IFA Coordinator at Jubilee Insurance

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.