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Sales Manager Financial Services

Sales Manager Financial Services

James & PartnersSheffield, UK
30+ days ago
Job type
  • Full-time
  • Permanent
Job description

Remote Sales Manager – Wealth Advisory (Progression to Sales Director)

Retained Search by James & Partners | UK-Based | OTE £130k+

We're working exclusively with a leading international wealth management firm to appoint a dynamic Sales Manager who will oversee a remote team of financial advisers servicing globally mobile and UK-based clients. This is a fully remote, UK-based role with a clear pathway to Sales Director within 12–24 months.

You will begin by managing a team of approximately 15 offshore advisers based in Spain, Switzerland, and Malta , with a view to expanding coverage into the onshore UK advisory market . A strong understanding of MiFID II regulatory frameworks , along with an existing network of advisers across Europe and the UK , will be a significant advantage.

Key Responsibilities :

  • Lead, coach, and manage a team of regulated advisers (initially offshore)
  • Drive KPIs : revenue growth, AUM expansion, and client onboarding
  • Optimise sales process, CRM usage, and lead conversion
  • Support multi-jurisdictional compliance and onboarding standards
  • Take part in commercial planning and international growth strategy
  • Play an active role in expanding the adviser team across Europe and the UK

Ideal Background :

  • 5+ years in wealth management, IFA, or financial planning
  • Experience managing or mentoring sales / adviser teams
  • UK Level 4 qualification (CII, CISI, or equivalent)
  • Knowledge of cross-border advice and MiFID II processes
  • Familiarity with financial products like SIPPs, ISAs, offshore bonds
  • Existing network of advisers across Europe and / or the UK
  • Comfortable working in a remote, international environment
  • Package :

  • Competitive base salary
  • On-target earnings exceeding £130,000
  • Permanent, full-time remote role
  • Clear promotion track to Sales Director
  • Apply via James & Partners to schedule a confidential discussion.

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