Account Consultant

- Deliver new business target in line with objectives.
- Create, develop and maintain successful relationships with a panel of IFAs, promoting the company proposition and ‘hot products'.
- Demonstrate an understanding of how the IFA business works and how they can make life easier for them in running that business.
- Participate in and run fully compliant sales campaigns as agreed with management in line with marketing initiatives to assist in the achievement of sales targets.
- Understand and undertake specific responsibilities in line with FSA compliance.
- Operates within T&C scheme Operate a contact management system and other software in accordance with the needs of the business to obtain efficiencies Provide cover and assist colleagues in the team as required to maintain service levels.
 
FPC or Equivalent