http://jobs.ftadviser.com/sales.aspxThe latest from FT Adviser Jobs.Copyright (C) Financial Times Business Limited5With 6 advisers and 5 support staff, this exciting regional practice combines a high calibre client proposition with lofty ambitions for long term growth. Working from a striking office base in affluent South Manchester while offering bespoke financial planning solutions with an in-house investment management service; this forward thinking practice is primed for success in a post RDR environment. Keen to add a further consultant to the team, they are currently seeking applicants with previous IFA experience who are looking to take their careers to the next level. Through a combination of a strong support function, high levels of assistance from the directors and the firms burgeoning reputation, this companies previous appointments have gone on to increase their previous revenue levels from around £100,000pa to £150,000. Although some support will be given in lead generation through the firm’s corporate connections, new IFAs will be expected to bring a small client bank or have capacity to self generate business. In addition, the successful recruit must hold current competent adviser status and have completed or be progressing towards diploma qualification. In return the role offers an attractive basic salary and low validation threshold for bonus. Self employed packages will be considered for experienced advisers who prefer this remuneration structure. For further information and a confidential discussion about this position, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk. FS881662http://jobs.ftadviser.com/job-detail.aspx?id=100780Fri, 3 Feb 2012 11:00:56 GMTInsurance Sales Advisor / Private Medical Insurance Advisor / PMI Sales Consultant Location: Nottinghamshire, Newark Basic salary up to £20,000 plus commission with OTE circa £30,000 An excellent opportunity has arisen for an ambitious Sales Consultant to join a rapidly expanding insurance network based in Nottinghamshire, Newark. You will be working in a team selling insurance products based on their features and benefits whilst working to sales targets. Product area: Private Medical and Healthcare Insurance The successful candidate will be taking inbound calls and making outbound calls to existing and potential clients in order to retain and develop business. You will be required to construct accurate records of your work and be compliant with FSA regulations. Sales Advisors will work a shift pattern Monday – Friday with no weekend work, the ideal candidate will have previous experience within the Insurance or Financial Services industry. All applicants must have sales, call centre and client retention experience.Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=100762Thu, 2 Feb 2012 11:21:17 GMTThe Company: A highly successful and specialist national mortgage brokerage based in the South is offering a rare opportunity to join an extremely successful team that offers a unique market proposition. The candidate: You will be a qualified Mortgage & Protection Adviser (or Protection only) with CAS and have a minimum of 12 months advising experience. You will be confident in meeting with clients and have a professional telephone presence. You will be a highly motivated and sales driven individual with an ambition to earn substantial commission. The Offer: Successful candidates will benefit from: - A dedicated region with regular client leads. - On-going marketing including national press marketing within the company’s specialist market sector. - Bespoke marketing literature - A highly competitive commission structure - An achievable OTE of £50k+ per annum - Full compliance support - Regular sales support and training - Regional Seminars - The opportunity to become a trained Will Writer - Home-based Alongside the leads provided by the company you will be expected to build up your client bank through your existing clients and referrals from clients provided by the company. To apply please send CV to lisa.barber@tenetgroup.co.uk or contact on 07733 303389http://jobs.ftadviser.com/job-detail.aspx?id=100722Tue, 31 Jan 2012 15:23:15 GMTWe have an excellent opportunity to join an established Mortgage Brokerage based in South London, who has built up excellent relationships with high quality local introducers. You will be: - Fully CeMAP qualified or equivalent. - Competent adviser status - Have a minimum of 1 year’s experience. - A proven sales record within the mortgage industry Successful candidates will benefit from: - Regular quality leads - A competitive commission structure - An achievable OTE of £50k+ per annum - Full compliance support - Regular sales support - Home and/or Office based This role will suit an experienced mortgage adviser who is looking for a flexible role with un-capped earning potential in an independent environment. You will have the opportunity to work from an office and/or from home. To apply for this role, please forward your CV to lisa.barber@tenetgroup.co.uk or contact on 07733 303389http://jobs.ftadviser.com/job-detail.aspx?id=100721Tue, 31 Jan 2012 15:18:42 GMTAs a highly successful and established national mortgage brokerage based in Northamptonshire we are seeking self employed mortgage advisors to work as part of a successful team. The ideal candidate will be a fully qualified Mortgage Adviser with CAS and have a minimum of 12 months advising experience. You will be a highly motivated and a sales driven individual who is confident in meeting with clients and has a professional telephone presence. Alongside the leads provided by the company you will be expected to build up your client bank