Hybrid Wealth Management Business Development Associate

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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