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Ebusiness Consultant

Eingestellt von Harvey Nash IT Recruitment UK

Gesuchte Skills: Sales, Consultant, Marketing


A leading Financial Service are looking for an eBusiness Consultant to support the take up of the online services available to financial advisers.

Key responsibilities include:
*Deliver ongoing training and accreditation to our Regional Sales and Operations teams on our online services.
*Support on-boarding adviser firms to the Daley online proposition including F2F and remote training.
*Ensuring RSUs and Adviser firms have the correct knowledge and technology set up to optimise usage of the online proposition and fit it with the advice process.
*Close liaison with your aligned regional sales team to ascertain priority segmentation, adoption targets, training requirements for the advisers and assisting in assessing suitability of firms.
*Monitoring usage over a welcome period and providing specialist support with a full hand-over to the RSU team for day-to-day management.
*Close liaison with the Operations team to ensure technical and other referrals are handled effectively
*Support coaching of new entrants and delivery of training and accreditation modules to constantly renew knowledge within the sales team

Knowledge and Experience:

*You will have a working knowledge of financial adviser business processes, dealing with financial advisers in a face to face environment, marketing and promotional activities
*Knowledge of industry best practice, life and pensions products and financial services regulatory frameworks is highly desirable
*Being a commercially minded individual with significant experience in relationship management or an adviser service role within financial service will be advantageous.
*Possess detailed knowledge of industry digital business initiatives and excellent communication skills will be key for this role. Also, good attention to detail and the ability to work to tight deadlines will allow you to succeed.
*Possessing a recognised Financial Services qualifications (CF, FA etc) is desirable but not essential for the role.
*Familiarity with WEBEX, online services along with tools such as Excel and Powerpoint.


  • Vertragsart:


  • Berufserfahrung:

    Keine Angabe

Geforderte Qualifikationen

Harvey Nash IT Recruitment UK