Teams at FE fundinfo

Develop and execute a regional business plan to grow adviser clients and assets under management. Build relationships with UK independent financial adviser firms, win new business, increase adoption of model portfolio solutions, attend industry events, deliver regional events, maintain CRM records, and report on pipeline activity. Requires fund or MPS sales experience through adviser channels, established industry relationships, a Level 4 investment qualification, and strong presentation, communication, negotiation, and territory management skills.