Investment & Protection Manager

Posted 23 January by Brookson

Investment and Protection Manager


As part of the Brookson Group, Brookson Financial Services specialises in providing mortgage, protection and investment advice to a wide array of customers. As well as being passionate about providing an exceptional level of service to our clients, we also demonstrate that same passionate for developing our people.

As part of our new growth strategy Brookson Financial Services have an exciting new opportunity for a knowledgeable Investment & Protection Manager to join our thriving financial service business

This permanent position is well suited to an individual that is looking to lead an established team of advisors and make a positive impact to a growing financial service business using their knowledge of Investment and Protection products & services.

What you will do

  • Manage the level of Financial Health Check and Investment enquires within Brookson Financial, working together with the Sales Manager, Head of FS and Marketing
  • Ensure new opportunities are triaged and achieve conversion targets
  • Own the ongoing advice service to meet the firm’s obligations
  • Line Management of the Investment and Protection teams to achieve their KPI’s and sales targets
  • Provide training, development, coaching and supervision to the
  • Provide Sales MI and reports required by the business
  • Manage relationships with suppliers, seeking new opportunities, products and services
  • Maintain knowledge of internal processes and financial and regulatory legislation
  • Work closely with the Compliance Officer to report any risk and adhere to the T&C plan
  • Ensure all Financial Services staff adhere to the following FCA Individual Code of Conduct rules

The ideal candidate will have

  • Level 4 Diploma FA
  • A minimum of 5 years’ experience of providing advice on investment and protection services & products
  • Previous experience of working within a compliance regulated industry
  • Solid knowledge of investment and protection products
  • Proven experience managing sales targets of advisors
  • Experience in pension transfers would be desirable.

What Brookson look for

  • Strong communication skills, both written and verbal
  • Strong organisation skills
  • Comfortable working under pressure
  • Solid people management skills
  • Personable with the proven ability to build strong working relationships

What Brookson can offer you

  • Annual bonus/performance bonus
  • 5% employer pension contribution
  • Health Care cover
  • Life Assurance cover
  • Study Support
  • 23 days annual leave
  • Buy and sell holiday scheme
  • Birthday day off
  • Structured Training
  • Free parking
  • Employee Discount Scheme

Required skills

  • Business Development
  • Financial Services
  • Investment
  • Management
  • Protection

Reference: 39799052

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