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