IFA Sales Manager

1 month ago


Glasgow, United Kingdom IDEX Consulting Full time

We are looking for a Scottish 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
Contribute to and own the sales strategy for division, meet and exceed targets
Develop the sales budget for the Advisers, present to CD
Monitor progress on individual revenue target, provide or arrange for any necessary training and coaching to ensure targets are achieved
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
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.
Visit the IDEX Consulting Ltd website for further opportunities. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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