At a Glance
- Tasks: Drive client acquisition and manage the journey from first contact to signed client.
- Company: Independent financial planning firm with a focus on exceptional client service.
- Benefits: Competitive salary, performance-related bonus, and remote work flexibility.
- Other info: Exciting growth phase with opportunities for professional development.
- Why this job: Join a growing team and make a real impact in financial planning for niche markets.
- Qualifications: Experience in marketing, business development, and client onboarding.
The predicted salary is between 40000 - 55000 £ per year.
Location: Remote - UK
Salary: £40,000–£55,000 depending on experience, plus performance-related bonus.
About Barnaby Cecil:
Barnaby Cecil is an independent financial planning firm based in London. We specialise in helping senior NHS doctors, business owners and internationally mobile professionals make better financial decisions through our WealthMap® planning process. We are entering an exciting growth phase, with a particular focus on two specialist markets: Senior NHS consultants and medical professionals, and US citizens and US-connected professionals living in the UK. Our ambition is to become the leading financial planning firm in these niches through exceptional client service, clear communication and thought leadership.
The Opportunity:
This is not a traditional marketing role. This is a commercial role for someone who wants to take ownership of the journey from first contact to signed client. You will work directly with the Managing Director to help build our profile, generate opportunities, nurture prospects and manage the client acquisition process. The successful candidate will sit at the intersection of marketing, business development and client onboarding. You will be responsible for ensuring opportunities never fall through the cracks and that our growth engine operates consistently and professionally.
Key Responsibilities:
- Marketing
Growth Client Acquisition Manager employer: Barnaby Cecil
Barnaby Cecil is an exceptional employer that prioritises employee growth and development, offering a dynamic work culture where innovation and initiative are highly valued. With a focus on specialist markets and a commitment to exceptional client service, employees can expect meaningful work that directly impacts the firm's success while enjoying the flexibility of remote work in the UK. The competitive salary and performance-related bonuses further enhance the appeal of joining a forward-thinking financial planning firm poised for significant growth.
