IFA Regional Manager (Scotland)
Job Description
Job title: IFA Regional Manager (Scotland)
Company: IDEX Consulting
Job description: Access real-time salary data on over 600 roles across 40 different specialisms across the General Insurance, Financial Services and Legal professions.
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
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IFA Regional Manager (Scotland)
Job details Posted 12 January 2024 Salary£75000.00 – £85000.00 per annum + Excellent benefits package and bonus LocationScotland Job type Discipline Expiry 21 April 2024 Reference40884_1705072717
Consultant
Executive Director & Regional Manager
IFA Regional Manager (Scotland)
Job description
My client is a well known national IFA practice with a large team of advisers in Scotland and the north of England.
We are looking for an IFA Sales Manager to lead a team of advisers and to be responsible for and take ownership of the revenue target for the team.
You will provide advisers with the support, direction, motivation coaching, mentoring and guidance to achieve revenue target and be responsible for providing Commercial Director (CD) with revenue and sales data when requested
Key Responsibilities
- Contribute to and own the sales strategy for division, meet and exceed targets
- Develop the sales budget for the Advisers, present to CD
- Understand the advice proposition and process
- Monitor progress on individual revenue target, provide or arrange for any necessary training and coaching to ensure targets are achieved
- Collaborate with the compliance department to ensure that all activities undertaken by the Advisers meet with compliance procedures and processes.
- Provide meaningful MI and a written report to CD on a monthly basis for presentation to Executive Team
- Review the client bank on a regular basis and ensure it is managed effectively, ensuring TCF
- Encourage and assist Advisers in growing target client numbers, by understanding each Advisers motivators and training needs
- Build a highly effective team of Advisers, maintain retention by building lasting, trusting relationships with the Advisers
- Expand network of Advisers to build a bank of talented Advisers to assist with recruitment
- Hold regular team meetings which are organised with follow-up action plans
- Engage on a regular basis with Advisers and understand the Advisers client bank
In return you will receive an excellent salary and bonus and be leading one of the most successful adviser teams in the country.
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Expected salary: £85000 – 110000 per year
Location: Scotland
Job date: Sun, 14 Jan 2024 02:49:56 GMT
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