business developer Work, Jobs in flint, fln (with Salaries)

Financial Planner
TrinityBridge —Chester
11d
Contracts Coordinator
Cheshire Wellness —Neston
- £30,000 - £50,000 a year
- Full-time
- Microsoft Office
- Project management
- Organisational skills
- Free parking
Quick apply
4d
Business Developer
Howdens Joinery Co. —Neston
- Sales
- Communication skills
- Employee discount
14d
Front End/UI Developer
Transglobal Express Ltd —Wirral
- £38,000 - £45,000 a year
- Full-time
- Hybrid work
- JavaScript
- APIs
- HTML
- Free parking
- Health & wellbeing programme
Quick apply
1d
Salesforce Developer
Iceland —Deeside
- Full-time
- Salesforce
- APIs
- Employee discount
UX Designer
Destination2 —Chester
- Full-time
- Hybrid work
- Data analysis skills
- AWS
- Analysis skills
- Free parking
- Store discount
Quick apply
Development Manager
Data8 Ltd —Chester
- £55,000 - £60,000 a year
- Full-time
- DevOps
- Mentoring
- Software development
- Free parking
- Employee discount
Quick apply
Robotic Process Automation (RPA) Business Analyst
North Wales Police —Colwyn Bay
- £40,383 a year
- Full-time
- Organisational skills
- Communication skills
4d
Lead Developer
EA Technology —Chester
- £60,000 - £80,000 a year
- Full-time
- Hybrid work
- Computer Science
- Engineering
- System design
- Referral programme
Quick apply
18h
Business Analysis Lead
Alfred H Knight Group —Liverpool
- Full-time
- Hybrid work
- Bachelor's degree
- Team management
- No degree
- Employee assistance programme
Quick apply
Paralegal
Watkin Jones —Chester
- Full-time
- Hybrid work
- Organisational skills
- Annual leave
- Employee discount
Quick apply
4h
Business Intelligence Developer
Community Integrated Care —Widnes
- £38,000 - £42,000 a year
- Full-time
- Azure
- Computer Science
- SQL
- Employee assistance programme
- Employee discount
Quick apply
VP Engineering Enablement & Operations (3978)
GBG —Chester
- Full-time
- Hybrid work
- Organisational skills
- AI
- Communication skills
Quick apply
New Business Development
PIB Group Services Ltd. —Liverpool
- Sales
- Customer service
- Communication skills
Quick apply
9d
Junior Systems Developer
Warrington & Vale Royal College —Warrington
- Up to £30,097 a year
- Full-time
- SQL
- Free parking
- Annual leave
1d
UX Designer - Credit Cards (12 Month FTC)
Lloyds Banking Group —Chester
- £61,344 - £68,160 a year
- Full-time
- Hybrid work
- IT
- Financial services
15h
Commercial Data Analyst
Watkin Jones —Chester
- Full-time
- Microsoft Excel
- Communication skills
- Annual leave
- Employee discount
Quick apply
Project Manager
Equans —Liverpool
- Full-time
- Project management
- Negotiation
- Annual leave
- Employee assistance programme
QA LEAD
Alfred H Knight Group —Liverpool
- Full-time
- Hybrid work
- Continuous improvement
- Agile
- AI
- Employee assistance programme
Quick apply
Junior Front-End Developer
Angel Solutions —Liverpool
- £25,000 - £30,000 a year
- Full-time
- Hybrid work
- JavaScript
- In-person
- HTML
- Annual leave
Quick apply

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business developer jobs near flint, fln

Financial Planner

TrinityBridge -
Chester

Apply Now

Job details

Permanent
11 days ago

Qualifications

Financial planning

Full job description

Role overview
To build and develop trusted relationships with all historical and potential clients, servicing an existing client bank of profitable households the maximum number to be agreed by your Managing Director.
Responsible for acquiring new clients, assets and fees with established Financial Planners generating new Financial Planning fees and net flows per annum as agreed with your manager.

Key Responsibilities

To plan, implement and execute the annual Business Plan in line with your agreed individual targets acquiring new clients growing initial revenues and cumulative AuM.
Grow the client bank in line with your agreed individual targets through personal prospecting, e.g.; existing clients, referrals, introductions from professionals
Develop a collaborative productive relationship with the Business Development team
Ensure all periodic client reviews are completed in line with client’s expectations and changing circumstances
Remain compliant – measurements include; Business Quality Assurance (BQA) grades, CPD, complaints upheld, maintaining SPS
Achieve all Key Performance Indicators (KPIs) measured via a Balanced Business Scorecard (BBS)
Grow both the total and average ongoing Financial Planning fees across all retained clients.
Work in partnership with all team members, sharing best practice and developing client acquisition strategies
Execute a client centric migration process on an ongoing basis as required

Regulatory responsibilities ¦ Compliance/T&C

Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.

Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.

As a Certified Person under SMCR, you must accept responsibility and demonstrate an understanding for the regulatory aspects and framework of the FCA certification function(s) that you perform, and ensure you meet and abide by the rules of the FCA’s fit and proper test, and comply with the FCA’s Conduct Rules. Additionally, you must ensure your compliance with all internal policies, procedures and standards .

About you ¦ Qualifications, skills and strengths

Diploma or equivalent Level 4 and having or working towards Chartered status
Excellent relationship developer through networking, leveraging existing contacts, referrals and incremental business from existing clients
Ability to deliver a holistic client financial planning experience
Highly motivated self-starter and a strong team player
Strong Financial Wellbeing skills and knowledge
Commercial thinker with strong new business acumen
Comfortable working under manageable pressure to achieve KPIs
Well organised, excellent administration ensuring deadlines are consistently met

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.
#LI-EM1 #LI-SY1 #LI-JJ1

The Company
At TrinityBridge we are all connected by our mission to be leading UK Wealth Manager, growing trusted client relationships that last for generations.

We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.

We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at [email protected] .

Equal Opportunities
As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.

Apply Now

Refine Your Search

business developer jobs in flint, fln

Financial Planner

Contracts Coordinator

Business Developer

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Development Manager

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Lead Developer

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Paralegal

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VP Engineering Enablement & Operations (3978)

New Business Development

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Junior Front-End Developer

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