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The Role
The Role:
You will be a key member of the sales team with a focus on developing new business opportunities with new and existing financial advice and wealth management clients (North West/North Wales Region). Your primary focus will be growing the level of funds under management within our range of managed portfolios, multi asset funds and wealth platform.
Your role will incorporate building meaningful, trust-based, consultative relationships with existing and prospective clients. You will conduct regular meetings both face-to-face and remotely in order to increase awareness of the business, its products and services and to develop cross-selling opportunities.
Responsibilities
Requirements
Base Salary Compensation Range
GBP 53,000.00-78,333.33
Commission Target:
75% Annual
This role offers a commission target which may vary by up to ±15% depending on final plan design and business factors.
We expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate's qualifications, experience, and other job-related factors.
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
P03_PraemiumUKLimited Morningstar Wealth (UK) Limited Legal Entity
You will be a key member of the sales team with a focus on developing new business opportunities with new and existing financial advice and wealth management clients (North West/North Wales Region). Your primary focus will be growing the level of funds under management within our range of managed portfolios, multi asset funds and wealth platform.
Your role will incorporate building meaningful, trust-based, consultative relationships with existing and prospective clients. You will conduct regular meetings both face-to-face and remotely in order to increase awareness of the business, its products and services and to develop cross-selling opportunities.
Responsibilities
- Identify, generate and qualify new business leads.
- Support the business in planning and delivering on targets.
- Grow the level of funds under management by developing new and existing relationships.
- Assist in preparation of presentation materials and deliver them internally and externally.
- Schedule, prepare and deliver training sessions with intermediary clients.
- Ensure delivery of proposals and marketing documents to prospective clients.
- Monitor and understand the position of our competitors and trends of the market to help to strategically develop our business.
- Build trusted and credible relationships with other teams within the business to ensure we exceed client expectations.
- Ensuring the integrity and culture of our firm by adhering to risk and compliance policies.
- Attendance at sales meetings.
Requirements
- Visit clients at the North West Region, United Kingdom
- Proven track record of investment/platform sales.
- Confident telephone manner.
- Excellent relationship management skills.
- Must be organised and have good attention to detail.
- Excellent team player who can communicate effectively.
- Min 10 years' experience in UK Financial Services Sector.
- Possesses strong IT skills (excel, CRM systems).
- Highly passionate, proactive, hands on and hardworking.
- Used to working in a fast paced, dynamic environment and able to adapt to change.
- Ability to work and deliver to tight deadlines.
Base Salary Compensation Range
GBP 53,000.00-78,333.33
Commission Target:
75% Annual
This role offers a commission target which may vary by up to ±15% depending on final plan design and business factors.
We expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate's qualifications, experience, and other job-related factors.
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
P03_PraemiumUKLimited Morningstar Wealth (UK) Limited Legal Entity
What the Team is Saying
Anna
Team Lead of Software Engineering
Upasna
Software Engineer, Data Collections - AI R&D
Saurabh
Senior Software Engineer
Wendell
Head of Sales, Institutional Equity Research
Raaghavendar
Associate Software Engineer
Jeff
Head of Technology and Product
Morningstar Compensation & Benefits Highlights
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Leave & Time Off Breadth — Time away options include a paid six‑week sabbatical every four years and flexible time off in North America, with broad usage reported in 2024. Feedback suggests these programs are a distinctive strength by market standards.
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Parental & Family Support — A global minimum beginning in 2025 provides at least 16 weeks paid leave for primary caregivers and up to 8 weeks for secondary caregivers, plus at least 6 weeks paid caregiving leave. This breadth positions family support as a clear pillar of the package.
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Equity Value & Accessibility — An optional Shared Ownership program lets employees direct part of a bonus into RSUs with a 50% company match. This structure adds a notable long‑term ownership component to total rewards.
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The Company
What We Do
At Morningstar, we believe in building great products in-house in a highly collaborative, agile environment where we focus on technical excellence, the user experience, and continuous improvement. Our technologists represent a range of skills and experience levels, but they all view their work as a craft and push technology’s boundaries.
Why Work With Us
Imagining big things is in our blood -- it's transformed us from a company with just a few employees in 1984 to a leading independent investment research company with a worldwide presence today. As of April 2020, we acquired Sustainalytics to drive long-term meaningful outcomes for investors in the ESG space. Join us on this exciting journey!
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Morningstar Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Typical time on-site:
3 days a week
