At a Glance
- Tasks: Build and maintain relationships with IFAs, providing exceptional customer service and sales support.
- Company: Join a growing financial solutions company focused on trust and innovation.
- Benefits: Competitive salary, comprehensive benefits, and opportunities for professional growth.
- Other info: Collaborative environment with genuine opportunities for career progression.
- Why this job: Be part of a dynamic team making a real impact in the financial industry.
- Qualifications: Sales experience, strong communication skills, and a proactive attitude.
The predicted salary is between 40000 - 50000 £ per year.
Our purpose is to raise and retain assets under management (AUM) for Triple Point to help drive the growth of the business. We accomplish this by providing innovative financial solutions that support financial advisers in helping people with their financial goals. We aim to be a trusted partner and are committed to building relationships built on trust, transparency, and integrity.
This role is predominantly phone‑based, working in conjunction with our regional representation to develop relationships with new IFA’s, create high levels of sales activity to existing relationships across the country, and provide the highest level of customer service/client experience. We are looking for a candidate who takes an exceptional approach to this role, understanding that the needs of clients (both internal and external) are central to Triple Point and key to the success of the business. The candidate will be engaged in the business, building relationships, seeking self‑improvement, and taking an interest in the future direction of Triple Point.
Key Responsibilities- Making outbound telephone calls to build and maintain relationships with new and existing IFA’s.
- Providing point of contact for inbound IFA queries.
- Enhancing and developing existing relationships to increase business levels.
- Assisting with managing a regional area of clients for Triple Point.
- Providing an exceptional level of customer service.
- Helping educate financial advisers and enable them to solve their clients’ needs.
- Designing and implementing sales and marketing campaigns.
- Developing skills to manage the whole sales cycle from first contact to close.
- Efficiently managing workload in a fast‑paced environment.
- Monitoring and maintaining the contact inbox from clients.
- Generating activity and booking meetings for relevant Field based Business Development Managers.
- Creating and delivering client‑specific illustrations.
- Representing Triple Point at industry conferences/seminars, as requested.
- Chasing prospective deals through to application stage and dealing with any queries that may arise.
- Providing indicative terms, as required, over the phone and via e‑mail to our IFA’s.
- Developing sales skills so that over time you are able to own and manage IFA relationships, hosting meetings on a 1:1 basis.
- Resolving client queries, monitoring the resolution process to keep the client updated to manage expectations.
- Proactively seeking ways to improve business processes across all areas to enable BDMs and the internal team to be more efficient.
- Updating client information on our CRM system (Salesforce), ensuring that information is accurate for reporting.
- Being an important part of the business development team in driving Triple Point.
- Ability to provide an exceptional level of customer service.
- Experience working in a sales function (ideally phone‑based).
- Exceptional phone manner and communication skills.
- High‑quality interpersonal skills; ability to deal with people at all levels.
- Strong IT proficiency (particularly Microsoft Office).
- Ability to pick up information and new concepts quickly and share it with others.
- Organised, with the ability to multi‑task and prioritise a varied workload.
- Proactive and highly motivated.
- Team player.
- Flexible attitude and willingness to evolve with the business.
- Integrity and honesty.
- Keenness and ability to learn.
- Highly numerate with strong academics.
- Ability to meet agreed business activity targets in a sustainable manner.
- Experience working specifically with IFA relationships.
- Experience using Salesforce.
- Hold or be working towards industry‑specific exams (e.g., financial services qualifications).
Why Join us? You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued. Be part of a growing and innovative team. We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression. Opportunities for professional development and career progression.
IFA Relationship & Sales Growth Manager employer: Triple Point
At Triple Point, we pride ourselves on being an exceptional employer that fosters a collaborative and innovative work culture. Our commitment to employee growth is evident through our comprehensive benefits package and genuine opportunities for professional development, ensuring that you can thrive in your role as an IFA Relationship & Sales Growth Manager. Join us in a dynamic environment where your contributions are valued, and together we can help financial advisers achieve their clients' goals.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Relationship & Sales Growth Manager
✨Tip Number 1
Get to know the company inside out! Research Triple Point's values, services, and recent news. This way, when you chat with them, you can show that you're genuinely interested and ready to contribute to their mission.
✨Tip Number 2
Practice your phone skills! Since this role is phone-based, make sure you’re comfortable chatting about financial solutions and building relationships over the phone. Role-play with a friend or use mock calls to boost your confidence.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships before you even apply can give you an edge and show that you’re proactive about joining the team.
✨Tip Number 4
Don’t forget to follow up! After any conversations or interviews, send a quick thank-you email. It shows your appreciation and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace IFA Relationship & Sales Growth Manager
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the IFA Relationship & Sales Growth Manager role. Highlight your sales experience, especially in phone-based roles, and showcase how you can build relationships with IFAs. We want to see how you align with our values of trust and integrity!
Show Off Your Communication Skills:Since this role is all about building relationships over the phone, let your communication skills shine through in your application. Use clear and concise language, and don’t forget to demonstrate your exceptional phone manner. We’re looking for someone who can engage effectively with clients!
Highlight Your Customer Service Experience:We value exceptional customer service, so make sure to include any relevant experience in your application. Share examples of how you've gone above and beyond for clients in the past. This will show us that you understand the importance of client satisfaction in driving business success.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our company culture and values while you’re at it!
How to prepare for a job interview at Triple Point
✨Know Your Product Inside Out
Before the interview, make sure you understand Triple Point's financial solutions and how they help IFAs achieve their clients' goals. This knowledge will not only impress your interviewers but also show that you're genuinely interested in the role and the company.
✨Showcase Your Sales Skills
Prepare to discuss your previous sales experiences, especially those involving phone-based interactions. Be ready to share specific examples of how you've built relationships and closed deals, as this is crucial for the IFA Relationship & Sales Growth Manager role.
✨Demonstrate Exceptional Customer Service
Since providing top-notch customer service is key, think of instances where you've gone above and beyond for clients. Highlight your ability to resolve queries and manage expectations, as this will resonate well with the company's commitment to trust and integrity.
✨Be Ready to Discuss Industry Trends
Stay updated on current trends in the financial services industry, particularly those affecting IFAs. Being able to discuss these topics during your interview will demonstrate your engagement with the sector and your proactive approach to self-improvement.
