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  • Paul Hulance


Clark James Recruitment are working with a highly recognised Financial Services business, our client are looking to recruit an Area Manager to cover the Yorkshire/Tyne and Wear areas.


  • Reporting to the Divisional Manager, the Area Manager manages the sales and administration within their area of responsibility and is an integral part of the agreed marketing strategy for the development of new business and retention of existing business within the company’s Financial Services sales activities.

Duties and Responsibilities

  • Achievement of agreed team sales targets, business growth and operating objectives.

  • Determine sales and performance targets for all Financial Advisers within their area.

  • The achievement of the performance of their area of responsibility against agreed objectives.

  • Manage, develop and motivate a team of Financial Advisers.

  • Develop and agree with the Divisional Manager a budget and operate within it.

  • Develop marketing tactics to maximise commercial opportunities. • Provide creative input to the development of market penetration and business development.

  • To ensure that Financial Advisers within their remit attain and maintain the standards of Training and Competence required by the Company and the Company’s Regulator(s).

  • Carry out investigations, disciplinary action and manage grievances in respect of staff.

  • Recruitment and selection of Financial Advisers for their area.

  • Maintenance of standards and working practices within their area of responsibility.

  • Accurate reporting of business activity for their team to their Divisional Manager.

  • Monitor and manage good driver behaviour of their Financial Advisers using Telematics reports to support discussions as applicable

  • Effective use of management information and control systems.

  • Ensure that Financial Advisers act in accordance with company policy and procedures.

  • Act in accordance with the Financial Conduct Authority (FCA) Code of Conduct for Company Representatives.

Knowledge, Skills & Experience

  • Experience of managing, coaching and developing a sales team.

  • Drive and determination to succeed.

  • Resilient with a positive attitude.

  • Strong communication and influencing skills.

  • Confident decision maker.

  • Motivational approach.

  • Financial Services background.

  • Knowledge and understanding of Treating Customers Fairly.

  • Holds a clear driving licence to drive in the UK.

Individual Conduct Rules

This position falls within the scope of the FCA’s Certification Regime and, as such, the following Individual Conduct Rules apply;

  • You must act with integrity.

  • You must act with due skill, care and diligence.

  • You must be open and cooperative with the FCA and other regulators.

  • You must pay due regard to the interests of customers and treat them fairly.

  • You must observe proper standards of market conduct.


  • Basic salary £36,000.

  • On target earnings £85,000 (uncapped).

  • Company car.

  • Life cover.

  • Pension Scheme, company will contribute up to 10% of total earnings.

To apply for this position please forward your most recent cv to

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

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