Business Development Manager, Wrap Platform/IFA Sales recruitment
The role involves extensive direct telephone and face to face contact with wealth managers, developing business support relationships with them, and taking responsibility for the accurate administration of their business.RESPONSIBILITIES:Working closely with the Head of Platform to meet prospect clients and provide platform demonstrations to wealth managers who plan to use the platformDealing with the telephone queries regarding potential use of the platform, to understand the needs of the wealth manager’s business and promote additional services where appropriateRepresentation for the Platform Read more […]
Wrap Platform – Migration Consultant recruitment
Global Investment Management Company seeks a team of specialists who have excellent knowledge around the FNZ platform and can contribute to their large migration project. You will have experience in Team leading/Project Management or Business/Data analysis and have a full understanding of financial products such as SIPPs, ISA’s, PEPs etc. The current project is migrating many of the company’s products from multiple CRM systems on to the FNZ WRAP platform and you will require such knowledge. A key focus for the role will be planning and scheduling various segments of the migration, reporting daily Read more […]