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Ifa Relationship Manager
2 weeks ago
**IFA Relationship Manager**
**Location: Sheffield**
**Salary: £70,000 - £80,000**
This is an exciting opportunity for a new IFA Relationship Manager to join a financial planning firm with a fantastic reputation.
**Responsibilities**
- Contribute to and own the sales strategy for division, meet and exceed targets
- Develop the sales budget for the Advisers
- 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.
- 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
**Skills**
- Level 4 Diploma qualified
- Excellent communication, interpersonal and listening skills
- Generic financial services product knowledge
- Broad awareness of regulation with the financial services industry
- Effective self-management, proactive
- Ability to prioritise workload to meet agreed deadlines
