Financial Planning Presenter - Nationwide - Up to £55k

£30,000 - £55,000 yearly
  • MW Recruitment
  • Remote
  • 15/11/2021
Full time Sales / Distribution

Job Description

Our client is a successful investment group with offices in London. They are widely recognised in the industry, regularly win accolades and offer a supportive and dynamic environment. This is also recognised by the low staff turnover at the company.

An exciting opportunity has arisen for an experienced candidate in the financial planning space with exceptional presentation skills. This is a varied role and interpersonal and  networking skills are key.

Responsibilities will include:

▪ Create sales opportunities for the Business Development team through the execution of partnership opportunities such as conferences, presentations and webinars.

 ▪ Drive business inflows through engagement with key partners.

 ▪ Seek out and engage new business opportunities with firms unknown to the Investment group – this may include new panel positions,

 ▪ Create sales opportunities for the Business Development team through the execution of partnership opportunities such as conferences, presentations and webinars.

 ▪ Take responsibility for creating and executing the account strategy for each of the key strategic partners and work collaboratively with the Sales & Marketing team to achieve this.

▪ Take overall responsibility for building and delivering presentations and webinars.

 ▪ Work with Sales Support and sales management to ensure all strategic partner leads are followed up effectively by the Business Development team.

▪ Develop a strong knowledge of the Investments product suite.

▪ Work with the Head of Partnerships to allocate appropriate budget to your key accounts. Seek to negotiate spend where possible and monitor MI to ensure the business is seeing a return on investment.

 ▪ Deliver against KPIs set out with your manager at the beginning of the year in line with the overall sales strategy for the business. ▪

 Use Salesforce to maintain a data driven approach to account management.

The ideal candidate will have come from a Tax, Pension or Funds background and have exceptional interpersonal skills as they will be representing the company at events, awards, conferences etc.

In return you will be part of a growing and reputable organisation that offers great career growth and development.  In addition to competitive package discretionary bonus plus other benefits available.

• Please mention Financial Planning Today Jobs when applying / enquiring about this role •