Adviser Partnership Manager

4 weeks ago

City of London, United Kingdom Specialist Financial Recruitment Limited Full time

A fast-growing, FinTech company is looking for a talented and enthusiastic individual to join their busy London team as an Adviser Partnership Manager. Due to expansion, you will be following up new business enquiries from the sales team to ensure maximumconversion.

This is the perfect position if you would like to have a significant impact on a company’s growth and to develop your role and career as the business evolves.

The Adviser Partnership Manager role is a full time, hybrid role, working 3 days a week in London in a fast paced, vibrant environment. Our client offers a competitive salary with flexible working opportunities, 25 days holiday (exc. Bank holidays), privatemedical insurance, employee health and wellness discounts, and the opportunity to work in the London and Cambridge office.

**As an Adviser Partnership Manager, your responsibilities will include.**
- Answering telephone calls and responding to incoming queries in a timely manner
- Prepare deposit illustrations to show clients available products
- Presenting the cash management platform and the benefits to advisers and paraplanners
- Providing platform demonstrations to advisers and paraplanners
- Follow-up leads to ensure maximum conversion
- Responding to due diligence questions
- Signing up advisory firms to the platform
- Preparing monthly management information including pipeline

**We are looking for an Adviser Partnership Manager who has the following skills and experience.**
- Experience working in the financial sector, ideally working with, or supporting IFA’s is essential
- A self-motivated individual with a can-do attitude, capable of excelling in a fast-paced environment
- Attention to detail and ability to keep accurate records
- Personable and confident building relationships
- Ability to meet deadlines in a fast-paced environment
- Strong team player with excellent people skills including a confident telephone and presentation skills
- Strong IT skills including capability in Outlook, Word, Excel and PowerPoint

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