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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 supportive 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
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 with Microsoft Excel and CRM systems. Being able to navigate these tools efficiently will not only impress your potential employers but also make your day-to-day tasks much easier.
✨Tip Number 4
Network with professionals in the financial services industry. Attend relevant events or join online forums to build connections that could lead to valuable insights and opportunities.
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.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in business development or account management, particularly in a financial services context. Use specific examples to demonstrate your ability to build relationships and support clients.
Showcase Technical Skills: Make sure to mention your proficiency in Microsoft Excel and any experience with CRM systems. Provide examples of how you have used these tools effectively in past roles to manage client interactions or data.
Craft a Compelling Cover Letter: Write a personalised cover letter that explains why you are interested in the role and how you can contribute to the team. Address your understanding of the company's goals and how your skills can help achieve them.
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 the key tasks, such as conducting outbound calls and managing inbound queries, so you can demonstrate your knowledge during the interview.
✨Showcase Your Communication Skills
Since this role involves a lot of interaction with financial advisors, be prepared to showcase your communication skills. Practice articulating your thoughts clearly and confidently, both in person and over the phone.
✨Familiarise Yourself with CRM Systems
As the job requires experience with account management databases or CRM systems, brush up on your knowledge of these tools. Be ready to discuss any relevant experience you have and how you can leverage these systems to enhance client relationships.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare insightful questions about the company’s approach to business development and how they support their team. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
