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Platform Implementation Consultant

Blakemore Recruitment
Closing date
24 Jun 2022

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Technology & New Media
Contract Type
Full Time
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Location: Home based with occasional travel to client sites

We are recruiting for this highly innovative consultancy who are looking for an implementation consultant to support the business development consultants on a daily basis. Your key responsibility will be to provide technical support about how the platform and its investment services work and how they will add value to the client.

  1. To support business development consultants in the sales process to larger financial advice firms and wealth managers by:
  2. Understanding and mapping their current advice and financial planning processes and system
  3. Demonstrating how the company and its investment services can add value to their organisation with a clear return on investment
  4. To respond to requests for proposals or information from prospective clients with technical solutions showing how you can meet their needs and deliver strong return on investment

Key responsibilities
  • Working in support of the business development consultants on sales to larger organisations (wealth managers, insurers, banks and large advice firms)
  • Consulting to clients on their current processes and systems to gain a clear picture of what they are looking to achieve, what they use today, and what the challenges are
  • Presenting and demonstrating to individuals and groups
  • Designing and presenting solutions which meet client needs based on configuring and integrating the platform
  • Acquiring a deep understanding of how the platform and its investment services work and how it has added value and transformed existing clients such that you can explain this to prospective clients
  • Leading client interactions including technical presentations and facilitating technical workshops
  • Writing proposals and completing technical requests for a proposal / information
  • Coordinating input from across internal teams as required e.g. proposition, product, investment services, architecture etc

This role will suit an experienced implementation consultant who is looking for the next step and improve their career prospects in a highly rewarding environment. The role is home based with occasional travel to client sites. There are also some possible opportunities to work with European clients and travel to client sites on the continent!!

Excellent opportunity for the right person
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