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- 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.
- Assist in the recruitment and training of new financial advisers.
- Analyse market trends, competitor activities, and client needs to inform product development and marketing strategies.
- Prepare and present sales reports, forecasts, and performance metrics to senior management.
- Proven experience of developing and executing marketing strategies within the financial services sector.
- Proficient in developing and working with professional connections.
- Level 4 Diploma in Financial Planning or equivalent. A degree in Business, Finance, Marketing, or a related field would be advantageous.
- Strong understanding of financial products and services, including investments, pensions, and insurance.
- Excellent leadership and team management skills.
- Strong communication, negotiation, and interpersonal skills.
- Ability to analyse data, identify trends, and make data-driven decisions.