through your existing clients and referrals from clients provided by the company. Successful candidates will benefit from: - Regular quality leads - State of the art technology - Full office administration support - Bespoke marketing literature - A competitive commission structure - An achievable OTE of £50k+ per annum - Full compliance support - Regular sales support and training - Home-based To apply please send your CV to lisa.barber@tenetgroup.co.uk or contact on 07733 303389http://jobs.ftadviser.com/job-detail.aspx?id=100720Tue, 31 Jan 2012 15:13:32 GMTWe are a rapidly expanding mortgage consultancy based in Milton Keynes looking to grow further with self employed, office based consultants. If successful you will be provided with leads, an office, systems, administration back up, a very generous level of commission and everything else necessary to achieve a very high level of uncapped earnings. The ideal candidate will be a fully qualified Mortgage Adviser with CAS and have a minimum of 12 months advising experience. You will be a highly motivated and a sales driven individual who is confident in meeting with clients and has a professional telephone presence. Alongside the leads provided by the company you will be expected to build up your client bank through your existing clients and referrals from clients provided by the company. Successful candidates will benefit from: - Regular quality leads - State of the art technologyAdministration support - A competitive commission structure -An achievable OTE of £50k+ per annum - Full compliance support - Regular sales support and training To apply please send your CV to lisa.barber@tenetgroup.co.uk or contact on 07733 303389.http://jobs.ftadviser.com/job-detail.aspx?id=100717Tue, 31 Jan 2012 15:09:06 GMTSales Manager – Birmingham - £60,000 - £70,000 A great opportunity for an experienced Sales Manager to both influence and develop a strong regional sales team. Reporting to the Group Manager, this role encompasses both the management of Wealth Management and Consulting Advisers in a coordinated way to achieve the required sales targets and objectives. Job Role: •To ensure that advisers continuously adhere to Group Business Standards and regulatory requirements, embedding a culture of ‘Treating Customers Fairly’ (TCF) within the individual sales teams, whilst also contributing to the achievement of the Company sales target •To lead, manage, coach and develop the performance of teams within the general location, creating a positive working environment allowing individuals to achieve maximum potential •To be accountable for the ongoing competency of advisers in their team and reinforcing non-tolerance of non-compliant behaviour •Demonstrate the ability to ensure cross referrals are maximised within the business by recording and monitoring the opportunities that are generated and reviewed on a monthly basis following the production of the MI Dashboards. •To develop and motivate new and existing advisers/teams in line with the business plan, in order to meet the office sales target •To carry out regular (no less than quarterly) and effective performance review meetings (1:1s) with advisers/manager. •To ensure that all remedial actions arising from business and client file reviews (performed internally or externally) are carried out and resolved by advisers within the required timescales •Implement effective training and development plans for all direct reports •Work with the Marketing Team to ensure a co-ordinated approach is achieved for marketing and prospecting plans Skills and Experience Required •Experience in management roles gained from within Financial Services •Competent Adviser Status – preferably Dip PFS, plus JO7 and plan to achieve Level 4 •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 •This role requires the job holder to have the ability to undertake a number of different tasks at a high level covering a large geographical area. They need to lead by example, motivate and retain staff, be flexible in approach, whilst developing prospects for new business and remain focused on achieving the targetsPlease view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=100507Wed, 25 Jan 2012 11:21:33 GMTSales Relationship Co-ordinators Location: Birmingham City Centre Salary: Up to £20,000 plus bonus (depending upon skills and experience) Hours: Full-time, Monday to Friday, flexible working between the hours of 9am and 8pm An exciting opportunity has become available at a leading IFA based in Birmingham City Centre for a Sales Relationship Co-ordinator to join a start up team in January 2012. Within this phone based role, you will be responsible for proactively contacting clients to book appointments for Financial Advisers as well as prospecting and supporting opportunities that will increase lead supply and appointment activity. Candidates will need to have excellent communication and interpersonal skills as this role will interact with clients as well as Financial Advisers. The ability to build strong relationships, empathise with and actively listen to a client’s needs is key. It is also vital that all applicants have the confidence and ability to think on their feet and to ask appropriate questions and overcome objections. We are looking for individuals who thrive on achieving targets and receiving recognition for good performance through an uncapped bonus scheme. As this is a target driven role, individuals will be self motivated to achieve targets. Even though previous experience of working to targets is desirable, you will need to have a driven and resilient approach in order to attain outstanding results. We are regulated by the Financial Services Authority. Therefore, we are looking for candidates who are capable of working to regulatory requirements and have a high level of attention to detail. So, if you’re ready to prove your skills and abilities in a high profile, fast paced and rewarding role within a financial services organisation, we would like to hear from you.Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=100447Tue, 24 Jan 2012 15:53:18 GMTJob Title: Protection Specialist Department: Sales Team Job Band/Salary: D/£17,000 to £20,000 (OTE £20k to £25k not capped) Hours: Average of 35 hours per week (to include weekend/evening work) Outline of Role: This role requires you to provide advice on term assurance policies and other regulated insurances such as Buildings and Contents, Accident, Sickness and Unemployment cover and over 50’s plans on behalf of clients. You should enjoy working in a target driven environment where you will be talking to clients over the telephone. You will be a self starter who is motivated by delivering excellent customer service in a professional environment by providing relevant/accurate advice to the client. You will be expected to apply a consistent approach to client requirements and manage client expectations by communicating with them on a regular basis. Skills & Knowledge: Have track record of consistently achieving targets (with supporting evidence) Ideally hold FPC/CF3 qualifications Knowledge of assurance and insurance market (B&C, ASU & Over 50 plans), which is likely to have been gained from working within the Financial Services Industry Understanding of the regulatory framework and advice process. A confident telephone manner with telesales and customer service skills Drive and ability to plan and manage own workload to achieve monthly targets.Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=100443Tue, 24 Jan 2012 15:35:58 GMTEden Scott is looking to attract an experience IFA sales manager to join a leading IFA firm with offices throughout the UK. The reason the opportunity exists is that due to successful expansion the team have to be slit and additional management required to further grow and develop the already successful teams in Bath and London (Separate roles). The company are a large corporate and are looking for successful managers with specific experience growing and developing teams of advisors, who can demonstrate their delivery of exceeding sales targets. As a sales manager you will be responsible for all aspects of management from recruitment, to training, development, career and performance management through to disciplinaries.. An attractive salary of £60,000 plus £6,000 car allowance, pension contribution and anticipated bonus taking OTE to £80,000. The company are part of a larger organisation allowing staff to grow within their role and move into other areas to allow their career to develop. Applications are welcomed from anyone with experience operating as manager of financial advisors, and can evidence exceeding sales targets through reference or by any other means. If you have any questions or would like an initial discussion please send a CV to chris.connelly@edenscott.com or call 0141 410 1007.http://jobs.ftadviser.com/job-detail.aspx?id=97658Fri, 28 Oct 2011 09:56:56 GMTWEALTH at work is a leading provider of financial education and employee wealth management services with an excellent reputation of delivering real results for its clients, which include some of the UK’s largest employers, including a number of FTSE 100 companies. Due to increasing demand for our services, we are now looking to recruit: Client Relationship Manager (Pensions): You should have a background in financial services with specific emphasis on pensions and experience of delivering projects to large client companies. Full FPC or equivalent is required and a relevant pension qualification is desirable. For more information or to apply for these roles please visit us at: www.wealthatwork.co.uk/careershttp://jobs.ftadviser.com/job-detail.aspx?id=100365Fri, 20 Jan 2012 09:52:09 GMTOur client is an American private independent investment management company. Its UK operation a wholly-owned subsidiary, markets its services to investors in the United Kingdom. Their investment professionals can offer a wide range of wealth management strategies for individuals and institutions by devising a bespoke investment plan for each of its clients. Thereafter, Investments are monitored and proactively managed within an efficient tax structure, which is the very core of its service and expertise. It has a long history and respected reputation for managing the diverse needs of high net worth individuals across a range of international investment structures and in tax efficient environments. Principal Accountabilities You will be required to book appointments for the Private client Directors with potential investors. There is opportunity for progression if you are successful. Set appointments for seasoned and successful outside sales force by calling an internal base of prospective clients. • Ensure prospects have sufficient assets to meet minimum account size requirements and are prepared to consider appointing a discretionary investment manager. • Outline the firm's philosophy and methods to prospective clients. Keep knowledge up to date by reviewing general business periodicals, professional journals, and governmental regulations. Build skill sets and achieve success to be considered for additional opportunities Candidate Specification The ideal candidate is an energetic, assertive, articulate individual who wants to enhance his or her skill set and work in a dynamic, team-based environment. A graduate may be considered. Qualifications: Articulate self-starter with a highly professional work ethic. Exceptional communication skills. Proven sales experience and ability to implement skills over the telephone. No previous experience in financial services is required, however an interest in financial markets is essential. Rewards basic salary 21K plus commission on every appointment made and further commission if business is conducted, OTE of 50k is realistic.