Clark James Recruitment are working with a leading Financial Services business within the Kent area.
Due to growth within the business our client are looking to recruit a Financial Services Director to the business.
• Report to the Board of director’s against agreed business plan objectives and targets.
• Identifying key opportunities within the FS marketplace to target and develop business plans.
• To drive the growth of the business beyond the existing relationships by the recruitment of new businesses, to involve pitching new accounts and set up of new accounts.
• To drive the growth of income through increasing KPIS.
• Direct responsibility for managing advisers against key KPI objectives including setting expectations for self –generated activity.
• Direct responsibility for working with Self-employed advisers against key KPI objectives for the lead source supplied, including setting expectations for self –generated activity.
• Overall responsibility for driving sales performances /income/FS related activity from estate agency accounts via estate agency staff /employed advisors, in particular through generation of league tables, positive success PR and 1-1 performances review meetings.
• Overall responsibility for FS training to all partners with emphasis on induction of new advisors and FS induction of new estate agency staff to get new starters trading quickly.
• Overall responsibility for Advisor recruitment with final sign of on candidate job offers to agreed budget levels.
• Cost control within agreed budgets.
• Work with the administration of the business via Admin Manager to include reporting, pipeline quality, gate keeping, income projection and payment.
• Day to Day responsibility for managing the brand.
• Day to Day responsibility for managing partnerships and suppliers and evaluation of alternatives.
• Ensuring compliance with all contracted SLA’s with all partners.
• Overall responsibility for IT/Data quality and security within the and interfacing of data with estate agency partner businesses to include IT development planning and requesting of system upgrades.
• Overall responsibility for sales compliance for all new written business
• Overall responsibility for Marketing/Promotion/Public and business relation of the brand – High visibility/figure head of the business.