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).
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.
Recruit and develop individual financial advisory representatives to ensure they maintain high standards of professionalism and customer centricity.
Implement effective performance management procedures to drive individual objectives and achievement of team goals .
Provide supervisory oversight of financial advisory representatives under charge.