IFA Sales Manager

• Annual Salary: Competitive with quarterly bonus potential
• Location: Bath and Exeter
• Job Type: Full-time

The successful canddiate would be ooking after 19 advisers, 13 in Bath and 6 in Exeter, and they would need to be in the office 3 days per week. 95% of the advisers in this team are all established and have been with the business for a while, so it’s a high performing team.

We are seeking a focused, motivational, and inspiring Senior Manager to lead our team of Financial Advisers. This role requires a proven leader with a strong track record in coaching and excellent industry knowledge. You will be responsible for motivating and leading both experienced and entry-level Financial Advisers, sharing best practices and adapting your management style to meet various levels of experience.

• Develop objectives and create business plans for individuals within the team.
• Coach and mentor Advisers to ensure business plans are met and performance expectations are achieved.
• Take overall responsibility for the cumulative performance of the team.
• Work closely with Operations and Paraplanning Managers to implement effective training and development programs.
• Ensure compliance with the FCA’s Statement of Principle and Code of Practice for Approved Persons and the effective delivery of the Senior Management and Certification Regime.
• Regularly engage in client observations, focused one-to-one meetings, feedback, and coaching sessions to support and encourage Advisers.

• Level 4 Diploma in Regulated Financial Planning (Dip PFS) is essential.
• J07 (supervision in a regulated environment) or equivalent is highly advantageous.
• Significant prior experience in a managerial role, specifically managing Financial Advisers.
• Excellent knowledge and experience of the advisory process.
• Flexible management and coaching style to meet the needs of a diverse team.
• Proven success as a business leader with strong commercial acumen and the ability to deliver through others.
• Ability to work in a fast-paced environment while maintaining positive relationships with team members and key stakeholders.

• Competitive salary with the opportunity to earn a quarterly bonus.
• Contributory pension scheme.
• 25 days holiday (increasing to 30 with length of service), plus bank holidays.
• Life assurance and Private Health Care contribution.
• Comprehensive induction and training programme.
• Fully funded exams and paid study leave.
• A wide range of voluntary flexible benefits to suit individual needs.
• Option to buy additional holiday days.
• Cycle to work scheme and paid volunteering days each year.
• Access to our free mortgage service and Employee Assistance Programme with a 24/7 helpline.

If you are passionate about leading a team of Financial Advisers and have the skills and qualifications listed above, we would love to hear from you. Please submit your CV and a cover letter detailing your relevant experience and why you are interested in this Senior Manager position.