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.
Principal Accountabilities:
- Recruit, select, train and develop Independent Financial Advisors.
- 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.
- Plan and coordinate sales and marketing activities to build and generate new business.
- Build, maintain and strengthen good public relations with existing clients, investors, corporate companies, business community, professionals, high net worth clients and government agencies.
- Participate in the development of investment products that meet client needs.
- Determine annual IFA performance budgets and plans by implementing marketing strategies; analyzing trends and results.
- Establish sales objectives by forecasting and developing annual sales quotas for regions and territories; projecting expected sales volumes for existing and new products.
- 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.
- Provide on-the-ground support for IFAs as they generate leads and close new deals.
- Develop and implement new sales initiatives, strategies and programs to capture key demographics.
- Develop, maintain and execute a regional expansion plan.
- Continually assess the IFA Network, develop and evaluate its performance and manage any conflicts while ensuring alignment with Company values and policies.
Required Qualifications:
- 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).
- Enrolled in or pursuing a related professional course and/or exam (CFA, ACCA, CAIA, CQF).
- Proficient in Microsoft Excel.
- Posses high-level skills to recruit, select, train and develop Independent Financial Advisors(IFAs).
- 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.
- Plan and coordinate sales and marketing activities to build and generate new business.
- At least 5 year’s of experience in a similar position.
