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 - 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

• Identify and evaluate relevant project opportunities on platforms such as Upwork and other lead sources • Carefully review client requirements and craft tailored, high-quality proposals aligned with their needs • Write, refine, and optimize proposal content to ensure clarity, strong positioning, and consistency with our brand voice • Manage outreach and maintain timely, professional communication with potential clients • Track proposal performance, including timing and response rates, and ensure consistent daily output • Analyze data from proposal activity to identify patterns and improve conversion strategies • Collaborate closely with developers to accurately represent technical capabilities in proposals • Provide regular reports and insights to management on pipeline activity and outcomes

• Cultivate new business opportunities and create outreach strategies to build rapport with senior level executives at potential clients • Develop and maintain an effective level of understanding of the barriers our clients face while strategizing and identifying solutions for FloQast to help resolve them • Utilize all available means to create robust and effective prospecting lists (including internet sources, social media, referrals, and inbound leads) • Build effective outbound communication strategies for sales prospecting including phone outreach, email, social media etc. • Meet or exceed daily/weekly activity targets for: Conversations with key influencers and decision makers via outbound communication efforts: Scheduling and conducting introductory qualifying calls; Converting qualified prospects to scheduled demos for Account Executives • Track progress and document activities in Salesforce automation systems • Effectively work cross functionally with stakeholders, including Account Executives, Marketing, and Sales Management

• Cultivate new business opportunities and create outreach strategies to build rapport with senior level executives at potential clients • Develop and maintain an effective level of understanding of the barriers our clients face while strategizing and identifying solutions for FloQast to help resolve them • Utilize all available means to create robust and effective prospecting lists (including internet sources, social media, referrals, and inbound leads) • Build effective outbound communication strategies for sales prospecting including phone outreach, email, social media etc. • Meet or exceed daily/weekly activity targets for: Conversations with key influencers and decision makers via outbound communication efforts: Scheduling and conducting introductory qualifying calls; Converting qualified prospects to scheduled demos for Account Executives • Track progress and document activities in Salesforce automation systems • Effectively work cross functionally with stakeholders, including Account Executives, Marketing, and Sales Management