Pre-sales Consultant - Surrey

car allowance, commissions, 25 days Annual Leave, Life Assurance, Income Protection Plan, Pension Contributions - Intermediary Sales
Ref: 343 Date Posted: Tuesday 24 May 2022
LinkedIn ShareShare

One of the UK’s fastest growing financial services software companies employing innovative industry experts developing some of the best Award Winning technology is seeking a Pre-sales Consultant based in Kingston Upon Thames to join its expanding team.

The company provide business management systems to Financial Advisers and Wealth Managers in the UK. It understands the adviser’s business and are relentless in delivering clever technology that makes their 15,000 user’s lives easier, reducing costs and increasing business opportunities. Altogether, their clients manage just under £200b of assets.  With a CEO who insists on meeting every employee, this is a friendly, growing team and a great place to grow your career!

As a successful Client Solutions Consultant you will articulate our client's Systems to potential clients, working closely with the associated Sales Person. You will fully prepare for each client meeting in accordance with their requirements and look to drive further efficiencies through the demonstration process. This role will also function as the technical point of contact for the Sales Team managing multiple sales or customer engagement opportunities simultaneously.

Key Responsibilities:

  • Work closely with the Sales Team, supporting both prospect and customer engagements.
  • Demonstrate our client's system and the associated integrations in line with client requirements. Present solutions to customers in the form of custom product demonstrations and presentations (both in person and via web conference).
  • Prepare custom prospect/client solutions to be presented within the existing product suite.
  • Where required conduct discovery and assessment workshops with potential clients, understanding their requirements and documenting their needs.
  • Identify solutions that address client needs within Intelligent Office and document any limitations.
  • Consult with operational and technical personnel to clarify intent, identify issues, and suggest a course for the client solutions.
  • Propose immediately available client solutions and proposed future enhancements. Document these solutions for client understanding and where required engage the Onboarding Consultants; provide samples, flowcharts as needed.
  • Be actively involved in analysis, solution design, client communication and implementation across all business channels where required.
  • Respond effectively to technical and process questions received via RFP and serve as technical support during the sales cycle.

KPI's & Measures:  

  • Deliver online of face to face demonstrations covering the USP's of our client's system
  • Positive feedback from clients and salesperson on delivery of presentation and conduct throughout meeting.
  • Deliver effective solutions for clients, verified by On Boarding Consultants and Account Manager.
  • Support the delivery of new releases within our client's system to the Sales Team.

 Key Deliverables:

  • Professional pre-sales service to clients
  • Prompt and effective responses to clients’ requests/requirements
  • Clear demonstration of USP’s to clients
  • Knowledge transfer to rest to sales team on iO enhancements

 Knowledge, skills and experience required:

  • Must be IT literate and competent in Excel, Word and have an understanding of all Web Browser capabilities
  • A strong understanding of SaaS models
  • Financial Services Background and an understanding of the UK Financial Services marketplace
  • Strong Presentation Skills
  • Proven pre-sales consulting or solutions engineering experience
  • Knowledge and understanding of integrated multi-channel technology solutions (Financial Services preferable)
  • Background in Web Based Services and their delivery and application to clients

Qualifications Required

  • Certificate or Diploma in Financial Planning desirable

You will receive a competitive salary, 25 days Annual Leave, Life Assurance, Income Protection Plan, Pension Contributions, Private Medical Scheme and many other company incentives.

If you feel that this role isn’t quite right for you but you know someone that you feel may be interested, why not recommend them via our referral scheme or share this advert via the social media sharing icons located just beneath the advert title. 


Cookies on this website
We to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.