Business Development Trainee

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

• Research and identify prospective clients and introducers

• Generate new business opportunities through outbound calls and follow-ups

• Attend client meetings and networking events alongside senior colleagues

• Build and maintain professional relationships with local businesses and partners

• Assist in preparing financial proposals and client documentation

• Maintain accurate CRM records and pipeline reporting

• Support marketing campaigns and local outreach initiatives

About You

• Ambitious, professional, and career-driven

• Excellent communication and relationship-building skills

• Confident speaking with clients face-to-face and over the phone

• Strong organisational skills and attention to detail

• Resilient, proactive, and target-oriented

• A genuine interest in financial services and wealth management

• Degree educated (preferred but not essential)

What We Offer

• 25,000 basic salary + comms

• Structured training and mentorship

• Clear progression into Business Development Manager or Financial Adviser roles

• Exposure to client meetings and industry networking

• Support with professional qualifications (where appropriate)

• 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.