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- Tasks: Support the Business Development team with marketing materials, client presentations, and event organisation.
- Company: Evelyn Partners is a leading UK wealth management firm focused on personalised investment advice.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and development.
- Why this job: Join a passionate team dedicated to empowering clients and making impactful financial decisions.
- Qualifications: Strong customer service ethic, teamwork skills, and proficiency in Microsoft Office required.
- Other info: This is a 12-month fixed-term contract based in London.
The predicted salary is between 28800 - 43200 £ per year.
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands. We go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
This role is a Fixed Term Contract for 12 months to provide support and co-ordination to the Business Development (BD) team. The role holder will work as part of a dedicated Sales Support team, which is integral to Business Development, delivering excellent service. Activities are varied and focus around delivering high quality service to our clients, including introducers and IFAs, to ensure the smooth running of the BD teams – UK IFA, International IFA and Professional Connections.
Key Responsibilities- Preparing and updating BD marketing collateral including but not limited to factsheets, presentations, proposals within strict deadlines and coordinating within the team to cover delivery during periods of absence.
- Manage and update the IFA distribution list.
- Updating the BD intranet, website pages and CRM systems.
- Creating and updating new client PowerPoint presentations/documents as and when required.
- Diary management co-ordination of appointments and meetings for the BD Team Heads.
- Organising events and seminars and attending and assisting with the hosting of events.
- A strong ethic of client/customer service Required.
- Propensity to work well within teams, collaborating with colleagues to ensure best outcomes for internal and external clients Required.
- Strong inter-personal skills Required.
- Excellent attention to detail and able to manage time effectively Required.
- Effective communicator both verbally and in writing Required.
- Knowledge of Microsoft office packages, primarily Word, Excel and PowerPoint Required.
- Desirable to have a relevant qualification.
- Previous experience in the financial services industry preferable Preferred.
Proactive and enthusiastic; puts the client first and focuses on delivering the right solutions.
Business Development Coordinator - 12month FTC employer: Evelyn Partners Limited
Contact Detail:
Evelyn Partners Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Coordinator - 12month FTC
✨Tip Number 1
Familiarise yourself with the financial services industry, especially wealth management. Understanding the key players and current trends will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the field, particularly those who work in business development or sales support roles. Attend industry events or webinars to make connections that could lead to valuable insights or referrals.
✨Tip Number 3
Brush up on your Microsoft Office skills, particularly PowerPoint and Excel. Being able to create compelling presentations and manage data effectively will be crucial in this role.
✨Tip Number 4
Demonstrate your client service ethic by preparing examples of how you've successfully supported teams or clients in the past. Be ready to discuss these experiences in your interview to showcase your fit for the role.
We think you need these skills to ace Business Development Coordinator - 12month FTC
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Business Development Coordinator role. Emphasise your client service ethic, teamwork abilities, and attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples of how your previous experiences have prepared you for the responsibilities outlined in the job description.
Highlight Relevant Skills: In your application, clearly outline your proficiency in Microsoft Office, particularly Word, Excel, and PowerPoint. Provide examples of how you've used these tools in past roles to support business development or client management.
Showcase Your Communication Skills: Since effective communication is key for this role, include examples of how you've successfully communicated with clients or team members in previous positions. This could be through written reports, presentations, or verbal interactions.
How to prepare for a job interview at Evelyn Partners Limited
✨Showcase Your Client Service Ethic
Evelyn Partners values a strong client service ethic, so be prepared to share examples of how you've gone above and beyond for clients in previous roles. Highlight specific situations where your actions made a positive impact.
✨Demonstrate Team Collaboration
This role requires working closely with the Business Development team. Be ready to discuss your experience in collaborative environments, focusing on how you contributed to team success and supported colleagues.
✨Highlight Attention to Detail
Given the nature of the role, attention to detail is crucial. Prepare to discuss instances where your meticulousness led to successful outcomes, especially in preparing marketing materials or managing schedules.
✨Familiarise Yourself with Microsoft Office
As proficiency in Microsoft Word, Excel, and PowerPoint is essential, ensure you're comfortable discussing your experience with these tools. You might even want to mention any specific projects where you utilised these applications effectively.
