At a Glance
- Tasks: Introduce a cutting-edge investment platform to new clients through outreach and relationship building.
- Company: Join a booming FinTech backed by a leading private equity firm.
- Benefits: Competitive salary, uncapped commission, equity, and a dynamic work environment.
- Other info: Hybrid working model with opportunities for career growth.
- Why this job: Make a real impact in the financial sector while earning potential over £250k.
- Qualifications: Sales experience in finance or tech, with strong communication skills.
The predicted salary is between 60000 - 60000 £ per year.
FinTech Pensions & Investments Platform
Location: London (Hybrid)
Salary: To c.£60k + uncapped commission + equity
This is some opportunity. Realistic 1st year OTE of £100k. Completely uncapped commission that could realistically exceed £250k per annum in years 2+. You’ll also get shares in the business.
You’ll be joining a FinTech Investment 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 investment platform 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.£10bn in AUM. This will predominantly involve cold outreach via a variety of channels; phone, email and social media.
You’ll also provide a professional presence at corporate events, representing the brand and building strong relationships with prospective clients.
We're ideally seeking people with previous Sales experience (Fund Sales, Fixed Income Sales, Equity Sales, Tech Sales) whilst experience within the investment management arena is absolutely essential. Strong candidates with experience of Account Management, Relationship Management and Investor Relations within the Financial Services sector will also be considered but you must be comfortable performing cold outreach to new clients.
You’ll possess exceptional communication skills and will have a proven track record of building successful business relationships.
Interested? If so, click apply and send over your CV. Not got an up to date CV? Don’t worry, you can always give me (Mark) a call on 0121 274 0357 for a confidential discussion or email me telling me that you’re interested. We’ll pick it up from there.
Financial Platform Sales Specialist in London employer: Willow Resourcing Limited
Join a dynamic FinTech investment platform in London that is revolutionising the market with its customer-centric approach and innovative solutions. As a Financial Platform Sales Specialist, you'll benefit from an uncapped commission structure, equity options, and a vibrant work culture that fosters professional growth and collaboration. With the backing of a leading private equity firm, this is an exciting opportunity to be part of a rapidly growing company where your contributions directly impact success.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Platform Sales Specialist in London
✨Tip Number 1
Get your networking game on! Reach out to people in the industry, attend events, and connect with potential clients on LinkedIn. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Don’t shy away from cold outreach! It’s all about getting your name out there. Use phone calls, emails, and social media to introduce yourself and the platform. Remember, persistence pays off!
✨Tip Number 3
Show up and shine at corporate events! This is your chance to represent the brand and make a lasting impression. Bring your A-game, engage with attendees, and don’t forget to follow up afterwards.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, if you have any questions, feel free to reach out to Mark directly for a chat about the role.
We think you need these skills to ace Financial Platform Sales Specialist in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Platform Sales Specialist role. Highlight your relevant sales experience and any achievements in the financial services sector. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about joining our FinTech platform and how your skills align with our mission. Keep it engaging and personal – we love a bit of personality!
Showcase Your Communication Skills:Since this role involves a lot of outreach, make sure your written application reflects your exceptional communication skills. Be clear, concise, and professional, but don’t be afraid to let your enthusiasm for the role come through!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive – a key trait we value!
How to prepare for a job interview at Willow Resourcing Limited
✨Know Your Numbers
As a Financial Platform Sales Specialist, you’ll need to be comfortable discussing figures. Brush up on key metrics related to sales performance and the financial services sector. Be ready to share your past achievements in terms of revenue generated or clients acquired.
✨Master the Cold Outreach
Since cold outreach is a big part of the role, practice your pitch! Prepare a few scenarios where you can demonstrate how you would approach potential clients. Think about how to tailor your message for different audiences, whether they’re mid-sized firms or large asset managers.
✨Showcase Your Relationship Skills
This role is all about building relationships, so come prepared with examples of how you’ve successfully managed client relationships in the past. Highlight any experience you have in Account Management or Investor Relations, and be ready to discuss how you maintain those connections.
✨Be Engaging and Personable
You’ll be representing the brand at corporate events, so it’s crucial to come across as personable and engaging. Practice your communication skills and think about how you can make a memorable impression. Remember, it’s not just about what you say, but how you say it!
