Independent Financial Advisor Coordinator
Published On:
8th, August 2023
Closes on:
8th, August 2023
Job closed
Job Description
The IFA Coordinator will be responsible for the execution of day-to-day elements of the investment
process, including screening, evaluating, performing due diligence on, structuring, monitoring, and
exiting investments. This will see them develop a fundamental catalyst-focused research effort, focusing
on original research and direct contact with company management teams and industry sources in the
hunt for ideas that will yield the highest, risk-adjusted returns.
Responsibilities:
o Recruit, select, train and develop Independent Financial Advisors.
o To formulate marketing, sales and distribution channels for the company as well as
manage the distribution process Participate in the development of the marketing plans,
budgets and pricing for the Company products.
o Plan and coordinate sales and marketing activities to build and generate new business.
o Build, maintain and strengthen good public relations with existing clients, investors,
corporate companies, business community, professionals, high net worth clients and
government agencies.
o Participate in the development of investment products that meet client needs.
o Determine annual IFA performance budgets and plans by implementing marketing
strategies; analyzing trends and results.
o Establish sales objectives by forecasting and developing annual sales quotas for regions
and territories; projecting expected sales volumes for existing and new products.
o Plan to ensure achievement of Individual and team targets, aligning with company sales
policies and strategies Manage, develop and motivate the IFA team to develop their skill
to ensure that a high professional standard is achieved and monthly sales target and KPI
target are met.
o Provide on-the-ground support for IFAs as they generate leads and close new deals.
o Develop and implement new sales initiatives, strategies and programs to capture key
demographics.
o Develop, maintain and execute a regional expansion plan.
o Continually assess the IFA Network, develop and evaluate its performance and manage
any conflicts while ensuring alignment with Company values and policies.
Requirements:
o Bachelor’s degree in Financial Economics, Financial Engineering, Finance, Actuarial
Science or related (an aptitude for numbers is a must for candidates with a non-finance
background).
o Enrolled in or pursuing a related professional course and/or exam (CFA, ACCA, CAIA,
CQF).
o Proficient in Microsoft Excel.
o Posses high-level skills to recruit, select, train and develop Independent Financial
Advisors(IFAs).
o Ability to formulate marketing, sales and distribution channels for the company as well
as manage the distribution process Participate in the development of the marketing
plans, budgets and pricing for the Company products.
o Plan and coordinate sales and marketing activities to build and generate new business.
o At least 5 year's of experience in a similar position.