Head of Financial Services
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Full Time/Permanent
Management
£50,000 to £74,999
£60000.00 - £70000.00 per annum + £100K OTE
South East
Berkshire
JO0000005759
21-11-2018 10:31 AM
19/12/2018
Head of Financial Services
An exciting opportunity has arisen to join once of the largest growing estate agencies in the UK.
We are looking for an experienced Financial Services lead to join our client based in their Bracknell Head Office. You will take responsibility for profitability and growth and sales compliance of the Group Financial services business and financial services partner business relationships.
In return, they are offering a highly competitive basic salary of £60k- £70k along with uncapped OTE of £100k+.
Key Accountabilities:
- Report to the Group Board of Directors day to day business issues and performance of the business against agreed business plan objectives and compliance targets
- Identifying key opportunities within the FS market place to target and developing business plans to do so.
- To drive the growth of the business beyond the existing relationship by recruitment of new partner businesses, to involve pitching new accounts and set up of new accounts
- To drive the growth of income through increasing the product range both directly and through new business partnerships
- To be the approved person for all financial services businesses
- Escalate issues to the Group Board of Directors regarding:
- Compliance issues
- Significant staff/HR issues
- MAB relationship issues/changes
- Marketplace/Legislation changes
- Competitor initiatives and propositions
- Potential acquisitions and new business opportunities
- Direct responsibility for managing Employed advisors against key KPI objectives. Including setting expectations for self-generated activity .
- Overall responsibility for driving Sales performance/Income/FS related activity from Estate Agency accounts via Estate agency staff/ Advisors, In particular through generation of league tables, positive success PR and 1-1 performance review meetings
- Overall responsibility for FS training to all Estate Agency 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 activity with final sign off on candidate job offers to agreed budget levels
- Cost control within agreed budgets
- Work with the administration of the business via Admin Manager/Team to include reporting, pipeline quality/gatekeeping, income projection and payment
- Day to day responsibility for managing the account relationship and evaluation of alternative partners
- Day to day responsibility for managing all business partnerships and suppliers and evaluation of alternatives
- Ensuring compliance with all contracted SLA's with all partners
- Overall responsibility for growth of FS penetration of existing CGEAL Lettings, New Homes and Commercial business
- Overall responsibility for IT/Data quality and security 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 relations of the brand - High visibility/figure head of the business
Measured KPI's:
- Income, costs and profitability
- Pipeline and income projection
- Number of FS Opportunities and First appointments generated - staff member, Office/Department and Region and by Advisor
- Number and £ Value of FS mortgage sign up's generated by Advisor, Office/Department and Region
- Number and £ Value of protection sign up's generated by Advisor, Office/Department and Region and FS broker/FS partnership businesses
- Number and £ Value of Fees and other business generated by Advisor, Office/Department and Region
- Number of FS recruitment candidates generated/employed for any period
We are an equal opportunity employer and value diversity in our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
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