Job Search

Regional Sales Manager (Discretionary Company) Manchester/Liverpool

Manchester/Liverpool

£60K to £65K plus car and benefits (c £120K OTE)

This is a large quality investment company who have a very competitive discretionary proposition that it markets both direct to clients and via the IFA marketplace. They seek one further BDM for Manchester, Liverpool and surrounding areas who is probably currently a BDM marketing investment products via key investment biased IFAs within the area and extended area. The successful applicant will probably know key decision makers at all types of IFA and ideally be aware of investment propositions these IFAs prefer. You will need excellent sales ability and proven figures both relative and in absolute terms. Good progress with Financial Services Exams - ideally towards IMC and/or chartered will be a good advantage. Excellent basic salary between £60K and £65K plus car allowance and superb bonus potential. Please contact me for a very confidential discussion.

Ref: 1

Regional Sales Manager (Discretionary Company) Leeds/Harrogate/York

Leeds/Harrogate/Liverpool area

£60K to £65K plus car and superb bonus potential

This is a large quality investment company who have a very competitive discretionary proposition that it markets both direct to clients and via the IFA marketplace. They seek one further BDM for Leeds/Harrogate/Yorkand surrounding areas who is probably currently a BDM marketing investment products via key investment biased IFAs within the area and extended area. The successful applicant will probably know key decision makers at all types of IFA and ideally be aware of investment propositions these IFAs prefer. You will need excellent sales ability and proven figures both relative and in absolute terms. Good progress with Financial Services Exams - ideally towards IMC and/or chartered will be a good advantage. Excellent basic salary between £60K and £65K plus car allowance and superb bonus potential. Please contact me for a very confidential discussion.

Ref: 1

Senior Office Manager

Near Evesham, Worcestershire

£40K to £50K

My Client is a small but quality firm of Independent Financial Advisers based near Evesham in Worcestershire. They specialise in the investment and pensions marketplace using their own investment management guided by substantial access to fund data. They have excellent funds under management with clients generally being ultra high net worth and/or corporate in nature. The Business requires an experienced Financial Services Manager to 'free up' much of the Owner's time to allow him to spend even more time with his clients. In addition the successful applicant will manage and motivate the existing small team including a Paraplanner and Trainee IFA. More specifically: Create internal service standards, business processes and procedures and review on ongoing basis. Ensure all business service activities comply with relevant acts, legal and regulatory requirements and ethical standards. Manage all IT services Manage the team and train new members plus HR duties Direct the accounting functions and prepare business forecasts whilst ensuring FCA requirements are fulfilled. The successful applicant should have good Financial Services experience including management with good academic and Financial Services qualifications. An excellent opportunity to utilise your Financial Services Management experience with a growing and ambitious firm.

Ref: Off Mgr

Investment Administrator (Discretionary Investment Management)

Worcester

£20K to £25K

My client is a quality Independent Financial Advisers close to Worcester who have their own discretionary management services for their high net worth clients. They seek a quality team member preferably with some knowledge or experience within the investment and ideally discretionary management sector. Progress with Financial Services exams would be useful and the ambition to work closely with the Investment Manager learning more about the exciting investment and tax planning world would be ideal. The company are also seeking an administrator dealing more with new business on pensions, investment and life business.

Ref: Disc Adm

Business Development Manager (Berkshire/Hampshire/Oxon)

Newbury (Berkshire)

£60K to £75K plus car allowance and benefits

My client is a very large Financial Services Network with Branches throughout the UK and a substantial number of Advisory companies specialising in investments and the pensions market in the main. The company seek a further BDM (maybe Senior) to work closely with c 25 Financial Advisory companies at different stages on their business life and of varying fee production. The role will involve business development for these individually owned practices by motivation, business consultancy, monitoring performance and supervision - all with the overall aim of increasing fee production and quality of business. You may have experience as a Direct Sales Manager (maybe with a Bank or Direct Sales company) or Broker Consultancy/Management for an investment and pensions based Life Company or Investment House. You will need an excellent sales performance record and be qualified to at least level 4. The role enjoys an excellent overall package including a high basic salary and an attractive car allowance and extra benefits.