£35 per appointment that sticks and 7.5% of any earnings on the investment that is bought in as a result. Pension = Employees are eligible to join the Group SIPP after 6 months employment. The Group SIPP is non-contributory and FI UK will contribute 5% of monthly Base Salary Pay, as earned. Additionally, Plan members may elect to make additional contributions to the Plan as deductions from their net monthly Base Salary Pay. FI UK will match these additional contributions from monthly net Base Salary Pay up to an additional 5% of monthly Base Salary Pay, making the total possible employer contribution up to 10% of your monthly Base Salary Pay, as earned. Employees may contribute in excess of 5% of monthly Base Salary Pay and/or contribute through sources other than deductions from net Base Salary Pay, but these contributions will not be matched by FI UK. Specifically, FI UK will not match contributions in any month in excess of 5% of that months’ Base Salary Pay. Total contributions (inclusive of FI UK matches) are limited to £50,000 per annum and £1,800,000 per lifetime (as may be adjusted by HMRC). There is also a private medical insurance schemehttp://jobs.ftadviser.com/job-detail.aspx?id=100350Wed, 18 Jan 2012 18:25:18 GMTCommercial Loans Seller – Birmingham - Circa £35,000 pa (OTE £70,000) An excellent opportunity to join a large financial services organisation based in Birmingham city centre to be the prime relationship contact for an agreed list of prospects and existing clients in order to originate high quality Commercial Loan applications. Job Role •Maintain an ongoing relationship with prospects and clients demonstrating a high degree of customer care in order to generate new and repeat business. •Identify and execute new product sales to existing clients. •Identify and develop new prospects not on the current target lists. •Liaise with prospects and existing clients to obtain relevant information to allow a credit submission to be prepared. •Coach and develop direct reports to develop their skills in client contact management and sales administration. •Work with colleagues to achieve team objectives as well as personal targets sharing knowledge and information as appropriate. •Use existing sales management systems as a sales tool taking note of relevant changes in client contacts and update the database as appropriate. Skills and Experience Required: •Experience of sales of Financial Services products. •Proven track record in successful telephone sales to SME segment •Proven capability in successfully managing remote relationships. •Tenacious approach to cold calling of customers with the ability to develop ongoing relationships despite initial rejection. •The ability to overcome objections in the sales process. •Experience of working in team sales environment with the ability to support and encourage colleagues in sales campaigns •Excellent communication skills, both verbal and written. •Excellent interpersonal skills particularly in respect of the extraction of key financial information that might not be immediately offered. •The ability to be flexible at times of high demand when the requirements of the job may need overtime working.Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=100336Wed, 18 Jan 2012 09:18:33 GMTCommercial Loans Seller – Birmingham - Circa £35,000 pa (OTE £70,000) An excellent opportunity to join a large financial services organisation based in Birmingham city centre to be the prime relationship contact for an agreed list of prospects and existing clients in order to originate high quality Commercial Loan applications. Job Role •Maintain an ongoing relationship with prospects and clients demonstrating a high degree of customer care in order to generate new and repeat business. •Identify and execute new product sales to existing clients. •Identify and develop new prospects not on the current target lists. •Liaise with prospects and existing clients to obtain relevant information to allow a credit submission to be prepared. •Coach and develop direct reports to develop their skills in client contact management and sales administration. •Work with colleagues to achieve team objectives as well as personal targets sharing knowledge and information as appropriate. •Use existing sales management systems as a sales tool taking note of relevant changes in client contacts and update the database as appropriate. Skills and Experience Required: •Experience of sales of Financial Services products. •Proven track record in successful telephone sales to SME segment •Proven capability in successfully managing remote relationships. •Tenacious approach to cold calling of customers with the ability to develop ongoing relationships despite initial rejection. •The ability to overcome objections in the sales process. •Experience of working in team sales environment with the ability to support and encourage colleagues in sales campaigns •Excellent communication skills, both verbal and written. •Excellent interpersonal skills particularly in respect of the extraction of key financial information that might not be immediately offered. •The ability to be flexible at times of high demand when the requirements of the job may need overtime working.Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=100335Wed, 18 Jan 2012 09:13:01 GMTCommercial Account Manager – Birmingham - Circa £35,000 pa (OTE £70,000) An excellent opportunity to join a large financial services organisation based in Birmingham city centre to be the prime relationship contact for an agreed list of prospects and existing clients in order to originate high quality Commercial Loan applications. Job Role •Maintain an ongoing relationship with prospects and clients demonstrating a high degree of customer care in order to generate new and repeat business. •Identify and execute new product sales to existing clients. •Identify and develop new prospects not on the current target lists. •Liaise with prospects and existing clients to obtain relevant information to allow a credit submission to be prepared. •Coach and develop direct reports to develop their skills in client contact management and sales administration. •Work with colleagues to achieve team objectives as well as personal targets sharing knowledge and information as appropriate. •Use existing sales management systems as a sales tool taking note of relevant changes in client contacts and update the database as appropriate. Skills and Experience Required: •Experience of sales of Financial Services products. •Proven track record in successful telephone sales to SME segment •Proven capability in successfully managing remote relationships. •Tenacious approach to cold calling of customers with the ability to develop ongoing relationships despite initial rejection. •The ability to overcome objections in the sales process. •Experience of working in team sales environment with the ability to support and encourage colleagues in sales campaigns •Excellent communication skills, both verbal and written. •Excellent interpersonal skills particularly in respect of the extraction of key financial information that might not be immediately offered. •The ability to be flexible at times of high demand when the requirements of the job may need overtime working.Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=100320Tue, 17 Jan 2012 13:56:18 GMTCommercial Account Manager – Birmingham - Circa £35,000 pa (OTE £70,000) An excellent opportunity to join a large financial services organisation based in Birmingham city centre to be the prime relationship contact for an agreed list of prospects and existing clients in order to originate high quality Commercial Loan applications. Job Role •Maintain an ongoing relationship with prospects and clients demonstrating a high degree of customer care in order to generate new and repeat business. •Identify and execute new product sales to existing clients. •Identify and develop new prospects not on the current target lists. •Liaise with prospects and existing clients to obtain relevant information to allow a credit submission to be prepared. •Coach and develop direct reports to develop their skills in client contact management and sales administration. •Work with colleagues to achieve team objectives as well as personal targets sharing knowledge and information as appropriate. •Use existing sales management systems as a sales tool taking note of relevant changes in client contacts and update the database as appropriate. Skills and Experience Required: •Experience of sales of Financial Services products. •Proven track record in successful telephone sales to SME segment •Proven capability in successfully managing remote relationships. •Tenacious approach to cold calling of customers with the ability to develop ongoing relationships despite initial rejection. •The ability to overcome objections in the sales process. •Experience of working in team sales environment with the ability to support and encourage colleagues in sales campaigns •Excellent communication skills, both verbal and written. •Excellent interpersonal skills particularly in respect of the extraction of key financial information that might not be immediately offered. •The ability to be flexible at times of high demand when the requirements of the job may need overtime working.Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=100318Tue, 17 Jan 2012 13:51:14 GMTSales Relationship Co-ordinator – Birmingham - £20,000 plus £5,000 bonus An excellent opportunity for an experienced Telesales professional to join a large Financial Services organisation based in Birmingham City centre. You will be responsible for Financial Consultant’s customer territories in respect of booking 1st appointments, primarily via telephoning customers. It is also involves prospecting and supporting any opportunities that will result in an increased lead supply and the number of appointments. Job Role • Appointment Making • To plan and carry out customer contact using lead sources and book the required number of appointments • To ensure the appropriate number of dials/calls are scheduled and carried out to achieve activity targets • To update portfolio valuations • To regularly communicate with the Financial Consultant and manage their diary • To create a schedule of contacts for weekly phone sessions working geographically within each territory using a spread of lead sources • To maintain efficient records of all customer contacts and appointments • The complete management of diaries • To follow up amendments to personal information, for example, changes to address/marital status • To follow through valuation requests • You will be required to work flexible hours that allow for opportunities to be maximised and appointment making sessions to ascertain the highest conversion possible. • Each Co-ordinator will have sole responsibility for