Cashflow Solutions Consultant

Closing date
29 Jul 2021

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Technology & New Media
Contract Type

Job Details

Cashflow Solutions Consultant - Financial Services - Intelligent Office - Consultancy - Training - Financial Advice / Advisory - Cashflow Software
The Role
In this exciting, business critical role you will be at the forefront of translating how using our client's product can transform the propositions of its customers - typically financial planners and wealth managers. Joining a high-quality team responsible for delivering online and face to face training to enhance the customers experience. This role is critical in terms of demonstrating how customers can succeed when embracing our clients technology solution.
Key Responsibilities
Demonstrating the capabilities of our clients solution to existing and prospective customersProducing on-line articles driven by the specific needs of our clients customersBuild strong relationships and train channel partner sales/training teamsMaintain key relationships with marketing, product and customer support teams ensuring all content and developments are aligned, accurate and reflect the needs of our clients customers
Knowledge Required
Competent in using and have a working knowledge of Intelligent Office Experience of a consultative naturePrevious experience managing projectsUnderstanding of different Advisory business models and processes
Skills and Experience Required
Financial Advice / IFA / Advisory industry experienceExperience of using cashflow toolsQualified DipFS or part-qualified working towards qualification or equivalent experienceParaplanner experience gained previouslyExperience providing training to usersPassionate about cashflow planning and long-term financial planning
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!!!Situated in new state of the art offices in South West London, they offer an innovative, independent working environment alongside a first class benefits package. A collaborative working environment and technology is at the heart of what they do. The teams love to explore and experiment with new tech that can improve their customer experience and tools to boost the development and testing process.
Please note 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.
Cashflow Solutions Consultant - Financial Services - Intelligent Office - Consultancy - Training - Financial Advice / Advisory - Cashflow Software

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