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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:
- Proven experience of developing and executing marketing strategies within the financial services sector.
- Proficient in developing and working with professional connections.
- Strong understanding of financial products and services, including investments, pensions, and insurance.
- Excellent leadership and team management skills.
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
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