Ref: 3249

Recruiter (of Financial Advisers)

South Midlands

£50K to £60K basic plus substantial bonus and car

This is a large, long established and very successful large Financial Services company with Branches throughout the UK. The company seeks a further salaried recruiter to bring new Financial Advisers into existing Network members throughout the Midlands. Your experience maybe as a Network Recruiter in the Midlands or possibly as a Recruitment Consultant specialising purely in Financial Services. You will be liaising with the Financial Adviser Business Owners and providing advice and ultimately recruiting new Advisers for them. The new Advisers will deal with some of the business's existing clients and also be proactive in expanding the client base. This is an unusual role that requires an excellent recruitment ability and history of success. You should understand the particular problems and opportunities that exist for the Advisory side of Financial Services and will be qualified ideally to level 4 diploma. The role includes an excellent basic salary and bonus potential plus extra benefits including a substantial car allowance and other fringe benefits.

Ref: 3241

Recruiter (of Financial Advisers)

South East

£50K to £60K basic plus substantial bonus and car

This is a large, long established and very successful large Financial Services company with Branches throughout the UK. The company seeks a further salaried recruiter to bring new Financial Advisers into existing Network members throughout London and the South East. Your experience maybe as a Network Recruiter in the South East or possibly as a Recruitment Consultant specialising purely in Financial Services. You will be liaising with the Financial Adviser Business Owners and providing advice and ultimately recruiting new Advisers for them. The new Advisers will deal with some of the business's existing clients and also be proactive in expanding the client base. This is an unusual role that requires an excellent recruitment ability and history of success. You should understand the particular problems and opportunities that exist for the Advisory side of Financial Services and will be qualified ideally to level 4 diploma. The role includes an excellent basic salary and bonus potential plus extra benefits including a substantial car allowance and other fringe benefits.

Ref: 3242

Senior BDM

Berks, Bucks, Oxon, Nth Surrey, North Hants, East Wilts

£60K to £70K plus car Allowance and bonus

My client is a large profitable Financial Advisory firm/network. The members each have their own companies but generally provide advice, services and products direct to ultra high net worth clients and those at or nearing retirement. The companies are in different stages of their progression with those at the top having been with the network for many years and often writing very high levels of mostly lump sum investment business where the range of investment products are considerable with an excellent pedigree. Besides those firms there are new joiners (from either the IFA or tied market) who need more assistance/guidance to get where they want to go. The Region requires one more BDM to subtly manage/motivate/guide a mix of these Financial Advisory firms to agreed goals. As such the role will include providing business ideas, target setting, putting bespoke training in place and generally working in partnership to achieve the various owners ambitions - both in terms of quality and quantity of business. The area is widespread to include You will also work closely with Compliance and Recruitment Managers to provide a 'joined up' service to the Advisers. You will need to be qualified to at least level 4 (and preferably beyond) with a background of Senior Sales Management (probably including a Supervisory qualification) within the investment and maybe pension sales marketplace. This may well include a Bancassurer history. Also possible that your background may be from Manager of Broker Consultants where you will have subtly managed and motivated IFAs. The role/network provides an excellent basic salary plus superb bonus opportunities and high car allowance plus other benefits.

Ref: BDM Berks

Independent Financial Adviser

Stratford upon Avon

Basic plus Bonus

My client is a long established, medium sized Independent Financial Adviser Business with an excellent reputation. The owner is now seeking a further IFA qualified to level 4 or beyond, to join the existing select team to provide advise to existing clients and also bring some of their own clients/connections to further grow business. The company have bought a number of other IFAs over the last few years. The company deal mostly with high net worth individuals and have their own investment proposition and investment advice team. This is a superb opportunity to become a valued team member with an excellent IFA organisation.

