Brooks Macdonald Group, a leading UK wealth manager, seeks a role in telephone-based distribution support and sales development for UK investment funds and Model Portfolio Services across IFAs, networks, and platforms. You will generate qualified opportunities, support adviser due diligence, and help increase net sales in defined regions, using CRM to track progress and maintain regulatory standards.
The role requires experience in telephone sales within UK investments, strong knowledge of funds
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Hybrid Wealth Management Business Development Associate employer: Brooks Macdonald
Brooks Macdonald Group plc is an exceptional employer, offering a dynamic and inclusive work culture that prioritises diversity and high performance. With a strong commitment to employee growth through structured study pathways and funded qualifications, we empower our Trainee Financial Planners to develop their skills while contributing to meaningful client outcomes. Located in the UK, our firm not only leads in wealth management but also champions sustainability, making it a rewarding place for those passionate about responsible investing.
