Senior IFA Sales Manager

Job Location

Permanent, full-time

Type of Job

Published Date

10 April 2022, 23:00:00

Bristol/Bath, Avon

About the job

Our client is a major IFA company, with offices nationwide. They are now looking to recruit an experienced Senior Manager, to be based in the Bath - Bristol area.

Job Purpose and responsibilities:

·Achievement of the Company revenue and EBIT target through the delivery of a team target. As part of the regional management team, the Senior Manager is responsible for the achievement of their individual office revenue targets, whilst maintaining or improving profit margins contributing to the overall Company revenue and EBIT expectations. This must be achieved by adhering to the group’s Business Standards and Regulatory requirements, through a team of Private Client Advisers, Corporate Consultants and BMA Advisers where applicable.

·To develop objectives, business plans and targets for their individual teams.

·To develop, coach and motivate the Advisers to ensure performance targets and company standards within the FCA regulatory framework are achieved.

·Responsible for the direct line management of a team of Private Client Advisers and Corporate Consultants where applicable.

·Expected to develop and maintain a good working relationship with the Corporate Advice Team in order to maximise opportunities for cross-referrals where they do not manage Corporate Consultants.

·Manage and develop a team of up to c 15/20 Private Client Advisers, Corporate and Self Employed Consultants.

·Deliver an annual team target, which will be set by the Regional Manager, in line with the requirements of the business and its parent company.

·Responsible for delivery and support for company strategy/regulatory changes and business quality.


Knowledge, Skills, and Experience:

Minimum 5 years experience in managerial roles

•Competent Adviser Status - Diploma Level 4 qualified

•JO7 or equivalent preferred. SMs are expected to aspire to achieve this qualification

•Proven success as a business leader with commercial and organisational awareness skills

•Excellent knowledge and practical experience of advisory process within financial services, and similarly for corporate business

•Strong leadership, coaching, and management skills

•Excellent interpersonal and relationship building skills and ability to deliver through others

•Excellent communication and time management skills

•A strong background in PI and or Affinity Development

The salary on offer is in the range of £75000 to £85000 + substantial bonus, and there is also a range of other benefits.

This is an excellent opportunity - please apply today if you are an experienced IFA Sales Manager seeking a new challenge.


£75,000 - £100,000 per annum, negotiable

About us

Financial Careers Ltd is recognised as one of the Financial Services industry’s fastest-growing recruitment agencies. With nationwide coverage, we have the capacity to build meaningful, long-lasting relationships with our clients and candidates. We are dedicated to providing you with sound career advice, finding solutions and solving recruitment problems.

​We specialise in recruiting for the Financial Services industry and cover a wide range of roles and skillsets. Including, but not limited, to Financial, Mortgage Advisers, Paraplanners, Administration, Sales, Executive Support, Marketing, Operations, Compliance, Pensions, Employee Benefits, Business Development, IT, Digital, Project Management, and Business Transformation.

We cover permanent, contract and interim positions. Whether you are a client or a candidate, we pride ourselves on being honest, realistic and straightforward to deal with.

All of our consultants have many years of recruitment experience and excellent knowledge of the UK Financial Services industry.