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6 days ago
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Growth Manager


Additional Resources Ltd
Salary: £65000 Per Annum
Location: Hitchin
Job type: Permanent
Contact: Hamera
Category: Finance Office Jobs
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Growth Manager - Hitchin

Salary - £65k + Benefits + £100k OTE Uncapped Salary + Bonus

Salary or Self-employed options available

The Client

Our client is a Wealth Management company who are a small and agile firm with a big firms strength. They are a growth company but without the bureaucracy. The company have a small company feel and culture and have an agile, motivated team of approximately 20 talented individuals supporting our growth. They operate from a suite of modern offices in Hitchin, Hertfordshire. This is a fantastic opportunity for a sales-driven advisor who wants to take the next exciting step in their career. The successful individual will work remotely from home reporting to the office as and when required.

The Role

This is a hybrid role combining new business development and client servicing, with the opportunity to field coach and train other advisors.

New Business Development & Advice:

You will be responsible for servicing an existing client bank (most clients are North London and surrounding Home Counties - Beds, Bucks, Herts, Cambridgeshire...) in addition to developing new business and introducer relationships. New business development skills are crucial to your success in this role. You will be expected to create new lead sources such as introducer relationships, and demonstrate to your team how you do this. In this capacity, you will secure the existing client FUM and leverage new opportunities (referrals, etc.) from our current clients. Success criteria in this role will be linked to new IAF generated and FUM protection.

Train/ Coach:

You will have the chance to observe, coach and guide less experienced advisors while they watch you apply your sales skills. This includes showing them how to sell through the family generations, gain referrals into other trusted relationships and develop effective introducer relationships. Success criteria in this role will be linked to your ability to increase overall sales activity and improve the teams sales/advice skillset. The primary measure of success will be increased IAF production.

Previous Knowledge and ExperienceYou are fully Diploma Level 4 qualified and have at least 10+ years offering holistic financial planning to UK clients.

You have a proven sales track record and have experience creating additional opportunities through introducer relationship, referrals etc.

You may have IHT or pensions experience which would be an advantage

You have some relevant experience in the corporate market

You have a natural, proactive coaching style and know-how to lift a field-based sales teams morale and performance levels.

You may have (helpful but not critical) experience with an IFA firm and understand how they develop additional opportunities through existing client and introducer relationships

You have overachieved in previous sales/advisor roles

You have experience supporting advisers with lead generation opportunities including a particular focus on referrals and introducer opportunities

You can co-create and co-deliver a sales training program that raises your sales teams skill level and results.

You have previous experience helping an advisor sales team to create business plans that are practical, achievable, believable from the advisers perspective and are SMART focused

You have experience in managing sales activity levels. You understand how to get your team to achieve the required weekly meeting/sales activity KPIs so your team delivers the financial metrics you will be accountable for.

You can demonstrate that you are very proactive, dynamic, ambitious and aspire to a certain lifestyle for yourself and your family. You want to work with a company where rewards and progression are based on performance and not on longevity

Reasons Why This Is A Great Opportunity For A High Achiever

Earnings: £55,000 - £70,000 base (negotiable depending on experience) plus performance-related bonus structure. (Salaried OR Self-Employed options). Anticipated OTE is £100k uncapped for a high achiever. This role would be ideal for an energetic, enthusiastic, entrepreneurial-minded high achiever with a proven track record.

Administration And Support: You will be given high-quality pre-and postsales support. You will benefit from working with well-trained paraplanners and administrators using proven processes and the latest technology. This means that you can focus all your time on client servicing/revenue-generating activities without excessive administrative burden.

Dedicated Business Development Team: As part of our ongoing commitment to fully support the advisors, the company have recently recruited an experienced business development manager. His remit is to build a team of appointment makers that will further support your ability to exceed your targets.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003

Growth Manager - Hitchin

Salary - £65k + Benefits + £100k OTE Uncapped Salary + Bonus

Salary or Self-employed options available

The Client

Our client is a Wealth Management company who are a small and agile firm with a big firms strength. They are a growth company but without the bureaucracy. The company have a small company feel and culture and have an agile, motivated team of approximately 20 talented individuals supporting our growth. They operate from a suite of modern offices in Hitchin, Hertfordshire. This is a fantastic opportunity for a sales-driven advisor who wants to take the next exciting step in their career. The successful individual will work remotely from home reporting to the office as and when required.

The Role

This is a hybrid role combining new business development and client servicing, with the opportunity to field coach and train other advisors.

New Business Development & Advice:

You will be responsible for servicing an existing client bank (most clients are North London and surrounding Home Counties - Beds, Bucks, Herts, Cambridgeshire...) in addition to developing new business and introducer relationships. New business development skills are crucial to your success in this role. You will be expected to create new lead sources such as introducer relationships, and demonstrate to your team how you do this. In this capacity, you will secure the existing client FUM and leverage new opportunities (referrals, etc.) from our current clients. Success criteria in this role will be linked to new IAF generated and FUM protection.

Train/ Coach:

You will have the chance to observe, coach and guide less experienced advisors while they watch you apply your sales skills. This includes showing them how to sell through the family generations, gain referrals into other trusted relationships and develop effective introducer relationships. Success criteria in this role will be linked to your ability to increase overall sales activity and improve the teams sales/advice skillset. The primary measure of success will be increased IAF production.

Previous Knowledge and ExperienceYou are fully Diploma Level 4 qualified and have at least 10+ years offering holistic financial planning to UK clients.

You have a proven sales track record and have experience creating additional opportunities through introducer relationship, referrals etc.

You may have IHT or pensions experience which would be an advantage

You have some relevant experience in the corporate market

You have a natural, proactive coaching style and know-how to lift a field-based sales teams morale and performance levels.

You may have (helpful but not critical) experience with an IFA firm and understand how they develop additional opportunities through existing client and introducer relationships

You have overachieved in previous sales/advisor roles

You have experience supporting advisers with lead generation opportunities including a particular focus on referrals and introducer opportunities

You can co-create and co-deliver a sales training program that raises your sales teams skill level and results.

You have previous experience helping an advisor sales team to create business plans that are practical, achievable, believable from the advisers perspective and are SMART focused

You have experience in managing sales activity levels. You understand how to get your team to achieve the required weekly meeting/sales activity KPIs so your team delivers the financial metrics you will be accountable for.

You can demonstrate that you are very proactive, dynamic, ambitious and aspire to a certain lifestyle for yourself and your family. You want to work with a company where rewards and progression are based on performance and not on longevity

Reasons Why This Is A Great Opportunity For A High Achiever

Earnings: £55,000 - £70,000 base (negotiable depending on experience) plus performance-related bonus structure. (Salaried OR Self-Employed options). Anticipated OTE is £100k uncapped for a high achiever. This role would be ideal for an energetic, enthusiastic, entrepreneurial-minded high achiever with a proven track record.

Administration And Support: You will be given high-quality pre-and postsales support. You will benefit from working with well-trained paraplanners and administrators using proven processes and the latest technology. This means that you can focus all your time on client servicing/revenue-generating activities without excessive administrative burden.

Dedicated Business Development Team: As part of our ongoing commitment to fully support the advisors, the company have recently recruited an experienced business development manager. His remit is to build a team of appointment makers that will further support your ability to exceed your targets.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003


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