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IFA Sales Manager, Scotland

  • Salary: £70000.00 - £75000.00 per annum + OTE £100K+
  • Location: Glasgow
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    16 Mar 2021
  • Job reference: 34934


Idex Consulting are currently seeking an IFA Sales Manager for an National wealth planning service.

The role will be to manage all IFAs across the Scotland (around 50)

You will tasked on influencing existing IFAs in reaching the next level with regards to FUM, recurring income and technical ability.

No T&C responsibilities are attached to this role.

The role will encompass:

  • 121's
  • Mid and end of year appraisals
  • Technical observations
  • Influencing skills
  • Conflict management

This is a brand new role for the firm and will be an opportunity for you to enfluence the growth of the business.

Please contact Alison MacMillan for a confidential chat on 07423 400829.

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