Investment Platform Sales Specialist FinTech Pensions & Investments Platform Remote (UK) or London (Hybrid) You can go into the London office as little or as often as you’d like
~ You’ll be joining a FinTech Pensions platform that’s just gone live and already business is booming. Backed by one of the world’s leading private equity firms, they’re shaking up the market, challenging the traditional SIPP providers by prioritising customer experience and fixing costs.
You’ll be responsible for introducing the platform to new clients ranging from mid-sized financial planning firms with c.£300m in AUM to large asset managers with up to c.£This will predominantly involve cold outreach via a variety of channels; phone, email and social media (including LinkedIn).
You’ll also provide a professional presence at corporate events, representing the brand and building strong relationships with prospective clients.
Sales experience is not essential for this role, although it would be advantageous. You must be comfortable performing cold outreach to new clients and will have experience with a top tier investment firm working with institutional clients and/or UHNWIs.
You’ll possess exceptional communication skills and will have a proven track record of building successful business relationships….