Platform Client Relationship Manager
3 weeks ago
Our client is a fast-growing, award winning, FinTech company. Having experienced continued growth, an exciting new vacancy has arisen for an individual to join the **IFA Sales Account Management team**.
Reporting to the Head of Sales, the **Platform Client Relationship Manager** will be responsible for helping grow and onboard assets with key IFA and Wealth Management distribution partners.
**As a **Platform Client Relationship Manager** your responsibilities will include**:
**The management of a portfolio of Financial Adviser firms**:
- Building relationships at Adviser and client level, helping them at point of sale with platform queries, client illustrations and other platform related activities
- Generating new business in Partnership with each respective Partner firm
- Selling the client and Adviser benefits of the platform
- Organising the training of partners via webinar and sometimes face to face
- Identifying new Partnership opportunities
- Partner due diligence
**New Business Quotations**:
You will put together quotes for new clients using internal systems and help to explain the service to them. This will include:
- Quote creation
- Tracking the status of the quote as clients decide to go ahead
**System & Process Improvement**:
You will be using internal systems and processes every day, and as a business, continually looking to improve these. Our client will want your ideas on how to do the following:
- Make processes more efficient
- Make processes easier for clients
- Make the technology interface more user-friendly
**Qualifications and Skills**
Working in an FCA regulated environment, we need bright, high quality individuals with:
- A minimum of 3 years experience of working within IFA sales and / or Platform Implementation, ideally a mix of over the phone and face to face with a strong track record of sales delivery, helping meet and / or exceed sales targets over that timeframe
- The ability to present to groups of IFAs/wealth advisers and clients with a high degree of impact
- Knowledge of the Financial Planning process and a strong ability to engage customers using that knowledge
- Confidence with technology and the ability to use tech as part of the sales process
- The ability to influence individuals within an organisation at all levels, from administrators to senior sales management
- Honesty and integrity
- Strong work ethic
- Great communication skills
- Capacity to excel in a fast-paced environment
- Personable and friendly manner
- Great team player
Alongside a competitive basic salary, annual discretionary bonus structure and benefits package, with a good work ethic and lots of enthusiasm, there is unique potential to grow and develop within the business.
**It is envisaged that you will spend 2-3 days working from the London City office, with the remainder of your time client facing and / or working from home.
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