Adviser Relationship Manager - Birmingham, United Kingdom - MERJE Ltd

MERJE Ltd

Verified Company

Birmingham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

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: