Purpose
To provide support to Wealth Managers and Advisers using the 7IM platform. The overall purpose of the role is to work with our clients to ensure that the 7IM platform is fully embedded into the office, processes and systems of an advisory firm to increase the efficiency of their business and hence enable our clients to deliver their desired service and proposition to their customers.
The role reports into the Platform team and must work closely with the Platform Service and Proposition team to keep informed of all platform knowledge. Simultaneously the role will work within the regional sales and relationship management team. The platform target is a subset of the regional target and hence the role holder will be required to work with their regional team to ensure that not only is the platform target met but that the entire regional target is achieved.
The role involves extensive face-to-face and direct telephone contact with wealth managers and advisers plus their office staff. The role holder will take primary responsibility for the accurate administration and growth of their client’s business with 7IM.
This role will be remote based in the North East but it is expected that a large portion of the role holder’s time will be spent face to face with our clients, either in their offices or on Microsoft Teams, hence extensive travel may need to be undertaken; with occasional travel to London for meetings.
Responsibilities
- Build relationships with Wealth Managers and train them to use the 7IM platform both face-to-face and on the telephone.
- Build an understanding of our client’s business and promote additional 7IM services where appropriate.
- Support the Senior Platform Team and Business Development teams to win and embed new platform clients.
- Increase the take up of platform processes that create efficiencies for 7IM.
- Upon delivery of new online and electronic functionality ensure the embedding and targeted usage is achieved.
- Take ownership and completion of queries from advisers.
- Build a detailed platform knowledge, and where required, provide platform training and support to others in the regional team.
- Gather feedback from our clients for feeding back to the platform proposition and service team.
- Support of regional events and campaigns.
- Seek opportunities to cross sell 7IM products and services to increase 7IM margins.
- Take responsibility to ensure all client and Wealth Manager communications are accurate, appropriate and delivered at the right time, including emails, letters and reports.
- Take telephone queries from Wealth Managers, escalating in a minority of cases where appropriate.
- Suggest realistic appropriate improvements to the company systems and procedures to continually improve service to clients and Wealth Managers.
- Ensure that the FCA policy of Treating Customers Fairly and Consumer Duty is followed as well as working in accordance with 7IM’s mission and tenets.
- Other tasks, as reasonably requested by your manager.
- Co-ordinate with the Platform Service managers to ensure that all work is prioritised and managed effectively in accordance with 7IM platform service agreement.
- Ensure that all compliance requirements (including training and tests) are completed in appropriate timescales.
- In this role, it's essential that you consistently follow the FCA's Consumer Duty principles. You're expected to act in good faith, prevent potential harm, and actively support our customers in achieving their financial goals.