About Job

The IFA Coordinator’s responsibility will be to build, maintain and strengthen good public relations with existing clients, investors, corporate companies, business community, high net worth clients and government agencies. To recruit, select, train and develop Independent Financial Advisors.

Principal Accountabilities:

• 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.
• 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 or equivalent in a related field (Finance, Accounting, Economics)
• Enrolled in or pursuing a related professional course and/or exam (CFA, ACCA, CIFA).
• 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.