Sales Director

Job details

Location Horsham, United Kingdom
Date Posted 24th January 2020
Category Senior Management
Sector Retirement Planning
Sales and Recruitment
Wealth Management
Salary Highly competitive basic and bonus and benefits
Industry Financial Services, IFA
Education Good educational background
Professional Quals Min Diploma in Financial Planning level 4 with Chartered Status ideally, or close to, and current regulated status
Work Hours Full
Reference 5060
Hiring Company Recruitment Connection Ltd
Region South East
Street Address N/A


Sales Director

South East

Highly competitive basic and bonus and benefits

My client is an established and successful chartered insurance practice who are looking for a regional manager to take over the running of the company’s West Sussex office.

The Regional Manager will be responsible for a large team of advisers and support staff inc paraplanners and administrators and the overall management of the office.

Key responsibilities

  • Management and coaching of the advisers.
  • Monitor progress on individual revenue target, provide or arrange for any necessary training and coaching to ensure targets are achieved.
  • Promoting and embedding behaviours which are consistent with the company’s mission and
  • Ensuring that advice standards and processes deliver good customer
  • Successfully delivering against the annual business
  • Carrying out specific projects and research
  • Recruitment of Adviser and other staff
  • Advise existing clients.
  • Oversight of Paraplanning and Administration teams


Key requirements

  • Management and coaching skills is a must ideally from an independent firm.
  • Ability to quickly establish credibility and respect and build strong working relationships with department managers. Demonstrate maturity, professionalism and gravitas.
  • Extremely well
  • IT literate
  • Excellent communication skills, both verbal and written, and ability to communicate with colleagues and clients at all
  • Self-motivated, with an ability to work and think under own
  • Effective and proactive people management and adherence to all associated HR


The company has a superb centralised investment proposition with an award winning platform, secure client web portal and cutting edge technology.

Ref: 5060

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Simon Bean is managing director of the Recruitment Connection and has been recruiting since 1985. He is a Fellow of the Institute of Recruitment Professionals (IRP).