Financial Services
London
Competitive Depending on Experience

Platform Consultant

Ref: 750| Posted: 21st May 2019

An immediate opportunity is now available for a Platform Consultant to join a growing Pension provider based Central London on a full time, permanent basis.

 

 In your role as Platform Consultant, you will be supporting their operational platform team and Regional Sales Managers in partnering the IFA and professional intermediary market, resolving their queries and building their platform knowledge.

 

You will also support their wider platform team to achieve individual, regional and national business production targets and KPI's, while ensuring adherence to regulatory requirements and governance standards.

 

As a Platform Consultant you will:

 

  • Work with regional intermediary firms to integrate and implement the platform within each organisation
  • Identify and manage opportunities to train and improve the use of the platform
  • Identify and manage campaigns focused on increasing platform assets and improved customer outcomes
  • Align all input and output to sales and commercial priorities
  • Ensure achievement of measurable service standards within the team
  • Act as a technical consultant and trainer to distribution partners
  • Able to convey the compelling reasons to partner with their provider and can build rapid trust and rapport in their technical, commercial and service capabilities
  • Build sustainable 'corporate knowledge' of any material distribution partner
  • Communicate and impart technical knowledge, including awareness of HMRC and legislative practices and changes relating to all business products
  • Take ownership of issues as they arise, using strong relationships to resolve fairly and commercially
  • Able to pass client relationships quickly and smoothly to colleagues where required and without detriment to the level of commercial activity

 

 

If this sounds great, here’s what experience we are looking for:

 

  • Experience of supporting sales in a high pace, regulated environment
  • WRAP Platform knowledge and experience
  • Experience and knowledge of delivering campaigns
  • Numerate with good verbal reasoning skills.
  • Process enhancement experience preferred

 

 

If you have the required experience, I want to hear from you!

Just hit the Apply button to forward over your CV for the Platform Consultant role.

First 2 Recruit Ltd is an Employment Agency who provide permanent and fixed term contract services and an Employment Business who provide temporary services as defined under the Employment Agencies Act 1973.  First 2 Recruit Ltd will collect the personal details which job seekers provide to us for the purposes of providing job seekers with work-finding services. In providing this service to job seekers we may need to transfer their personal details to our client companies.

Please note we regret that due to the high volume of CV's received we cannot give individual feedback to candidates, if you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful on this occasion.

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