Associate Director of Business Development in Edinburgh

At Aberdeen, our ambition is to be the UK’s leading Wealth & Investments group. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society. We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent.

Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which focuses on meeting and adapting to our clients’ evolving needs:

• Interactive Investor: the UK’s second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them.
• Adviser Business: provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers.
• Investments Business: a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market, through either public markets or alternative asset classes.

About the Role

The UKW UK Retail team works in partnership with the UK Distribution Business Development Directors and Associate Business Development Directors by providing a proactive sales service to financial advisers, platforms, sales colleagues in the Adviser Business and external 3rd party/life company providers. The appointed area can be changed as the business requires.

Key Responsibilities:

• 80 meaningful client contacts per month with full Salesforce notes written up in a timely fashion.
• Utilise existing tools such as Financial Clarity to generate and maintain client analysis, monitor trends, contributing to strategy positioning and future product development/distribution strategy.
• Actively seek out account intelligence from every adviser/client interaction to ensure an effective distribution approach.
• Build a pipeline of sales opportunities, and manage these opportunities within Salesforce.
• Act as a focal point of contact for Aberdeen Investments mutual fund queries from clients in this channel.
• Assist in preparing for adviser client meetings by providing pre-meeting notes and presentation material.
• Collaborate with Marketing and Investment teams to ensure collateral production meets the UKW team's needs.
• Represent Aberdeen Investments at events, conferences and seminars as needed to cultivate relationships with clients and identify new business opportunities.
• Provide timely and relevant investment information to targeted panel - this includes information on product launches, ongoing changes to products and special offers and campaigns.
• Provide proactive support to panel for campaigns and road shows and work with other members of the UK Retail team to support national account roadshows.
• Build relationships with targeted panel and provide ongoing dedicated contact to ensure they receive frequent updates on investment products, funds, market trends and competitor performance.
• Consume Duty & Treating Customers Fairly (TCF) - the role holder will be assessed on the fulfilment of customer needs and expectations in line with our TCF philosophy, & Consumer Duty obligations.

About the Candidate:

• Knowledge of the Adviser Industry – Products, platforms and regulations.
• Knowledge of Wealth Management, the DFM Industry and Multi-Asset portfolio solutions.
• Excellent Communication Skills / Sales skills.
• Excellent track record in maintaining relationships with individuals at all levels.
• Previous use of Salesforce or equivalent CRM preferred.
• IMC or similar industry qualifications preferred.

We are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire. One of our team will reach out to support you through your application process.

Our benefits:

There’s more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported. When you join us, your reward will be one of the best around. This includes 40 days’ annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare and a range of flexible benefits – including gym discounts, season ticket loans and access to an employee discount portal.

An inclusive way of working:

Whatever way you like to work, if you have the talent and commitment to join our team, we’d like to hear from you. At Aberdeen we’ve adopted a ‘blended working’ approach. This approach combines the benefits of face-to-face collaboration, coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles, their teams, our clients and our business, where diverse perspectives drive our actions, is at the core of who we are and what we do.