At a Glance
- Tasks: Support the UK discretionary wealth team in generating new sales and building client relationships.
- Company: Join Aviva Investors, a leading global asset management firm committed to sustainable investing.
- Benefits: Enjoy a competitive salary, generous pension, 29 days holiday, and private medical benefits.
- Other info: Flexible working options and a supportive, inclusive workplace culture await you.
- Why this job: Make an impact in the finance world while developing your skills in a dynamic environment.
- Qualifications: Understanding of UK discretionary wealth and strong communication skills are essential.
The predicted salary is between 35000 - 38500 £ per year.
Please note this position is based in London and the successful candidate’s contractual location will be London; other locations cannot be considered.
About the Company
Aviva Investors is the global asset management arm of Aviva plc, managing £261billion in assets with a team of 1,000‑strong across nine countries.
We deliver client‑focused solutions worldwide and are committed to sustainable investing and responsible client engagement.
Role Summary
We’re looking for a driven and relationship‑focused Business Development Associate to support the UK discretionary wealth team on a 12‑month fixed‑term contract.
In this role you will generate net new sales from discretionary wealth managers, family offices, endowments and UK‑based teams of Global Financial Institutions, engaging decision‑makers and positioning tailored, solutions‑led propositions that align with client needs.
Responsibilities
- Act as liaison between the sales teams and other areas of Aviva Investors, coordinating responses to prospective client requests.
- Assist with lead generation and build a pipeline of new business opportunities through client research and tools such as Linked In, Fundpath and Fact Find.
- Maintain accurate records in CRM systems so that activity, pipeline and expected revenues are fully reflected.
- Support the planning and delivery of client events, including post‑event engagement and reporting.
- Monitor prospective client activity and provide regular updates and insights to the sales team.
- Assist with client follow‑ups after meetings and with the creation and distribution of marketing campaigns.
Requirements
- Understanding of the UK discretionary wealth landscape, including discretionary fund management and private banking.
- Ability to build effective internal relationships across Aviva Investors to deliver client solutions with energy and pace.
- Solid understanding of liquid markets and investment products; private‑markets knowledge is an advantage.
- Proficient in lead generation and sales management tools, notably Salesforce and Fundpath.
- Strong Power Point, Excel and written and verbal communication skills.
- Experience or willingness to work under the FCA/PRU Senior Managers and Certification Regime (SMCR).
Benefits
- Discretionary bonus incentive based on performance.
- Generous pension scheme with employer contribution up to 14%.
- 29 days holiday plus bank holidays, with option to buy or sell up to 5 days.
- Private Medical Benefit and up to £1,200 of free Aviva shares per year through the Matching Share Plan.
- Flexible benefits, including sustainability options such as cycle‑to‑work.
- Volunteering days and inclusive workplace culture.
Work Environment
We support flexible working, including part‑time and job share arrangements, and encourage a mix of office and remote work.
All applicants are welcome regardless of background or experience.
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Business Development Associate - UK Wealth, 12 month fixed term contract employer: Aviva plc
Aviva is an exceptional employer that prioritises the growth and well-being of its employees, offering a competitive starting salary of around £60,000 along with a generous benefits package including a robust pension scheme, private medical benefits, and flexible working options. The collaborative work culture fosters technical excellence and continuous improvement, allowing you to make a meaningful impact while being part of a supportive team dedicated to delivering fair outcomes for customers in challenging situations.
StudySmarter Expert Advice🤫
We think this is how you could land Business Development Associate - UK Wealth, 12 month fixed term contract
✨Join Financial Networking Events
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We think you need these skills to ace Business Development Associate - UK Wealth, 12 month fixed term contract
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Aviva plc will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Aviva plc. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Aviva plc confidence in your short-term commitment to the role.
How to prepare for a job interview at Aviva plc
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Aviva plc.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Aviva plc that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
