Ifa Sales Manager - Taunton, United Kingdom - Reed Insurance
Description
Reed Financial Services are delighted to be working alongside an expert financial planning and specialist insurance firm in recruiting an IFA Sales Manager.
This is an exciting opportunity to join a well established firm with big plans for growth over the coming year, in managing their team of 10 financial advisors across the southwest.
This is purely a management role, with no requirement to give financial advice, however there is an expectation to assist with newer advisors so experience and necessary qualifications are a must.
The role is offering a starting salary of £55,000 - £80,000 depending on experience and is being offered on a hybrid basis with occasional office presence required.
Lead and manage the IFA team to (i) drive sales revenue; (ii) deliver cultural and growth objectives that reinforce overall business strategy and (iii) ensure a 'best in breed' client experience.
Responsibilities:
- Provide day to day leadership and support to IFA's and mortgage advisors
- Take ownership of income targets, achieving individual objectives and key performance indicators as set and agreed
- Encourage and enable our values and culture throughout the business
- Support the development of the business proposition
- Work with the advisors to drive and develop sales to meet financial targets for new income and funds under advice through effective business planning
- Instil a culture of professional development within the team, including qualification, product and technical knowledge with relevant competency levels achieved and maintained
- Manage and develop individual and team performance through identification of training needs and implementation of coaching and development plans to develop capability within the business
- Work with key stakeholders to ensure Company guidelines, compliance, complaints, policy and procedures are followed consistently to minimise risk to the company
- Produce accurate and detailed MI reports as required to monitor achievement of budget and quality targets
- Talented and assured in people and performance management
- Dependable leader with the ability to encourage and work in a trusted environment
- Proficient in creating a resultsdriven team, focusing in both the short and long term, whilst empowering individuals to focus on their goals
- Highly motivated and committed to achieve and deliver
- Inspire people through motivational coaching & training
- Ability to lead a team & create followership in a regulated, compliant and client focused environment
- Entrepreneurial mindset to be able to innovate and challenge existing approaches
- Strong professional presenter who represents what we stand for and creates business opportunities for the team
- Confident and capable in communicating, networking, managing relationships and change management
- Organised and resourceful with exceptional ability to project manage and delegate
- A role model of collaborative working and stakeholder management
- Driven to be proactive to new challenges and positively shape the desired opportunities and outcomes
- Diploma in Financial Planning
- Experience working within an IFA firm
- Good technical knowledge and understanding of relevant regulations
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