At a Glance
- Tasks: Support the Director in managing client relationships and strategic opportunities.
- Company: Dynamic FinTech company at the forefront of SaaS innovation.
- Benefits: Competitive salary, vibrant work culture, and growth opportunities.
- Other info: Join a buzzing environment filled with bright minds and fresh ideas.
- Why this job: Accelerate your career by learning enterprise sales from industry leaders.
- Qualifications: 1-2 years in a client-facing role with strong communication skills.
The predicted salary is between 35000 - 42000 £ per year.
Salary: £35,000- £42,000
Do you have 1-2 years’ experience in a client-facing, relationship-building role in financial/professional services? Are you a confident communicator with high EQ and the ability to engage with senior executives to help increase business? Our client is at the cutting-edge of SaaS and due to an exciting period of growth, they are looking for a dynamic Sales Associate to work alongside the Director of Enterprise.
You’ll join meetings with senior decision-makers including CEOs, CFOs and Board Directors of FTSE 100 and equivalent organisations. You will support the Director and have the opportunity to learn enterprise sales from the inside – senior relationship building, account strategy and consultative selling. If you are eager to accelerate your commercial career, this represents a unique opportunity. The environment is buzzing and full of bright minds, open to spotting and sharing ideas. This role is ideal for someone who brings warmth, efficiency and assurance to every interaction.
What you’ll be doing day to day:
- Supporting the Director in managing strategic opportunities and client relationships
- Attending client meetings with senior executives and governance leaders, helping capture key insights, actions, and follow-up requirements
- Building strong understanding of client challenges, priorities, and decision-making processes
- Supporting preparation for important client meetings, including research, briefing notes, agendas
- Owning and coordinating follow-up actions after client meetings, ensuring momentum is maintained
- Helping track actions, stakeholders, timelines, and next steps across complex sales cycles
- Identifying opportunities to improve organisation and client experience throughout the sales process
- Maintaining accurate and up-to-date CRM records, ensuring activity, contacts and next steps are captured
- Assisting with preparation of proposals, order forms, contracts and internal approvals
- Researching target organisations, senior stakeholders and industry developments to support account strategy
- Supporting account planning and preparation for strategic client engagement
- Developing knowledge of firm’s market, products, and value proposition
The skills you need to bring:
- 1-2 years’ experience in a client-facing role, post-graduation
- Exposure to SaaS, B2B or professional services environments preferred
- Able to deliver a high-touch, client-friendly experience
- Confident handling senior stakeholders and sensitive information
- Exceptionally organised, detail-focused and proactive
- Clear, warm communicator who thrives in a fast-paced environment
- Comfortable with CRM systems, scheduling tools and modern digital workflows
- A natural relationship-builder with a service-led, collaborative mindset
Business Development Assistant, FinTech employer: Aldrich & Co.
Join a forward-thinking FinTech company that champions innovation and collaboration, offering a vibrant work culture where your ideas are valued. With a focus on employee growth, you will have the unique opportunity to learn directly from industry leaders while engaging with senior executives from prestigious organisations. Enjoy a competitive salary and the chance to accelerate your career in a dynamic environment that fosters professional development and meaningful relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Business Development Assistant, FinTech
✨Get Involved with Campus Finance Societies
Join your university's finance or investment society — they're a goldmine for networking, guest lectures, and career fairs. These societies often host employers looking for entry-level talent like you, so get involved and make yourself known!
✨Attend Industry Workshops and Webinars
Look for workshops and webinars focused on banking and financial services. These events not only boost your knowledge but also let you connect with industry professionals who could help you land that entry-level role at places like Aldrich & Co..
✨Leverage LinkedIn for Informational Interviews
Take advantage of LinkedIn to reach out to professionals working in banking, especially those who've started in entry-level positions. Politely ask for a quick chat about their experience and any advice they might have on breaking into the field.
✨Apply Directly through Company Websites
Don't just rely on job boards. Head directly to Aldrich & Co.'s careers page and look for their entry-level openings. They might have opportunities that aren’t advertised widely, so keep checking back for new listings!
We think you need these skills to ace Business Development Assistant, FinTech
Some tips for your application 🫡
Splash Your Skills on Your CV:In the banking and financial services realm, it's all about numbers and analysis. Make sure to highlight any relevant coursework, internships, or projects where you've used skills like financial modelling, data analysis, or risk assessment. Show us you can crunch those numbers!
Educational Achievements Matter:For an entry-level role, your grades and academic accomplishments are key. If you have any certifications, like CFA Level 1 or something similar, don’t forget to include them. We love seeing ambition and commitment to the industry, so flaunt those achievements!
Craft a Personal Touch in Your Cover Letter:Your cover letter is your chance to show us your enthusiasm for banking and finance! Share why you're passionate about the industry and how your studies or previous experiences have prepared you for this role. We want to see that spark and motivation!
Use the Right Format and Language:In banking, clarity is king. Use a clean, professional format for your CV and cover letter. Make sure to avoid jargon, but don’t shy away from technical terms where appropriate – just keep it all clear and easy to read. Let’s see your professionalism shine through!
How to prepare for a job interview at Aldrich & Co.
✨Brush Up on Your Financial Knowledge
Since you're diving into the banking and financial services industry, make sure you're up to speed with current market trends and financial concepts. Be prepared to discuss things like interest rates and investment strategies, as you might get some technical questions that gauge your understanding.
✨Show Off Your Analytical Skills
Analytical skills are key in banking, so be ready to showcase how you've used them in your studies or any relevant projects. Prepare to tackle case studies or hypothetical financial scenarios during the interview that require you to analyse data and make informed decisions.
✨Demonstrate Your Team Spirit
As this is an entry-level role, they’ll likely look for how well you can collaborate and fit into their team. Think of examples from group projects or internships where you successfully worked with others. It'll help show that you're keen to learn and grow in a team-oriented environment.
✨Prepare Thoughtful Questions
Approach your interview with curiosity! Prepare insightful questions that reflect your knowledge of the industry, such as asking about the latest technology being implemented in their services. It shows you're genuinely interested in the company's operations and future.
