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- Tasks: Engage with financial advisors through calls and emails to build strong relationships.
- Company: Woods Foster is a leading firm dedicated to supporting financial advisors in London.
- Benefits: Enjoy flexible working options and a collaborative team environment.
- Why this job: Join a dynamic team and make a real impact in the financial sector.
- Qualifications: Proficiency in Microsoft Office and experience with CRM systems are essential.
- Other info: This role offers a unique opportunity to kickstart your career in business development.
The predicted salary is between 36000 - 60000 £ per year.
As a Telephone Business Development Manager, you will be the first line of contact for financial advisors in the London area, supporting the field based Business Development Manager. This dynamic role involves both proactive outbound telephone and Teams calls, as well as responding to inbound queries via phone and email. Your primary objective will be to deepen and expand relationships with London financial advisors, enhancing the service and support we provide.
You will play a key role in coordinating with the field-based BDM, including preparing for and booking meetings, to ensure the seamless delivery of our business development strategy.
Key Responsibilities:- Act as the first point of contact for financial advisors in the London area
- Conduct proactive outbound calls and Teams meetings to develop relationships with advisors
- Handle inbound telephone and email queries promptly and professionally
- Collaborate with the field-based Business Development Manager to identify opportunities and provide support
- Prepare for and schedule meetings for the field-based BDM with London financial advisors
- Build and maintain accurate records of client interactions and activities in the account management database
- Assist in increasing the scope of relationships with financial advisors by providing exceptional service and tailored solutions
- Proficiency in Microsoft Excel and other Microsoft Office applications
- Experience working with an account management database or CRM system
Investment Manager - Woods Foster employer: Woods Foster
Contact Detail:
Woods Foster Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager - Woods Foster
✨Tip Number 1
Familiarise yourself with the financial advisory landscape in London. Understanding the key players and current trends will help you engage more effectively during calls and meetings.
✨Tip Number 2
Practice your communication skills, especially over the phone and via Teams. Role-playing scenarios with a friend can help you feel more confident and articulate when speaking with financial advisors.
✨Tip Number 3
Get comfortable using Microsoft Excel and CRM systems. Brush up on your data management skills, as you'll need to maintain accurate records of client interactions and activities.
✨Tip Number 4
Network with professionals in the financial services industry. Attend relevant events or join online forums to build connections that could provide insights and opportunities related to the role.
We think you need these skills to ace Investment Manager - Woods Foster
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and skills required for the Investment Manager position. Tailor your application to highlight how your experience aligns with these requirements.
Craft a Compelling CV: Ensure your CV is up-to-date and clearly outlines your relevant experience, particularly in business development and client relationship management. Use bullet points for clarity and focus on achievements that demonstrate your ability to deepen relationships with clients.
Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Highlight specific experiences that showcase your proactive communication skills and your ability to work collaboratively with teams, especially in a telephone-based environment.
Proofread Your Application: Before submitting your application, thoroughly proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in a client-facing role.
How to prepare for a job interview at Woods Foster
✨Know Your Role
Make sure you understand the responsibilities of a Telephone Business Development Manager. Familiarise yourself with how this role supports financial advisors and the importance of building relationships in the London area.
✨Demonstrate Communication Skills
Since the role involves proactive outbound calls and responding to queries, practice articulating your thoughts clearly. Be prepared to showcase your ability to handle both phone and email communications professionally.
✨Showcase Your Technical Proficiency
Highlight your experience with Microsoft Excel and any CRM systems you've used. Be ready to discuss how you've utilised these tools in previous roles to manage client interactions effectively.
✨Prepare Questions
Have insightful questions ready for the interviewers about their business development strategy and how you can contribute. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
