Job Ref. No: JAML 070
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
JAML’s overall 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 JAML 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 JAML’s values
and culture in all interactions with IFAs and internal teams.
- Provide mentorship and
guidance to newly recruited IFAs to ensure alignment with organizational
expectations.
Risk Management, Compliance,
and Corporate Governance
- Ensure adherence to all
internal policies, regulatory requirements, and ethical standards in IFA
operations.
- Monitor IFA activities to
identify and mitigate compliance risks.
- Maintain accurate records
and documentation in line with governance frameworks.
- Promote a culture of
accountability, transparency, and compliance within the IFA network.
Key Competencies:
- Excellent communication
and interpersonal skills.
- Strong planning,
coordination, and analytical capabilities.
- Customer-centric with a
focus on results and service quality.
- Sound understanding of
financial products and markets.
- Proficiency in MS Office
and digital engagement platforms.
Academic Background &
Relevant Qualifications:
- Bachelor’s Degree
in Business, Marketing, Finance, or a related field.
- Minimum of 2–3 years of
experience in financial services, sales coordination, or relationship
management.
- Prior experience working
with IFAs or distribution networks is an added advantage.
How to Apply
If you are qualified and seeking an exciting new
challenge, please apply via Recruitment@jubileekenya.com quoting
the Job Reference Number and Position by Tuesday, 23rd December 2025.
