Sales Development Manager

Job Opportunity: Sales Development Manager – Up to £75k, Hybrid Role

Are you ready to shape the future of financial advice while driving compliance excellence? We're looking for a motivated and experienced Adviser Development Manager to join our dynamic team. If you’re passionate about nurturing talent, enhancing adviser performance, and ensuring regulatory standards, this could be your next big career move.

Your Role as Adviser Development Manager

As the Sales Development Manager, you’ll play a crucial role in ensuring our advisers deliver outstanding client service while maintaining strict compliance with regulatory standards. You’ll focus on coaching and mentoring, helping advisers achieve their potential while safeguarding our business integrity.

Key Responsibilities Include:

Adviser Development & Coaching

• Provide tailored coaching to advisers, helping them enhance sales performance and regulatory adherence.
• Conduct one-to-one sessions, offering actionable feedback and guidance.
• Mentor junior advisers through the competency framework, conducting performance observations.
• Champion best practices, ensuring a consistent, high-quality advice process across the team.

Compliance Leadership

• Maintain and implement robust compliance frameworks, aligned with FCA regulations.
• Oversee Training & Competency (T&C) requirements for the advisory team.
• Perform thorough reviews of client files, ensuring adherence to internal and regulatory standards.
• Manage advisers’ continuing professional development (CPD) and professional standing certifications.

Training & Development

• Design and deliver impactful training programmes to elevate adviser expertise.
• Ensure all team members meet FCA requirements for insurance distribution activities.
• Stay ahead of industry trends, regulatory updates, and economic developments, sharing knowledge with the team.

Risk Management & Reporting

• Identify and escalate compliance risks, preparing detailed reports for senior leadership.
• Produce annual compliance reports, highlighting successes and areas for improvement.
• Collaborate with internal departments to meet and exceed compliance objectives.

What We’re Looking For

We’re seeking a leader who combines sales and compliance expertise with a passion for developing people. If you’re a proactive, organised, and inspiring professional, we’d love to hear from you.

Your Profile:

• Expert Knowledge: Deep understanding of FCA regulations and compliance frameworks.
• Qualified Professional: Level 4 Diploma and CeMAP (or equivalent) required.
• Mentorship Experience: Proven track record of training and developing financial advisers.
• Strong Communicator: Exceptional interpersonal skills, with the ability to engage and influence at all levels.
• Detail-Oriented: Highly organised, with strong analytical and reporting capabilities.
• Tech-Savvy: Proficient in industry software, back-office systems, and provider tools.