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Experienced Consultants
3 months ago
The role of the Principal Solutions Consultant is to support business development consultants working on larger and more complex sales opportunities by providing technical support about how Dynamic Planner and its investment services work and how they will add value to the client.
To support business development consultants in the sale of Dynamic Planner to larger financial advice firms and wealth managers by:a) Understanding and mapping their current advice and financial planning processes and systems
c) Demonstrating how Dynamic Planner and its investment services can add value to their organisation with a clear return on investment
Working in support of the business development consultants on sales to larger organisations (wealth managers, insurers, banks and large advice firms)
Consulting to clients on their current processes and systems to gain a clear picture of what they are looking to achieve, what they use today, and what the challenges are
Acquiring a deep understanding of how Dynamic Planner and its investment services work and how it has added value and transformed existing clients such that you can explain this to prospective clients
Coordinating input from across internal teams as required e.g. proposition, product, investment services, architecture etc
Clients and prospective clients who understand how Dynamic Planner and its investment services will drive significant benefits and ROI to their organisation versus alternative solutions, in particular their present architectures
Sales made by the Business Development team members supported
Passionate about the role of financial advice in enhancing client outcomes and the role that technology plays in supporting this
An excellent understanding of scaling financial planning businesses, their processes, challenges and the systems they use for; financial planning, CRM, platform / custody, compliance, workflow, MI, portals, KYC and research etc
Experience of successfully implementing and/or using the key systems in and around the financial planning process to deliver measurable gains
An outgoing personality, comfortable presenting and facilitating workshops with senior individuals from large organisations
Good at influencing others to communicate your ideas and helping them achieve the benefits they are looking for
Full support will be provided to aid understanding here.
Excellent written English and good maths
Comfortable writing proposals and responding to RFIs / RFPs, business cases etc
Strong project skills
Excellent Microsoft office (Powerpoint, Excel, Word etc
