An Investment Management company has an immediate requirement for a telephone based IFA Account Manager based in Cardiff
Working from their impressive City Centre premises, you will relationship manage an existing panel of IFA accounts, proactively promoting investments from the Company's impressive product portfolio and providing services over the phone to Independent Financial Advisers. You will be required to develop strong business relationships with IFAs in your designated region, understanding their needs and helping them to develop their business.
This is office based, Monday to Friday 8.30 a.m. until 5.30 p.m. and you will be contacting all the IFAs by phone
Looking for a real energy and drive, Strong communication and influencing skills.
Self starting and proactive working attitude essential
Additional responsibilities will include:
Building, implementing and delivering an effective business plan for an agreed IFA panel.
Achieving and exceeding sales targets, developing skills and knowledge to improve levels of performance.
Candidates will ideally have some relevant sales experience gained in a Financial Services environment and Progression towards FPC / Certificate in Financial Planning, or equivalent, would be advantageous, but not essential
Basic Salary £24,000 plus bonus, 22 days holiday
