Business Development Consultant

We are partnering with a reputable organisation seeking a proactive and driven Business Development Consultant (BDC) to join their dynamic team. This role is tailored for individuals with a background in Financial Services, specifically those experienced in working with Independent Financial Advisers (IFAs), investment management, and intermediaries. As a key point of contact, you will focus on building strong relationships and generating new business opportunities through proactive outbound outreach, client meetings, and strategic engagement. 

Responsabilities

Engage and develop relationships with financial advisers to promote the company's investment products and services.

Maintain and implement an effective contact strategy with IFAs throughout the sales cycle.

Identify and prioritise target firms in collaboration with the team, ensuring alignment with sales objectives.

Consistently meet activity, KPI, and sales targets aligned with business goals.

Develop a comprehensive understanding of the company’s investment offerings and market positioning.

Provide excellent client service through proactive follow-up of event leads and marketing campaigns.

Attend industry events, conferences, and client meetings—virtually and in person—to support business development efforts.

Partner with internal teams and external advisers to share best practices and optimise campaign strategies.

Maintain accurate and up-to-date notes and records within the CRM, documenting activity and developing key relationships.

Assist the Head of Sales with client meetings and field-based support as required.

Plan and conduct 1:1 meetings with clients, fostering trust and creating new sales opportunities.

Requirements

Minimum of 2 years’ sales experience within Financial Services, preferably with IFAs or investment management firms.

Experience working with financial advisers and a good understanding of investment products (MPS or Multi Asset preferred).

Strong communication and interpersonal skills, capable of building professional B2B relationships.

Motivated, positive, and proactive attitude with a focus on achieving results.

Excellent organisational and time management skills, with the ability to prioritize effectively.

Analytical mindset with critical thinking ability.

Aspiring to develop into a full BDM role with a clear understanding of sales strategies and client management.

This position could suit an experienced Account Manager or Business Development Consultant, equally can offer an excellent opportunity to grow your career into a regional Business Development Manager over the coming years through a supportive environment that values your professional development. 

If you are ready to take the next step in your sales and investment career, we would love to hear from you. Apply now to join a forward-thinking team dedicated to excellence in financial services and business development