Role: Financial Services Branch Manager – Sales/Operations
Location: Truro, Cornwall
Salary: up to £100,000 per annum (experience dependant)
Benefits:
* Competitive salary of up to £100,000 (depending on experience).
* 25 days of annual leave, plus bank holidays.
* Life assurance, pension contributions, and access to a flexible benefits platform.
* A supportive and collaborative workplace culture that prioritises personal development, teamwork, and enjoyment along the way.
Are you an experienced sales or operations manager, experienced in the financial services sector. We are looking for a Financial Services Branch Manager for an office in Truro. In this high-profile role, you will support a team of self-employed Independent Financial Advisers (IFAs) and staff based in Truro, while contributing strategically as part of the senior leadership team.
Role Overview
As our Financial Services Branch Manager, you will report directly to the Managing Director and take on the following key responsibilities:
* Supporting and developing IFAs: Provide guidance to a team of 22 self-employed IFAs in Truro, helping them enhance their skills and achieve their goals.
* Training and development: Deliver CPD training programmes to improve client acquisition and professional knowledge for advisers.
* Recruitment and onboarding: Identify and recruit new IFAs, supporting their integration and development.
* Team building: Collaborate with the Office Manager to build and strengthen the administration team.
* Improving efficiency: Work with the Paraplanning team to ensure high-quality files and maximise advisers' client-facing time.
* Compliance oversight: Partner with the Compliance team to maintain consistent adherence to high-quality standards.
Who We’re Looking For to take on the role of Financial Services Branch Manager
To excel in this role, you should:
* Possess strong technical knowledge and expertise in financial products, plans, and providers.
* Have experience as a successful Independent Financial Adviser.
* Be Level 4 qualified.
* Demonstrate experience in managing and supervising advisers.
* Have excellent written and verbal communication skills, with strong attention to detail.
* Be a strong team player who proactively supports the wider team.
* Thrive in a fast-paced environment with strong organisational and IT skills.
* Show a commitment to personal development and continuous learning.
* Be a proactive advocate for positive change within the business.
Work Location & Flexibility
This role is based in Truro, with a requirement to be in the office 3-4 days a week. Flexible working arrangements are offered to ensure you can balance work and personal commitments effectively.
If you’re ready to take the next step in your career and join a dynamic, people-focused organisation, we’d love to hear from you!
Real Recruitment Solutions is committed to a policy of equal opportunities across all areas of our business and at all stages in the selection process. Acting in accordance with the Equality Act 2010 and guidelines given by the REC, we treat everyone equally irrespective of sex, sexual orientation, gender reassignment, marital status, age, disability, race, ethnic or national origin, religion, political beliefs or membership or non-membership of a Trade Union.
From advertising vacancies, conducting candidate searches, selecting CVs, discussing vacancies and submitting details to clients through to interview preparation and at offer stage, Real Recruitment Solutions ensure that each candidate is assessed only in accordance with their merits, qualifications and ability to perform the relevant duties required by the particular vacancy.
Real Recruitment Solutions place an obligation upon all staff to respect and act in accordance with this policy and consistently review regulations as laid out by the REC to ensure our policy is updated and relevant across all aspects of recruitment in order to avoid unlawful or undesirable discrimination