Sales Manager -IFA firm
Our IFA firm client have offices throughout the UK and seek a Cardiff based first line manager.
The role holder will be part of a team of Senior Managers who each manage a team of professionally qualified IFA’s together with a working relationship with the Corporate Advice Team in order to maximise opportunities for cross referrals.
The aim of the role is the achievement of the Company revenue and target through the delivery of a team target. As part of the regional management team, the Senior Manager is responsible for the achievement of their individual office revenue targets whilst maintaining or improving profit margins contributing to the overall Company revenue
In addition the role holder will develop objectives, business plans and targets for their individual teams. Furthermore they will develop, coach and motivate the Advisers to ensure performance targets and company standards within the FCA regulatory framework are achieved.
Other key accountabilities include recruitment, training and coaching, client acquisition, profitability and risk management
The successful candidate will need to be Diploma Level 4 and competent adviser status with managerial experience in a regulated Financial Planning role
Salary is 70k plus benefits and OTE circa 100K