Ref: 3235

Own Business/Financial Advisory

Glasgow

c £50K

My Client is a major Wealth Manager with over £50 billion of assets under management. They have been established for over 20 years. The company are seeking an entrepreneurial individual who wishes to start up their own Wealth Management business in/around Glasgow - advising High Net Worth Clients. Your background won't necessarily include financial experience but you will be trained to a high level of Financial Services qualifications and given sales training. In addition you will be given access to Mentors (existing Financial Services Advisers) and other company team members to gradually build a significant and select Advisory Company. This is an excellent opportunity to form and grow your own company - and which can give a superb work/life balance. Successful people taking this route have come from the Legal or Accountancy professions, The Armed Forces, ex Professional Sportspeople and other avenues where they have built up quality connections with High Net Worth and affluent individuals. The company provide seminars and individual 'coffee meetings' to give further information for you to be able to assess whether this opportunity could be right for you.

Ref: 3236

Business Development Manager

London (City)

£50K to £65K plus car allowance and bonus

My client is a large profitable Financial Advisory firm/network. The members each have their own companies but generally provide advice, services and products direct to ultra high net worth clients and those at or nearing retirement. The companies are in different stages of their progression with those at the top having been with the network for many years and often writing very high levels of mostly lump sum investment business where the range of investment products are considerable with an excellent pedigree. Besides those firms there are new joiners (from either the IFA or tied market) who need more assistance/guidance to get where they want to go. During the first part of 2015 the London (City) Region will require one more BDM to subtly manage/motivate/guide a mix of these Financial Advisory firms to agreed goals. As such the role will include providing business ideas, target setting, putting bespoke training in place and generally working in partnership to achieve the various owners ambitions - both in terms of quality and quantity of business. You will also work closely with Compliance and Recruitment Managers to provide a 'joined up' service to the Advisers. You will need to be qualified to at least level 4 (and preferably beyond) with a background of Senior Sales Management (probably including a Supervisory qualification) within the investment and maybe pension sales marketplace. This may well include a Bancassurer history. The role/network provides an excellent basic salary plus superb bonus opportunities and high car allowance plus other benefits.

Ref: BDM 3219

Business Development Manager

Kent

£50K to £65K plus car allowance and bonus

My client is a large profitable Financial Advisory firm/network. The members each have their own companies but generally provide advice, services and products direct to ultra high net worth clients and those at or nearing retirement. The companies are in different stages of their progression with those at the top having been with the network for many years and often writing very high levels of mostly lump sum investment business where the range of investment products are considerable with an excellent pedigree. Besides those firms there are new joiners (from either the IFA or tied market) who need more assistance/guidance to get where they want to go. During the first part of 2015 the Kent Region will require one more BDM to subtly manage/motivate/guide a mix of these Financial Advisory firms to agreed goals. As such the role will include providing business ideas, target setting, putting bespoke training in place and generally working in partnership to achieve the various owners ambitions - both in terms of quality and quantity of business. You will also work closely with Compliance and Recruitment Managers to provide a 'joined up' service to the Advisers. You will need to be qualified to at least level 4 (and preferably beyond) with a background of Senior Sales Management (probably including a Supervisory qualification) within the investment and maybe pension sales marketplace. This may well include a Bancassurer history. The role/network provides an excellent basic salary plus superb bonus opportunities and high car allowance plus other benefits.

Ref: BDM3216

Sales of IFA Businesses (perhaps due to retirement)

Midlands

Genuine Cash Purchase

I currently have several existing Adviser Companies who are seeking to buy a small IFA business perhaps with about £100K turnover. The ideal businesses would be mostly investment biased where the current owner is looking to conduct the handover and relationships with key clients over 3 to 6 months. Unusually, the purchaser is looking to pay cash for the right business. Please contact me in confidence for further information.

Ref: 3046