Senior Cashflow Consultant - Financial Services, Sales, Intelligent
- Recruiter
- Crown Heath Associates
- Location
- London
- Salary
- 40000.00 - 48000.00 GBP Annual + Benefits + Commission + Car Allowance
- Posted
- 30 Jun 2022
- Closes
- 08 Jul 2022
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
The Company
Not only is this company one of the market leaders in financial software, they are also one of the UK's fastest growing Fintech organisations, utilising cutting edge technologies to benefit their clients.
They are strong believers in investing in their employees and passionate about the products they produce and actively encourage their employees to grow and expand their experience and skill set as much as possible and will help you every step of the way!
They offer an innovative, independent working environment with the option to work on a hybrid basis alongside a first class benefits package. A collaborative working environment, business critical role, working with teams who love to be hands on, with aspirations to exceed a shared team Sales Target.
Exciting opportunity for an experienced Cashflow Consultant to work within an expanding Sales Team. Based in Wimbledon, currently remote working with a view to go hybrid, offering 40k - 48k.
Job Purpose
Business critical role, at the forefront of translating how using the product suite can transform the propositions of customers, who will be financial planners and wealth managers.
Drive business development, working as a hands-on solution sales consultant as part of a team aiming to meet and ideally exceed a shared team Sales Target
You will be experienced in the financial planning industry and financial products. Your role will be highly influenced by industry and regulatory change and therefore you will be on-top-of developments in the financial planning sector.
Key Responsibilities
Maintain and ensure all Sales Data & Pipeline opportunities are accurately represented in Salesforce.
Demonstrating the capabilities of solutions to existing and prospective users via hands-on solution sales, with an aim to close and win business for planning.
Maintain key relationships with marketing, product and customer teams ensuring all content and developments are aligned, accurate and reflect the needs of our target market.
Build strong relationships and train broader teams.
Knowledge Required
Required:
Financial Services industry knowledge
Experience of using cashflow planning tools.
Preferred:
Competent in using and working knowledge of Intelligent Office
Experience of a consultative nature
Understanding of different advisory business models and processes
Understanding of the current regulatory requirements and future changes
Skills and Experience Required:
Dynamic, flexible and energetic with a desire to succeed in a challenging environment
Strong team player but still a self-starter
A great communicator on all levels; conveying confidence, sincerity and professionalism, with the ability to make the complex simple
Ability to multi-task and can adjust priorities on-the-fly
Passionate about cashflow planning and long-term financial planning.
Qualifications Required
Qualified DipFS or part-qualified working towards qualification or equivalent
Paraplanner experience preferable
Experienced user of MS Office
Advanced cashflow knowledge required
Sales and training experience desirable.
Includes Benefits Package, Car allowance & Commission
Your CV will not be submitted for this or any other role without your prior approval.
Crown Heath Associates acts as both an Employment Agency and Employment Business.
Please note we can only consider applications from candidates who have the right to work in the UK.