Developing Financial Advisers dealing with Ex-Pat clients across Europe, The Middle East, America and Australia to help with their pension and retirement options

A driven learning and development professional designing and facilitating accredited structured CPD workshops for wealth management advisers.

Responsible for Life, Pension and Investment Sales in Birmingham (and surrounding areas) Develop and maintain relationships with panel of IFA's to attain required target.Follow business plan objectives by identifying key personnel, key product lines and targeting them accordingly.Understand IFA business model, objectives, customers and market context to effectively match and sell the right proposition and business model.Identify and negotiate additional resource needed to achieve targets i.e. Product SpecialistsImplementation of joint business plan with sales support to ensure all panel covered whilst developing point of contact professionally.Managing relationships effectively to ensure profitable business is written while still maintaining volume sales.Ensure that industry knowledge is kept to a standard to enable the identification of business opportunities when they present themselves.Continual personal development plan for soft skills and professional qualifications e.g. - Diploma.

Responsible for Life, Pension and Investment Sales in Birmingham (and surrounding areas) Develop and maintain relationships with panel of IFA's to attain required target.