|Job Title:||IFA Consultant/Broker Consultant|
|Description:||IFA Consultant/Broker Consultant - Leeds, West Yorkshire
An exciting new opportunity has arisen to join a leading financial organisation in its Leeds Office. The role is of an IFA Consultant/Broker Consultant.
The purpose of the role is to develop panel IFA relationships to maximise business opportunities and secure profitable partnerships.
The main responsibilities include requires responsibility for developing and managing profitable business relationships within an established team of IFAs. In addition you will be accountable for:-
• Securing and maintaining “preferred providers”
• Establishing business needs with solutions
• Implementing new business plans from beginning to end
• Demonstrating and applying market knowledge, product and skills
• Maintain accurate records
• Managing the interface between the company's business units
• Creating an efficient team environment
• Managing and developing relationships
The ideal candidate will be required to work in a fast paced and motivated team, working effectively to contribute towards the success of sales within the area.
They shall also have:-
• Mastery in all CBT modules in key FP product areas
• 10 hours of Technology accreditation in NGP/Internet/Microsoft/IFA Tools per year
• A proven sales track record in the last 12 months
• Financial Planning Certificate
• Documented study towards one of the following Level 1 qualifications: G10, G20, G30, G60, G70, G80, H15, H25, K10 + K20
|Salary Range:||ŁNEG N/A|
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