IFA Coordinator at Jubilee Insurance

Role Purpose

The IFA Coordinator is responsible for strengthening the Independent Financial Advisor (IFA) channel by driving strategic initiatives, enhancing operational efficiency, ensuring compliance, and fostering a culture of collaboration and excellence. The role will support IFAs through training, engagement, and performance monitoring to achieve business growth and deliver exceptional client experiences.

Main Responsibilities

Strategic Planning and Execution

• Support the implementation of the IFA business strategy to drive growth and profitability
• Conduct regular training and product knowledge sessions to align IFAs with company strategy, products, and market positioning
• Provide data-driven insights and recommendations to support strategic decision-making and business development
• Partner with IFAs in developing client acquisition plans and sales initiatives that align with organizational objectives

Operational

• Act as the primary liaison between IFAs and internal departments to ensure seamless service delivery
• Coordinate onboarding, induction, and integration of new IFAs into company systems and culture
• Oversee timely resolution of IFA and client queries to enhance customer experience and satisfaction
• Prepare and submit periodic performance and progress reports highlighting key activities, metrics, and outcomes
• Support the achievement of new business targets and maintain Assets Under Management (AUM) levels in line with budget expectations

People Leadership and Culture

• Foster strong relationships and collaboration within the IFA network to promote engagement and performance
• Promote a learning culture by facilitating continuous product and market training
• Champion organizational values and culture in all interactions with IFAs and internal teams
• Provide mentorship and guidance to newly recruited IFAs to ensure alignment with organizational objectives