Adviser Relationship Manager

Reports to:

Commercial Director

Location:

Regional Based – With travel as required to meet the role requirements

Hours of work:

35 hours each week, with flexibility to meet deadlines as required

SMCR Function:

This is a Certified Role

Purpose of role

• Lead a team of Advisers across a region.  Be responsible for and take ownership of the revenue target for the team.
• Provide Advisers with the support, direction, motivation coaching, mentoring and guidance to achieve revenue target.
• Responsible for providing Commercial Director (CD) with revenue and sales data when requested

Key Responsibilities

• Periodically attend client meetings alongside an authorised Adviser, to observe Adviser technique from a sales and opportunities perspective and to aid Adviser development.  On occasion, the ARM may assist the adviser and provide verbal advice to the client, which is deemed a regulated activity.  To facilitate this the ARM will be authorised as an adviser in a limited capacity, the details of which are reflected in the T&C scheme
• Plan and develop presentations and deliver at client seminars
• Co-ordinate with Head of Advice, review client proposition and roll out appropriate training
• Develop training and development plans in partnership with Learning & Development Manager
• Be proactive to change and demonstrate leadership capabilities during the change cycle
• Contribute to and own the sales strategy for division, meet and exceed targets
• Develop the sales budget for the Advisers, present to CD
• Understand the advice proposition and process
• Monitor progress on individual revenue target, provide or arrange for any necessary training and coaching to ensure targets are achieved
• Collaborate with the compliance department to ensure that all activities undertaken by the Advisers meet with compliance procedures and processes.
• Provide meaningful MI and a written report to CD on a monthly basis for presentation to Executive Team
• Review the client bank on a regular basis and ensure it is managed effectively, ensuring TCF
• Encourage and assist Advisers in growing target client numbers, by understanding each Advisers motivators and training needs
• Build a highly effective team of Advisers, maintain retention by building lasting, trusting relationships with the Advisers
• Expand network of Advisers to build a bank of talented Advisers to assist with recruitment
• Hold regular team meetings which are organised with follow-up action plans
• Engage on a regular basis with Advisers and understand the Advisers client bank

Team Management

• Set clear business objectives, manage workflows, staff resources and deadlines to ensure organisational/departmental objectives are met
• Set goals, objectives, develop and maximise potential
• Develop a robust succession plan and ensure the team have the competencies, training and resource to provide clients with an exceptional service
• Take ownership and be responsible for positive employee engagement within the team
• Communicate changes to team on a regular basis and ensure the team understand and apply the changes
• Develop a Treating Customers Fairly (TCF) culture ensuring a consistent approach embedded into procedures, training and development plans
• Hold regular team meetings at various locations as required

Competency

• Achieve organisational, operational and personal objectives, whilst demonstrating Ascot Lloyd’s values and core competencies
• Undertake regular, appropriate and timely CPD activity to demonstrate ongoing competence in relevant industry knowledge and skills
•  Attend seminars, workshops, training courses and any other coaching Ascot Lloyd management team deem necessary