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Wealth Management - New Business Development Director (BW-1439)

£60000 - £80000 OTE
We have an exciting opportunity for a talented and experienced New Business Development Director to join a leading Wealth Management firm based in The City of London. The business provides bespoke financial management advice to high net worth individuals and business owners, specialising in pensions, inheritance tax and investments. 
Basic Salary £60,000 p.a. + bonus, OTE £80.000. Contract Basis Considered - £300 a day
Job Role
  • You will be responsible for devising and taking ownership of the telesales and digital marketing business development plan, managing the new client acquisition targets to increase sales and overall profitability.
  • Lead the telemarketing team to exceed monthly targets through participation.
  • Develop the marketing team and their strategy to fully support the Financial Advisers achievement of their new business targets.
  • Proactively identify, develop and implement agreed new business strategy.
  • Develop the firm’s Digital Marketing strategy to increase new business.
  • Develop key opportunities and convert into appointments for the Financial Advisers in line with the business plan.
  • Manage a team of 5/6 personnel
  • Chasing Leads and Managing Pipeline
Experience Required
  • Significant experience in a similar role
  • Strong Leadership qualities
  • Highly motivated
  • Proven Telesales experience – ideally within Wealth Management
  • Proven track record of securing appointments
  • Understanding of the regulatory requirements within Tele Marketing
  • Excellent interpersonal skills and telephone manner
  • Digital Marketing experience with Social Media, particularly Linked/In.
Rewards and Benefits
  • Salary of £60,000 p.a. (alternative contract basis considered, £300 a day)
  • Target Based Bonus, circa £20,000
  • Auto Enrolment Pension Scheme
Employment type: 
Employed (Full Time)
Financial Planning
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