This role assists the Business Development Team in the delivery of the agreed sales annual targets and support the Business Development strategy to develop adviser relationships on behalf of Canaccord Wealth.

• Support the Business Development Team to ensure that all sales opportunities are followed up and clients are provided with relevant and timely information.
• As agreed, establish and maintain appropriate level network of contacts within key accounts to ensure effective communications, ensuring the needs of the account are given appropriate representation in terms of products, service, support and systems.
• Maintain the standard due diligence question bank.Complete any due diligence requests from advisers.
• Help with the organisation of sales events, selecting venues, tracking invitations and logistics.
• Ensure brand guidelines are implemented consistently across all client communications (and internal documents) to improve the client experience.
• An understanding of knowledge on what is driving the macro views, the investments held in portfolios and the investment processes.
• Ensure all activity is in accordance with the Group’s requirements and regulatory duties, including that customers receive good outcomes in line with CGWM policies.
• Be proactive in developing your knowledge of the industry and the market. Undertake and record relevant Continuous Professional Development (CPD) to develop knowledge and skills.
• Carry out any other relevant duties within the remit of the role and as reasonably directed by management
• Be proactive in developing your knowledge of the industry, the market and relevant skills.
• Conduct annual and interim performance reviews including setting of performance and personal/professional goals, within the Firm’s timescales. Document and fulfil requirements of performance review process
• Agree and monitor holiday, sickness, and any other form of absence from the office. Undertake return to work interviews and where appropriate liaise with HR if required