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IFA Regional Manager

  • Salary: £70000 - £80000 per annum
  • Location: Liverpool, Merseyside
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    11 Nov 2020
  • Job reference: 34796

My client is currently looking for an experienced IFA Regional Manager to manage a team of IFA's in Liverpool.

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.

The role

  • Manage and develop a team of c15 Advisors
  • Deliver an annual team target; this will be agreed with the Regional Sales 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
  • 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

The candidate

  • 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

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