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Location

South Kesteven, Lincolnshire | United Kingdom

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Job description

My client is a well known national IFA practice with a large team of advisers in Scotland and the north of England.


We are looking for an IFA Sales Manager to lead a team of advisers and to be responsible for and take ownership of the revenue target for the team.


You will provide advisers with the support, direction, motivation coaching, mentoring and guidance to achieve revenue target and be responsible for providing Commercial Director (CD) with revenue and sales data when requested


Key Responsibilities

• Contribute to and own the sales strategy for division, meet and exceed targets
• Develop the sales budget for the Advisers, present to CD
• 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.
• Provide meaningful MI and a written report to CD on a monthly basis for presentation to Executive Team
• 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
• Expand network of Advisers to build a bank of talented Advisers to assist with recruitment
• Hold regular team meetings which are organised with follow-up action plans
• Engage on a regular basis with Advisers and understand the Advisers client bank

In return you will receive an excellent salary and bonus and be leading one of the most successful adviser teams in the country.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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Job tags

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Salary