Apply📍 United Kingdom
🧭 Full-Time
🔍 Financial Services
- Strong track record of fund or MPS sales across adviser channels.
- Existing relationships with financial advisers across the South.
- Hold a recognised level 4 qualification or be close to attaining it.
- Strong presentation skills, both verbal and written.
- Excellent communication, negotiation, and interpersonal skills.
- Developing and implementing a business plan for the growth of regional client numbers and assets under management.
- Building and maintaining strong relationships with financial advisers through effective communication and understanding of their financial needs.
- Achieving and exceeding sales targets in line with individual plans.
- Identifying and pursuing business opportunities to increase adoption of model portfolios with both existing and new financial adviser clients.
- Maintaining industry knowledge and providing feedback for business strategies.
- Ensuring compliance with company policies and achieving the minimum recognised industry qualification to level 4.
Business DevelopmentNegotiationPresentation skillsClient relationship managementSales experienceFinancial analysis
Posted about 1 month ago
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