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IFA Area Sales Manager

  • Salary: £60000 - £75000 per annum
  • Location: North West England
  • Sector: Sales Management
  • Job type: Permanent
  • Date posted:
    23 Oct 2018
  • Job reference: 31235

My client is currently looking for an experienced IFA Sales Manager to manage a team of IFA's across the North West of England.

The role holder will be part of a national team of Sales Managers who each manage a team of professionally qualified IFA's and/or Employee Benefit Consultants across the country.


  • Manage and develop a team of up to c 15/20 Advisors
  • Deliver an annual team target; this will be agreed with the Regional Manager
  • Develop objectives, business plans and targets for their individual teams
  • Develop, coach and motivate the Advisers to ensure performance targets and company standards within the FCA regulatory framework are achieved
  • Responsibility for the achievement of their office revenue targets whilst maintaining or improving profit margins contributing to the overall company revenue expectations
  • Develop and maintain a good working relationship with the corporate advice team in order to maximise opportunities for cross referrals
  • Although having no direct line management responsibility for the admin support team it will be expected that the Sales Manager and Team Manager will work closely together to ensure all objectives are met
  • Responsible for delivery and support for company strategy/regulatory changes and business quality
  • Implement effective training and development plans for all direct reports via an annual assessment and ongoing during the year
  • Increase own and other direct reports technical knowledge and awareness of market and legislative conditions to enable the highest standards of advice to be given
  • To recruit and retain new and existing Advisers/teams
  • To identify adviser's appropriate training and personal development needs through the annual completion and review of the personal development analysis
  • The successful candidate will not be advising themselves


  • Experience in managerial roles
  • Competent Adviser Status - Dip PFS, JO7 and Diploma Level 4 (or Equivalent)
  • Proven success as a business leader with commercial and organisational awareness skills
  • Excellent knowledge and practical experience of advisory process within financial services and similarly for corporate business
  • Strong leadership, coaching and management skills
  • Excellent interpersonal and relationship building skills and ability to deliver through others
  • Excellent communication and time management skills
  • Experience in the medical profession would be an advantage
  • Experience of dealing with complex pensions

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

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