UA-185291695-1 IFA Relationship Manager, Jobs, 281

IFA Relationship Manager

Sales Manager - Leeds, Yorkshire and the Humber

Ref: 281Monday 6 December 2021

This is an exciting opportunity for a new IFA Relationship Manager to join a financial planning firm with a fantastic reputation.

Responsibilities

  • Contribute to and own the sales strategy for division, meet and exceed targets
  • Develop the sales budget for the Advisers
  • Understand the advice proposition and process
  • Monitor progress on individual revenue target, provide or arrange for any necessary training and coaching to ensure targets are achieved
  • Collaborate with the compliance department to ensure that all activities undertaken by the Advisers meet with compliance procedures and processes.
  • Review the client bank on a regular basis and ensure it is managed effectively, ensuring TCF
  • Encourage and assist Advisers in growing target client numbers, by understanding each Advisers motivators and training needs
  • Build a highly effective team of Advisers, maintain retention by building lasting, trusting relationships with the Advisers

Skills

  • Level 4 Diploma qualified
  • Excellent communication, interpersonal and listening skills
  • Generic financial services product knowledge
  • Broad awareness of regulation with the financial services industry
  • Effective self-management, proactive
  • Ability to prioritise workload to meet agreed deadlines