Responsibilities

• Identifying business development and proactive sales opportunities within??the IFA/Wealth and platform space.?? ??
• Outbound telephone calls to develop relationships with new and existing clients
  Act as the main??point of contact for inbound client??queries.
• Coordinating meetings, emails and client follow ups
• Support meetings & pitches with prospective clients??
• Develop high level knowledge of company strategies and products??
• Work closely and support senior Business Development Directors??
• Maintain and update CRM system

Requirements??

• Undergraduate degree
• 3-5 years previous Financial Services experience??
• Experience telesales - main outbound telephone calls (Confident telephone manner)
• Good understanding of??Discretionary Fund Management
• Excellent communication skills
• Highly organised??
• IMC or other industry qualification??
• Excellent Microsoft office skills (Word/Powerpoint/Excel etc)??

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