Financial Services Retail Platform Consultant
3 weeks ago
Even during these unprecedented times, my client, global leading financial services organisation is still very much "business as usual where they are renowned for offering ongoing career opportunities. Due to ongoing developments, seeking an additional RetailPlatform Consultant.
This particular area of the business is responsible for engaging with adviser firms with a view to integrate their financial platform into their business, helping them to drive efficiencies, and ultimately maximising assets on the platform though consolidation,new business and retention.
- The role will see you working in the Southeast region covering Kent, Essex, East Anglia and Outer London, working closely with both the Sales and Account Management teams, where you will interact with advisers via face-to-face meetings, presentations, anddigital solutions to help maximise opportunities with new and existing firms.
- You will provide guidance to portfolio on effective ways to consolidate assets, develop any growth opportunities, promote the platform enhancements and provide training to the users.
- Adopting a consultancy approach, you will also further support new firms throughout the initial stages, ensuring new business flows smoothly and ensures a great initial experience.
This is a varied opportunity that will allow you to pro-active engage with your portfolio of accounts that have opportunities to grow assets that are often triggered by enhancements to the proposition and where new functionality is being delivered or updatingon regulatory changes.
Due to the nature of this it is essential that you possess proven Financial Services Advisory experience (any platform market and the competitor landscape knowledge would be beneficial), together with being able to provide good technical knowledge.
Ideally through formal qualifications such as the CII Diploma in Regulated Financial Planning, you will be someone who is confident at all levels of the business with senior stakeholders from sales, operations and technology, coupled with the enthusiasmand drive to 'get things done’ with a variety of clients and stakeholders.
As this is not an office-based role, you will be provided with a car allowance, together with an excellent remuneration and benefits package that includes an attractive bonus and a non-contributory 10% pension etc.
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