Business Development Executive- Remote
3 weeks ago
Business Development Executive (Private Client Investments) - Remote
Business Development Executive (Private Client Investments) - Remote
Our client is looking for a Business Development Executive to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the company
To comply with FCA rules and guidance and Compliance and T&C procedures.
Proactively generate new business opportunities using existing clients, leads provided by the company and self generated opportunities.
To maintain and develop client relations, maximising their potential and to accurately input information into the CRM system in a timely manner.
To ensure all revenue targets are met and work is completed in a compliant manner and meets the company’s quality standards.
To adhere fully to the company's Private Client Proposition
Research, analysis and interpretation, file preparation, and report writing
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