Business Development Trainee
Location: Chichester
Salary: £25,000 per annum + comms
Job Type: Full-Time, Permanent
Working Pattern: Fully Office & Field Based
About the Company
We are a well-established and growing financial services firm based in Chichester, providing tailored financial planning and wealth management solutions to individuals and businesses. Due to continued growth, we are seeking a driven and professional Business Development Trainee to join our team.
This is an excellent opportunity for someone looking to build a long-term career within financial services, with structured training, mentorship, and clear progression pathways.
The Role
As a Business Development Trainee, you will support senior advisers and business development managers in expanding our client base and strengthening professional partnerships. This is a fully office and field-based role, offering valuable exposure to client meetings, networking events, and relationship-building activities.
Key Responsibilities
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Research and identify prospective clients and introducers
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Generate new business opportunities through outbound calls and follow-ups
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Attend client meetings and networking events alongside senior colleagues
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Build and maintain professional relationships with local businesses and partners
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Assist in preparing financial proposals and client documentation
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Maintain accurate CRM records and pipeline reporting
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Support marketing campaigns and local outreach initiatives
About You
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Ambitious, professional, and career-driven
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Excellent communication and relationship-building skills
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Confident speaking with clients face-to-face and over the phone
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Strong organisational skills and attention to detail
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Resilient, proactive, and target-oriented
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A genuine interest in financial services and wealth management
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Degree educated (preferred but not essential)
What We Offer
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£25,000 basic salary + comms
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Structured training and mentorship
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Clear progression into Business Development Manager or Financial Adviser roles
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Exposure to client meetings and industry networking
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Support with professional qualifications (where appropriate)
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A professional and supportive working environment
This role is ideal for someone seeking hands-on experience in financial services and looking to develop a long-term career in business development