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IFA Sales Manager

  • Salary: £70000 - £90000 per annum + OTE £100,000
  • Location: Nottingham, Nottinghamshire
  • Sector: Sales Management
  • Job type: Permanent
  • Date posted:
    24 Jan 2019
  • Job reference: 32228

Client Overview

IDEX are partnering with one of the UK's leading national firms of Independent Financial Advisers, who is committed to providing a personal and professional service to both individual and corporate clients.

Position Overview

We are working alongside a leading national firm of Financial Planners who area actively seeking an experienced Regional IFA Sales Manager to oversee a team of 25 IFA's.
You will be responsible for driving new business initiatives while driving KPIs via the advisory team who advise HNW clients across the Midlands region.
The successful candidate will be able to demonstrate a track record of sales management within a financial advisory environment along with Level 4 Diploma in financial planning.

Purpose - Regional IFA Sales Manager

  • Lead a team of Planners across a region. Be responsible for and take ownership of the revenue target for the division
  • Provide Planners with the support, direction, motivation coaching, mentoring and guidance to achieve revenue target

Team Management - Regional IFA Sales Manager

  • Set clear business objectives, manage workflows, staff resources and deadlines to ensure organisational/departmental objectives are met
  • Set goals, objectives, develop and maximise potential
  • Develop a robust succession plan and ensure the team have the competencies, training and resource to provide clients with an exceptional service
  • Take ownership and be responsible for positive employee engagement within the team

Skills and Experience - Regional IFA Sales Manager

  • Multi-site management experience
  • Used to working in a fast changing environment
  • Fast thinking and able to flex between strategic and tactical
  • Management experience - track record of managing successful teams
  • Understanding of AO/IO with a good knowledge of platforms and providers
  • Diploma qualified

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. 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. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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