FINANCIAL PLANNING - MANAGEMENT OF FA REPS Level 3

Job Roles

Job Description

  • Managing Financial Advisory (FA) Representatives

Job Roles

  • Director of Sales
  • Financial Services Director
  • Financial Services Manager
  • Group Sales Manager

Prerequisites

Completed IBF Standards: Financial Planning (Level 2) ProgrammeAchieve IBF Advanced ('IBFA') for Financial PlanningorPossess minimum 8 years of relevant experience in financial planning for individuals and show proof of competency at IBF Standards: Financial Planning (Level 2).

Relevant Job Responsibilities

  • Design team strategies, product selection and recruitment
  • Set performance targets and remuneration policies
  • Handle customer feedback to enable optimisation of services
FINANCIAL PLANNING - MANAGEMENT OF FA REPS Level 3

competencies

Team Leadership

Lead a team of financial advisory representatives to achieve their personal objectives and team goals, and upholding the high standards of professionalism and customer centricity while in pursuit of those goals and objectives.

Recruitment and Development of FA Representatives

Recruit and develop individual financial advisory representatives to ensure they maintain high standards of professionalism and customer centricity.

Performance Management for FA Representatives

Implement effective performance management procedures to drive individual objectives and achievement of team goals .

Supervisory Oversight

Provide supervisory oversight of financial advisory representatives under charge.

FINANCIAL PLANNING - MANAGEMENT OF FA REPS Level 3

Certification Level Awarded:
IBF ADVANCED

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