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Date Added: Wed 14/09/2022

IFA Relationship Manager

Bath, UK
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Company: ORTUS PSR

Job Type: Permanent, FullTime

Salary: £50,000 - £60,000 per annum

IFA Relationship Manager

Location: Bath

Salary: £50,000 - £60,000

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
Apply Now