, and reporting, delivering critical insights that drive strategic decisions and shape external communications.Key Responsibilities:Lead the...

  • Head of Financial Planning

    4 weeks ago

    Leicestershire, United Kingdom Leicestershire County Council Full time

    Job SummaryWe are seeking a highly experienced Senior Financial Strategist to join our team at Eastern Shires Purchasing Organisation (ESPO) and Leicestershire County Council's (LCC) Traded Services.The successful candidate will have significant experience in a senior finance role, with expertise in financial strategy, planning and management. They will be...

  • Brand Sales Manager

    6 months ago

    Leicestershire, United Kingdom u&i Search Full time

    Our client is a design and manufacturer of Fashion and Branded hard good accessories with a portfolio of private label customers and their own branded division.  Working with the Brands division, as a Sales Manager, you will play a pivotal role in leading our growth strategy and expanding our business across all channels. This is an exciting time to be...

  • Compliance Officer

    4 weeks ago

    Leicestershire, UK, East Midlands, United Kingdom Medlock Partners Full time

    Compliance Officer (Financial Planning Practice )LeicestershireSalary up to to £35,000Death in service Fully funded staff eventsHybrid working We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands. This is an employed desk-based role, providing Training and Competence supervision and...

  • Office Administrator

    3 weeks ago

    Leicestershire, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Job Description:">We are seeking an Office Administrator to join our team at Burgh Recruitment Ltd (Financial Services). The ideal candidate will have previous experience in an administrative role, preferably in financial services, and be proficient in Microsoft Office programs.">Responsibilities:">">Provide administrative support to the team and...

  • Planning Manager

    2 weeks ago

    Kegworth, Leicestershire, United Kingdom Refresco Full time

    After an internal promotion join the team at Refresco as a Planning Manager and play a key role in optimising production and inventory processes. You’ll lead a talented team, collaborate with key stakeholders, and contribute to Refresco's growth. If you're passionate about supply chain planning and want to make a real impact at a global leader in the...

  • Planning Manager

    2 months ago

    Kegworth, Leicestershire, United Kingdom Refresco Full time

    After an internal promotion join the team at Refresco as a Planning Manager and play a key role in optimising production and inventory processes. You’ll lead a talented team, collaborate with key stakeholders, and contribute to Refresco's growth. If you're passionate about supply chain planning and want to make a real impact at a global leader in the...

  • Chief Financial Officer

    4 weeks ago

    North West Leicestershire, United Kingdom Annapurna Recruitment Full time

    Main responsibilities include overseeing the management and coordination of various financial projects, prioritizing tasks to ensure timely completion. Key areas include coordinating with cross-functional teams, tracking progress, and identifying potential risks.Financial Planning: Develop and implement comprehensive financial plans to meet business...

  • Truck Rental Sales Manager

    7 months ago

    Leicestershire, United Kingdom Alltruck plc Full time

    Truck Rental Sales Manager The Challenge: Reporting to the Senior Rental Sales Manager, the Rental Sales Manager will initiate and build strong trading partnerships with customer organisations which fit the Alltruck ‘ideal customer profile’ to maximise the benefit to both parties. Also responsible for ensuring that customers are properly...