Investment and Protection Manager

Location: Coventry

Closing date: Not specified

Hours per week: 37.5

Brookson Financial have an opportunity for a knowledgeable Investment & Protection Manager to join their thriving business. 

You will be responsible for managing a team of Investment and Protection Advisors and for the delivery of budgets allocated to the investment and protection business lines. The role will allow you to use your experience to develop and evolve systems and processes to improve the customer’s experience.

You will report directly into the Head of Financial Services and work closely with other product managers within Brookson Financial to support the integration with the wider Brookson Group  


Brookson Financial were acquired by Brookson about 3 years ago. Since joining the Brookson Group they have experienced significant growth and now boast specialist teams for mortgages, protection and investment advice. We're passionate about developing people and heavily invest in qualifications within Financial Services to help our employees progress.


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
  • Study Support
  • 23 days annual leave
  • Buy and sell holiday scheme
  • Birthday day off
  • Structured Training
  • Free parking
  • Health Care cover
  • Life Assurance cover
  • Employee Discount Scheme


The closing date for this job has now passed.