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Financial Planning Business Development Manager at TrinityBridge

Department: Wealth Planning

Setup
Hybrid
Location
Wakefield, England
Type
Full-time
Level
lead/mgmt
Posted

Description

TrinityBridge is hiring a permanent hybrid Financial Planning Business Development Manager to build and grow a client bank of profitable households, acquire new clients and assets, generate financial-planning fees and net flows, and execute an annual business plan. The role involves prospecting, client reviews, regulatory compliance, KPI achievement, and collaboration with the Business Development team, with occasional visits to the Chester office.

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