Sales and Marketing Executive - North Oak Recruitment Ltd : Job Details

Sales & Marketing Executive

Leicestershire (our Ref AL1310)

Salary £50,000 - £65,000 + generous benefits and bonus

My client is a highly regarded provider of independent financial advice, dedicated to delivering tailored, client-focused financial solutions and they are now seeking a dynamic and experienced Sales and Marketing Executive (Business Development Manager) to join their team and lead their sales efforts.

Job Summary: The successful candidate will lead from the front in developing and executing marketing strategies to promote the Companys’ 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 of the client base.

Key Responsibilities:

• Identify and pursue new business opportunities by developing professional connections and fostering relationships with prospective clients.
• Set the example for, and work closely with, the adviser team when implementing marketing and sales strategies.
• Collaborate with the 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.
• A 'hands on’ approach is a must for this role.
• 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.
• Proficiency in CRM software and Microsoft Office Suite.

Why Join?

• Competitive salary and performance-based incentives.
• 25 days holiday plus bank holidays.
• Generous non-contributory group pension scheme, commencing after three months continuous service.
• Free death in service benefit after successful completion of probationary period (subject to qualifying criteria).
• Brand new air-conditioned modern-design offices, offering full kitchen and dining facilities, gym and free parking.
• Opportunities for professional growth and development, including support to achieve chartered status.
• Collaborative and supportive work environment.
• A chance to make a significant impact in a respected independent financial advice firm.

If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.