Home based IFA Sales Manager, Leading 20 IFA's, National IFA & Wealth Manager - New

Resource Matters Ltd
Preston, UK
27 Jul 2019
01 Aug 2019
Contract Type
Full Time
Home Based: £70k - £85k Basic + Package + Excellent bonus scheme: £100k+ OTE

Resource Matters have been retained by our client a national IFA & Wealth Manager to recruit for a new home based IFA Sales & Relationship Manager to join their expanding business.

Reporting to the National Sales & Marketing Director, you will be responsible for leaving a team of 20 face to face IFAs across the Midlands & North. You will have responsibility for the revenue target of the team, and provide them with the support, direction, motivational coaching, mentoring and guidance to achieve revenue targets.

  • 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

  • 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

This is a new and exciting opportunity and which will not be on the market for very long. Please apply in confidence to Richard Harding Resource Matters quoting job reference 65342

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