Ifa Manager - Taunton, United Kingdom - Reed Insurance

Reed Insurance

Verified Company

Taunton, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Reed Financial Services are proud to be working alongside an expert financial planning 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 offers a competitive package depending on experience and is being offered on a hybrid basis with occasional office presence required.

Key Purpose

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
Level 4 Diploma in Financial Planning as a minimum
Experience working within an IFA firm managing a Sales /Advisory team.
Good technical knowledge and understanding of relevant regulations
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

If keen to discuss or apply, please send me yoru CV to or call me on /.