Are you an experienced business development professional with financial services experience, looking for a sales role with greater autonomy to development new business for a well-respected financial services organisation?
Due to continued success in providing advice to HNW clients, this successful financial planning practice requires a professional and proactive business development / sales and marketing individual to support to the Financial Advisers and Directors, by identifying and cultivating new business opportunities.
You will a strong track record of business development and revenue generation and a good understanding of financial services.
Duties for this role will include:
* Prepare and present sales reports, forecasts, and performance metrics to senior management.
* Identify and pursue new business opportunities by developing professional connections and fostering relationships with prospective clients. A 'hands on’ approach is a must for this role.
* Set the example for, and work closely with, our adviser team when implementing marketing and sales strategies.
* Collaborate with our marketing, product development, and compliance teams to ensure cohesive and effective marketing and sales.
* Maintain and enhance relationships with existing clients, ensuring high levels of customer satisfaction and retention.
You:
1. Proven experience of developing and executing marketin...