Overview
Role title: Adviser Enablement Lead – Scotland. Location: Hybrid in the Glasgow region, with travel as required. Hours: 35 hours per week. SMCR Function: This is a Certified Role.
Purpose of role
To support the Head of Adviser Enablement and Regional Lead IFAs to achieve outstanding client service and to drive revenue growth and retention in line with revenue targets.
Responsibilities
* Supports Regional Adviser Leads to achieve individual and regional targets
* Acts as the conduit between functions and Regional Adviser Lead
* Owns and develops workflow processes and documentation to operationalise the commercial function
* Drives efficiencies through Centralised & Nationalised MI/BI, Systems and processes
* Identifies national technical training requirements & provides solutions in conjunction with L&D / Advice Quality Manager
* Leadership - Regional: Support Regional Lead IFAs and IFAs to drive business growth and achieve targets. Collaborate with key internal stakeholders to provide high quality end to end service to the IFA community.
* Growth strategy: Work closely with Regional Lead IFAs to devise a Regional growth strategy to deliver annual revenue targets.
* Process Improvement: Drive a best-in-class sales function, by working with Product and Client Services to improve effectiveness of the advice process. Act as the conduit between support functions to identify improvement, problem solve and drive efficiencies, with Client experience and retention at the heart of all that we do.
* Target-setting and incentives: Determine, in association with Adviser Enablement function and Regional IFA Leads, the Regional revenue targets and allocation for each Region and Adviser.
* Client bank management: Work with Regional Lead IFAs on client allocation by Adviser including changes and reallocation of client bank to operate more profitably and in the best interest of the Client.
* Lead generation: Work with Marketing and Central Intelligence function to ensure the right tools are in place to generate leads for Advisers and identify opportunities in existing client banks through the use of insights, marketing and pipeline management tools (e.g., Hubspot).
* Reporting and data quality: Work with the data team to ensure all commercial data for the Region is accurate. Provide reporting on Commercial performance to senior stakeholders as well as reports for Regional Leads and Advisers.
* IFA performance management and development: Work with support functions (product) and Regional Lead IFAs to monitor IFA performance, compliance and governance, driving improvement strategies as necessary. Identify training gaps for IFAs and recommend remedial action and track progress
* Regulatory compliance: Liaise with Group Compliance on regulatory matters of potential concern or risk in a timely manner, and assist in regulatory projects as required. Ensure IFA performance is managed and supervised in accordance with FCA Code of Conduct, Ascot Lloyds scheme and Fit and Proper principles.
Qualifications and requirements
* Experience in adviser enablement, sales support or related function
* Strong collaboration, process improvement and data reporting skills
* Ability to work with cross-functional teams and stakeholders
* Understanding of FCA regulations and regulatory compliance in financial services
Seniorities and employment
* Seniority level: Mid-Senior level
* Employment type: Full-time
* Job function: Human Resources
* Industries: Banking
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