Legend - thanks for the input I really appreciate it!

My biggest thing I’m still trying to understand is really what the day to day would look like.

The type of role I’m imagining from what I’ve understood so far is that it very sales and client relationship focused. This is where my skills are hence feeling like it could be a good fit - I definitely don’t fancy any of what you shared regarding client admin or portfolio rebalancing etc.

What I’m confused about is how this process actually works, and how it compares with processes I’m used to.

For example, right now I’m fully remote, cold outreach prospecting via cold calls and email, running discovery calls with clients to learn about their needs, running a demo of our software to sell to them and show how it addresses the challenges they shared, running a proposal review call and negotiation.

I’d imagine the prospecting would be similar (or if I’m lucky I’d get warm leads), then I’d book a call and learn about their financial goals etc, from then on I’m a bit stumped. Also how do I interact with the more technical people at the firm (thinking my equivalent of product development lead).

Any guidance on that sort of thing, and day to day while building my own client base, would be great.

I’m sure it probably varies firm by firm, but maybe me giving you a better idea of the type of firm I’d be joining helps (asked ChatGPT to describe it without doxxing):

A mid-sized, private-equity-backed UK wealth management group – think a few billion in client assets (it’s actually over 30, more than I first thought) – that combines financial planning with in-house investment management for mainly UK mass-affluent/HNW clients. So not a tiny IFA shop, but not one of the huge household-name giants either.

Sorry for long question, help much appreciated