Responsibilities

• Sales, Marketing and Relationship Building.
• To manage and develop relationships with IFAs and their support staff.
• To maintain and grow business flows from their designated IFA panels.
• To deliver against determined sales targets.
• To ensure an understanding by their IFAs of the philosophy and long-term goals of Allan Gray.
• To promote Allan Gray and the products and services to their IFA panel.
• To ensure that the IFA and support staff are aware of, and well versed in, all Allan Gray’s systems and processes and to provide ongoing training to the IFA and their support staff.
• To manage the distribution and supply of all marketing collateral to IFAs.
• Do presentations to IFA’s and their clients when required to do so, and to take responsibility for the efficient co-ordination of the events.
• Arrange and over-see the co-ordination of IFA Presentations (In house/externally) – venues, presentations, marketing material, etc.
• Entertain the IFA to enrich the relationship and reward the IFA for their contribution to the business.
• To ensure the highest standard of service excellence for all Allan Gray Financial Advisers and Clients.
• To identify trends in the industry and to gather competitor intelligence, and to take steps to ensure threats are countered, and opportunities are exploited.
• To keep and maintain a record of all management information of the IFA practice, including the structure, business plan and marketing plans.
• To develop and maintain a strategic plan, and to execute against that plan.
• To ensure they are fully versed in all aspects of the business, systems, and processes of Allan Gray.
• Solve and manage queries on an on-going basis.
• To pro-actively report back to the IFA and support staff on the tracking of all new business, queries, outstanding requirements, assets under management, and all ad hoc requests.
• To respond to and resolve all the IFA and support staff ad hoc requests.
• To meet with and report progress against targets to the Regional Manager.
• To advise the Regional Manager of any incident that might compromise the values of Allan Gray.
• To arrange visits by the Regional Manager to the Business Development Manager’s panel of IFAs.
• To ensure the cost-effective running of their panel of IFAs.
• To liaise with relevant persons and divisions at Allan Gray head office, to ensure delivery of their responsibilities.
• To keep and maintain a portfolio of evidence of all daily activities for presentation purposes to a panel of assessors once a year as required by the BDM competency model.

Requirements

• The candidate should be self-motivated and action oriented.
• The candidate should have a friendly and diplomatic nature, possessing sufficient maturity to speak confidently and with empathy to intermediaries and clients, many of whom may be senior executives.
• The highest standards of personal integrity and ability to maintain confidentiality is essential.
• The candidate, whilst needing to be able to cope with shifting priorities will need to ensure conformity with processes and rules.
• The job requires someone who is energetic, flexible, organised and self-disciplined and who enjoys working in a team environment.
• The candidate should have a passion for people, able to use their initiative, and be willing to go the extra mile.
• The candidate should be able to work under stress, while retaining composure and focus.

Education

• Formal qualifications or relevant experience – relevant business degree (CFP) or job-related experience would be an advantage.