IFA account manager - based in SE

IFA account manager - based in SE

Location: Chelmsford , Essex Salary: Competitive + excellent benefits package Date posted: 31/05/2012 12:00 Job type:Permanent Company: Nucleus Financial Contact: Jenna Bennie Ref: Totaljobs/AM_SE_Nucleus2012 Job ID: 53739162

Nucleus is a wrap provider founded in 2006 by a number of high quality IFAs who shared a commitment to creating a market where advisors have the infrastructure and desire to place the client centre stage. It is now a thriving community of over 120 IFA businesses who through ownership and control of the business process seek to create a better customer experience. This is a cutting edge business in a fast paced industry and regulatory environment.

We have an exciting, newly created, opportunity for a regional IFA account manager based in the North or South-East of England. Reporting to the IFA account director, the IFA account manager is responsible for the delivery of inflow targets by proactively engaging and developing relationships with IFA partners through asset planning, training provision and providing general assistance in using the Nucleus platform.

The IFA account manager acts as the principal pre-sales liaison between Nucleus and participating IFA partners, supporting and achieving the transition of client assets across to the Nucleus platform and ensuring the successful implementation of new firms joining the platform.

Our ideal candidate will be/have:

Technical knowledge of wrap/platforms and competitors

Awareness of money laundering, compliance and TCF principles.

Working knowledge of the financial adviser / investment management market would be beneficial

Ability to work in a busy high pressured environment

Proven ability to build and maintain relationships

Efficient in applications; Word, PowerPoint and Excel

Able to influence at all levels, in particular to be credible and convincing in front of directors/advisers

Able to use knowledge of legacy assets to identify migrating opportunities

Capable of understanding the needs of each IFA firm and deliver bespoke tailored solutions for implementation.

Able to identify common ground when conflict arises

Ability to handle challenging questions with credibility and ease

?Highly disciplined and organised, with well-honed self-management skills and the ability to work alone effectively when required

?Able to demonstrate a passion for our model and be able to transfer this enthusiasm to accounts

?Hands on problem solving, with the ability to generate new opportunities

?Ability to lead an implementation/migration project

Flexible to travel where business dictates within the UK

For the successful candidate, there is a competitive salary and benefits package.

Platform of the Year - Aberdeen UK Platform Awards 2011The Sunday Times 100 Best Small Companies to Work for 2012