Adviser Relationship Manager - Birmingham, United Kingdom - MERJE Ltd
Description
You will be responsible for leading a team of Advisers across a region. Be responsible for and take ownership of the revenue target for the team.Provide Advisers with the support, direction, motivation coaching, mentoring and guidance to achieve revenue target.
The role will involve:
- Contribute to and own the sales strategy for division, meet and exceed targets
- Develop the sales budget for the Advisers, present to Director
- 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 the Director 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
Key Requirements:
- Generic financial services product knowledge
- Broad awareness of regulation with the financial services industry
- Minimum 5 years Management experience
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