Amber River True Bearing, formerly True Bearing Chartered Financial Planners, is a trusted financial planning firm that is part of the Amber River group. The company focuses on providing personalized, long-term financial advice and solutions to a broad range of clients. Team members work within a professional, client-centered environment that values integrity, transparency, and quality service. Amber River True Bearing offers opportunities to grow within the financial services sector and contribute to delivering outstanding financial planning outcomes.
Role Description
To support the Business Development Manager in growing and managing employer relationships and expanding the firm’s workshop programmes. The role will help progress new opportunities, nurture existing partnerships and coordinate high-quality delivery across pre-retirement workshops and wider propositions such as financial wellbeing. The Business Development Associate will be commercially focused, helping turn activity into sustainable workshop volume, stronger relationships and increased revenue.
Knowledge, Skills & Experience
- Strong written and verbal communication skills, whilst confidently engaging with both employers and senior stakeholders.
- Commercial mindset with an interest in business development, relationship management and revenue growth.
- Highly organised, able to manage multiple opportunities, workshops and deadlines at the same time.
- Proactive and self-motivated, with the confidence to follow up actions and keep momentum across a pipeline of programmes/workshops.
- Excellent interpersonal skills and a collaborative, practical working style.
- High attention to detail and strong working knowledge of Outlook, Word, Excel, PowerPoint, Teams and CRM systems.
- Experience in B2B, account management, events, sales support or financial services is desirable but not essential.
- Willing to work towards a level 3 / 4 Diploma in Business Development Diploma
Key Accountabilities
- Support the Business Development Manager across new business development and ongoing employer relationship management to deliver growth.
- Liaise professionally with prospective employers, existing corporate partners and other external contacts, helping progress opportunities from initial enquiry through to delivery.
- Proactively generate professional introductions by identifying relevant contacts, creating opportunities for new conversations and connecting the firm with employers, partners and other professional networks.
- Build and nurture professional connections through regular, purposeful contact, maintaining strong relationships and identifying opportunities for collaboration, referrals and future business.
- Support adviser growth by identifying potential new client and referral opportunities, helping advisers develop productive professional relationships and coordinating activity that contributes to sustainable business growth.
- Help grow the volume and commercial contribution of the firm’s workshop programmes, with particular focus on pre-retirement and financial wellbeing workshops.
- Coordinate workshop activity with employers, presenters and internal teams, ensuring clear communication, agreed actions and a consistent professional experience.
- Working thoughtfully with the business development personal assistant to ensure accurate CRM records, opportunity pipelines, follow-up actions and relationship information so that activity is visible and opportunities do not stall.
- Support proposals, presentations, meeting preparation, workshop materials and employer communications.
- Follow up marketing campaigns promptly and consistently, engaging with respondents and prospective contacts, qualifying interest, recording outcomes and progressing suitable opportunities into the business development pipeline.
- Track workshop activity, attendance, feedback, leads and commercial outcomes; support regular management information and performance reporting.
- Identify opportunities to deepen existing employer relationships through repeat programmes, additional workshops and wider business development activity.
- Book appointments with prospective employers, corporate partners and other professional contacts, ensuring each meeting has a clear purpose, the right attendees and accurate information recorded for effective follow-up.
- Attend relevant events and appointments on behalf of the firm to build relationships, represent the business professionally and progress opportunities. The role requires regular travel to meet contacts and support activity at different locations.
Competitive Salary starting at £28,000
Death in service
Opportunity for hybrid working
Full-time, based at our Chorley head office
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