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Form of workPartnership Support Officer handle the day to day support of the field Sales teams and National Sales Director. You will be dealing directly with our Sales team and our network of Advisors to enable them to operate more efficiently by aiding implementation of new initiatives throughout the network.
To be successful in this role, you will:
- To provide effective communication and handle day to day operational issues, follow up on any corrective action plans.
- Development business relationships with accounts and field sales structure.
- Helping onboarding process for new advisers
- Responsible for proactive follow up of any current or new initiatives.
- Maintain contact and agree actions with Regional Sales Directors.
- Understand central functions and develop relationship with all head office members of staff.
- Maintain contact with Regional Sales Directors to confirm any feedback and action plans.
- Full understanding of all key projects including delivery programme – providing feedback from proactive call out plans.
- Marketing and brand awareness, assist in implementation of any marketing campaigns and provide feedback.
- Adheres to all company policies and procedures as set by Company and National Sales Director.
- Maintain Generic knowledge of the financial services industry and knowledge that is deemed necessary.
- Key understanding of company systems, Platform and Banking.
- Work closely with product providers and maintain key contacts to assist in any problem solving.
- Acting in accordance with the requirements of the GDPR
- To deputise for other members of staff and departments as required by the business.
- Carry out any ad hoc duties as required by the role
- Ensure knowledge and understanding in areas of compliance and regulation is maintained as required
About You
- Full training will be provided to ensure you can quickly get up to speed, but to be successful in this role you need to demonstrate:
- Engaging personality with the ability to build rapport quickly with customers and lenders
- Professional approach and able to influence at all levels
- Exceptional communication skills both verbal and written
- Excellent relationship building skills
- Confident telephone manner with good objection handling skills
- Self-motivated with a positive and "can-do" attitude
- The ability to work to challenging targets and deadlines and to maintain the quality of results whilst under pressure
- Able to work effectively on own initiative
- Advanced excel skills
