Job Description Morgan McKinley are partnered with a fast-growing wealth manager to hire a Sales Director to win business with the IFA community.
I am shortlisting for a fast-growing wealth management firm who are looking for a Sales Director to win business with IFAs and Mortgage brokers across the U.K.
Responsibilities of Sales Director:
Develop, monitor and review adviser firms.
Responsible for personal KPIs and targets
Develop and maintain an efficient contact strategy with advisers
Maintenance of all adviser relationships
Monitoring business levels. Supporting advisers take proactive and recovery action as appropriate
Working with the team to develop / identified Growth accounts.
Ensuring appropriate strategy with Development firms
Regular contact to maintain and improve working relationship with firms
Work with the team to identify and prioritise target firms
Use all available marketing to ensure maximum leverage from every firm
Take responsibility and own development plans
Deliver and co-ordinate technical and new business presentations and seminars.
Maintain adequate and relevant notes on activity and key new business relationships
Maintain contact details and relationship notes within CRM
Platform demonstrations
Onboarding and related issues, oversee activity with on boarding firms
What will you bring to the role?
You will have worked in a Business Development/ Sales Manager role previously within Financial Services and have a network of advisor / IFA firms:
You will have extensive experience in an IFA-facing sales/business development role
A proven network of adviser firms within region
Investment platform experience
Excellent interpersonal skills, with the confidence to approach people at all levels of seniority
Strong influencing, PowerPoint (presentations) and communication skills
Effective planning, organisation and time-management skills
Excellent negotiation skills
Qualified to Diploma in Regulated Financial Planning (or Level 4 equivalent) is desirable
Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.
BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.