their territories and will work closely with the Financial Consultants and Area Manager. Skills and Qualifications Required: • Out bound telesales experience is essential • Basic understanding of financial services • Ability to overcome objections and good questioning skills • Strong communication skills • Experience of working to Key Performance Indicators (KPIs) • Able to commit to working regular evenings • A background in financial services is ideal • Experience should relate to dealing with high net-worth clients and managing territories/accounts would be beneficial • Financial Planning Certificate (or equivalent) is desirable or partial qualification CF1-4Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=100246Tue, 17 Jan 2012 10:23:44 GMTOur client is a well known international trading & investment bank who has developed an enviable reputation to date. Their current proposition allows them to offer an exceptional online trading platform for large institutional clients and private investors across the globe. They are technology and service focussed with a mission to create excellence throughout their personnel and the products they bring to market. Based on current successes they are now looking to diversify the business by launching a proposition in the UK marketplace targeting private self-directed investors that seek to build their wealth online with support from target information and tools and access to the right products. Investors taking charge of their own wealth is on the rise in the UK. The financial crisis and RDR is stirring up the market creating opportunities to penetrate with a new and different proposition. This is a fantastic opportunity to move into a determined brand, with big plans for growth within the UK marketplace. The ideal candidate will be seasoned IFA sales specialist or wealth management associate with a proven track record of gathering AUM. Their product suite covers Funds, ETFs, Shares, Bond and Certificates but it is not a prerequisite to have experience in all these areas. Strong wealth management experience with a good understanding of Funds or ETFs would be ideal. With a launch of this nature the individual will be as important as their career history. The role is anchored in sales, driving leads generation activities, arranging seminars and webinars, closing clients in face to face meetings ensuring a steady new business flow and significant AUM coming in. The role also entails acting as a strong support to the Head of Project Team as well as business development from a sales perspective. The opportunity here is vast, with time this individual may grow to be managing the UK team. It is essential they have an active, entrepreneurial mind, a strong sense of urgency. They need to be a thinker and an innovator. Reporting to the UK Head of Project team this person will further be responsible for communicating field based client feedback and competitor information in a constructive manner. This is an opportunity to assist change, become proud of it and share value in the successes. The successful individual needs to be committed and passionate about making it a success.http://jobs.ftadviser.com/job-detail.aspx?id=100177Fri, 13 Jan 2012 14:28:32 GMTSales Manager – Birmingham - £60,000 - £70,000 A great opportunity for an experienced Sales Manager to both influence and develop a strong regional sales team. Reporting to the Group Manager, this role encompasses both the management of Wealth Management and Consulting Advisers in a coordinated way to achieve the required sales targets and objectives. Job Role: •To ensure that advisers continuously adhere to Group Business Standards and regulatory requirements, embedding a culture of ‘Treating Customers Fairly’ (TCF) within the individual sales teams, whilst also contributing to the achievement of the Company sales target •To lead, manage, coach and develop the performance of teams within the general location, creating a positive working environment allowing individuals to achieve maximum potential •To be accountable for the ongoing competency of advisers in their team and reinforcing non-tolerance of non-compliant behaviour •Demonstrate the ability to ensure cross referrals are maximised within the business by recording and monitoring the opportunities that are generated and reviewed on a monthly basis following the production of the MI Dashboards. •To develop and motivate new and existing advisers/teams in line with the business plan, in order to meet the office sales target •To carry out regular (no less than quarterly) and effective performance review meetings (1:1s) with advisers/manager. •To ensure that all remedial actions arising from business and client file reviews (performed internally or externally) are carried out and resolved by advisers within the required timescales •Implement effective training and development plans for all direct reports •Work with the Marketing Team to ensure a co-ordinated approach is achieved for marketing and prospecting plans Skills and Experience Required •Experience in management roles gained from within Financial Services •Competent Adviser Status – preferably Dip PFS, plus JO7 and plan to achieve Level 4 •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 •This role requires the job holder to have the ability to undertake a number of different tasks at a high level covering a large geographical area. They need to lead by example, motivate and retain staff, be flexible in approach, whilst developing prospects for new business and remain focused on achieving the targetsPlease view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=100022Tue, 10 Jan 2012 10:00:52 GMT