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Our client is a leading financial services intermediary with a strong online presence and an extensive network of financial advisors. Our client offers genuine personal service, tailored financial products, services and expert answers to life’s financial questions.
Our clients company are seeking a qualified and highly organised individual with strong leadership and technical skills to join their team as Assistant Branch Manager. The ideal candidate will have in-depth experience of the life and pensions industry to include sales processes, sales systems, reporting tools like Power Bi and compliance requirements.
They will demonstrate a proactive approach to business quality, compliance, and advisor support, with a keen eye for detail and a commitment to maintaining high standards across training, recruitment, and operational procedures. Strong communication, analytical, and relationship-building skills are essential, along with the ability to manage productivity, support regulatory requirements, and contribute to branch performance and development.
Key Responsibilities
- Fulfil the sales support and administration functions in the branch, ensuring that all aspects of the role requirements are completed to the levels required and adequately resourced to meet ongoing business demands.
- Provide support to the advisor team in respect of their business, systems, product knowledge and process queries.
- Build and maintain strong business relationships across the organisation and liaise with other Departments as required.
- Engage with the branch management team regarding service to the advisors (branch & head office) and areas where additional support may be required. Provide upward feedback to the management team with regard to advisor interaction and co-operation with the branch team.
- Assess training and development needs of the sales team in conjunction with the Sales Management Team and deliver modules when required. Liaise with the Training & Development Team to arrange same.
- Manage business quality and pipeline within the branch.
- Manage the Compliance (MCC, CPC etc.) requirements and procedures within the area ensuring that the branch is compliant in all aspects of the business.
- Analyse business and sales processes to identify potential enhancements to the process which may improve efficiency and understanding. Report same to the Head of Training & Development.
Qualifications & Experience
- Solid experience within the industry
- Previous supervisory or leadership experience desirable.
- Minimum qualification requirement: APA (Life, Pensions, Savings & Investments) Accredited Product Advisor. Continuous Professional Development requirements must be up-to-date.
- Familiarity with CPC, GDPR, MCC and other regulatory frameworks that protect the customer is expected.
- Working knowledge of industry systems and service processes.
Skills & Capabilities
- Natural ability to lead by example and set high standards for customer care.
- Strong organisational skills and ability to balance competing priorities without losing focus on the customer.
- Skilled communicator, able to support staff and engage confidently with advisors and colleagues.
- Able to interpret MI and feedback to identify trends in customer experience and areas for improvement.
- Identify inefficiencies in processes and address same.
Attitude & Approach
- Positive, approachable and supportive, creating an environment where the team feels confident to put customers first.
- Resilient and adaptable, responding to challenges with a solutions-focused approach.
- Collaborative and respectful in working with colleagues across the Group.
- Proactive, accountable and motivated to improve how we serve customers every day.
- Keen to learn and grow, developing as a leader while enhancing the team’s ability to deliver for customers.
Why Join Our client?
At our clients company, their people are our greatest strength. That’s why they offer:
- Competitive salary and annual leave
- Flexible working options
- Annual performance-based bonus
- Company pension scheme, Sick Leave & Employee Assistance Program
- Career development opportunities
- Active Sports & Social Club with regular events and team activities
- Charity involvement, including fundraising, community partnerships, and volunteering opportunities
- Annual subsidised company trip – a highlight of the year for connection and celebration
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