Sam Cole Email & Phone Number

Lightwater, Gb

London, England, United Kingdom

A senior member of the 7IM Platform management team with a focus on on-boarding new IFA firms starting to use our platform. I'm also involved with strategy, communications, sales and development as well as working closely with our business development team.

London, United Kingdom

Responsible for all the platform relationships that 7IM has with wealth management firms in the SW region, from Brighton to Cornwall, Oxford to Cardiff. I train new firms on using the 7IM platform as well as develop more efficient and in-depth business from existing users, often in conjunction with 7IM funds or 7IM's discretionary investment service.

London, United Kingdom

Managing a team of 10 Platform Service Managers at 7IM.

London, United Kingdom

The main point of contact for a panel of 7IM platform users. This involved training, answering queries, processing business, and generally providing the high levels of service that 7IM is known for.

London, United Kingdom

A field based business development role covering the greater London area reporting to the Regional Sales Manager. The role involves promotion, sale, & adoption of Axa Wealth’s investment products, predominantly:Elevate wrap platformArchitas multi-manager funds (active and passive)Other investment & pension productsA combination of switching on new accounts and managing the existing relationships to grow the overall level of business – and funds under management – into… Show more A field based business development role covering the greater London area reporting to the Regional Sales Manager. The role involves promotion, sale, & adoption of Axa Wealth’s investment products, predominantly:Elevate wrap platformArchitas multi-manager funds (active and passive)Other investment & pension productsA combination of switching on new accounts and managing the existing relationships to grow the overall level of business – and funds under management – into profitable Axa Wealth products. This involved the following skills and tasks:Explaining the benefits of using a wrap platform to IFAsExplaining the benefits of outsourcing the investment management of client assets to a third party (multi-manager/DFM)Using a business consultancy approach to help IFA create a client proposition that embeds both platform and multi-manager in their business and become ready for RDRTraining users how to utilise the platform for maximum business efficiency Working to corporate sales targetsAccount planning and project managementActing as central point of contact and liaising with multiple internal parties to deliver a seamless business ‘experience’ to end user Show less

A field based role covering London and the South East reporting to the Head of Sales. The role can be broken down into different aspects, including:New business generationIdentifying and contacting prospective new IFAsExplaining the IFA and investor benefits of using wrapHelping users through initial new business process Educating and training users on the operational aspects of using Transact to ensure smooth progress of businessDelivering presentations, ranging… Show more A field based role covering London and the South East reporting to the Head of Sales. The role can be broken down into different aspects, including:New business generationIdentifying and contacting prospective new IFAsExplaining the IFA and investor benefits of using wrapHelping users through initial new business process Educating and training users on the operational aspects of using Transact to ensure smooth progress of businessDelivering presentations, ranging from one-on-one meetings to national conferencesRelationship managementMaintaining contact with existing users, discussing their ongoing service requirements to ensure repeat business and increase the assets on Transact Introducing and explaining new system functionality, wrappers, and toolsHelp users fine-tune their own processes to improve 'slickness' of business Acting as the point of escalation for serious queriesCo-ordinating with users and internal parties to resolve issuesOtherRaising awareness of Transact with various stakeholders and potential partnersDeveloping relationships with fund managers, software providers, and other third parties in the industryDeveloping tools (presentations, sales aids, handouts etc) to promote TransactProviding internal training to staffAttending conferences, awards ceremonies, and other national & regional eventsAssisting product development team with feedback and ideas Testing new system developments prior to release Show less

A mainly office-based role responsible for a team of three Adviser Support Managers (ASMs), reporting to the Head of Sales. ASMs provide support and training to Transact users, taking responsibility for the ongoing development of users after the initial sales process. Both a client facing and team leader role, the responsibilities of which involved:Developing appropriate strategies to expand the scope and coverage of the ASM role improving the level and quality of support given… Show more A mainly office-based role responsible for a team of three Adviser Support Managers (ASMs), reporting to the Head of Sales. ASMs provide support and training to Transact users, taking responsibility for the ongoing development of users after the initial sales process. Both a client facing and team leader role, the responsibilities of which involved:Developing appropriate strategies to expand the scope and coverage of the ASM role improving the level and quality of support given to IFAsTraining IFAs and support staff on how to use Transact Dealing with escalated issues and complaintsProviding internal training and development to ASMsImplementing performance management tools to gauge effectiveness of the functionAdviser Support Manager (ASM): Feb 2004 – Aug 2006A newly created national role, designed to encourage existing users to put more of their clients’ assets onto the platform, increasing assets under management. The role was also tasked with reducing the delay between an IFA submitting their first case and becoming a regular user, embracing wrap as a core part of their business model. The day to day duties included:Visiting IFAs nationally, explaining detailed procedures and systems demos, through one-to-one and group training sessionsHighlighting business opportunities, using Transact, that they may not have considered or been aware ofResolving operational issuesCreating marketing documents, user guides, newsletter articles, and web content, as well as being a focal part of systems development from the user-perspective Show less

A fully authorised and qualified IFA for small family firm in Redhill, Surrey.

Diploma In Financial Planning, Financial Planning And Services

I am level 4 qualified with the Diploma in Financial Planning. I have also passed the J11 Platform exam and the AF4 Advanced Investment.

Ba, Economics

Degree in Economics

Education record