At a Glance
- Tasks: Engage financial advisers and generate interest through high-volume outbound calls.
- Company: Join a leading financial services firm with a strong reputation.
- Benefits: Enjoy a vibrant campus, on-site amenities, and a supportive team environment.
- Other info: Work in a dynamic setting with excellent growth opportunities and a focus on teamwork.
- Why this job: Make a real impact in business development while growing your career.
- Qualifications: Experience in outbound sales or business development is essential.
The predicted salary is between 30000 - 40000 £ per year.
We are looking for an experienced Business Development Consultant from within financial services or wealth management to join our Business Development team.
This is a front-end, outbound role focused on engaging financial advisers, generating interest, and creating a consistent pipeline of qualified meetings. You will work closely with our Business Development Managers to support adviser recruitment and drive growth across the network. This role is suited to someone who is confident speaking with advisers, understands the industry, and is comfortable working to clear activity and conversion targets.
What you'll do
- Conduct high-volume outbound calls to financial advisers using internal data and self-generated leads
- Build and maintain a targeted pipeline of advisers and firms
- Engage advisers in credible, relevant conversations aligned to their business model and needs
- Qualify interest and identify opportunities for further discussion
- Book high-quality meetings for Business Development Managers (c.20 per month)
- Manage and follow up conversations to maintain momentum
- Accurately capture activity, outcomes and insights in Salesforce
- Work closely with BDMs to refine messaging, targeting and approach
- Continuously improve outreach effectiveness based on results and feedback
The knowledge, experience and qualifications you need
Essential
- Experience in outbound telesales, recruitment calling, or business development
- Track record of generating meetings through proactive outreach
- Experience working to activity and conversion targets
- Confident use of CRM systems, ideally Salesforce
- Strong communication skills, particularly over the phone
Desirable
- Background in financial services or wealth management
- Understanding of financial advisers and how their businesses operate
- Exposure to adviser segmentation, platforms or advice models
- Confident and credible when engaging senior professionals
- Comfortable speaking with regulated advisers
- Resilient and motivated by outbound activity
- Structured in how you manage outreach and follow-ups
- Able to work independently while staying aligned to team goals
- Commercially aware and focused on outcomes
- Positive, professional and persistent
The base: You'll be based at the Benchmark Head Office, within our Broadlands Business Campus near Horsham in West Sussex but will need to be present across our other offices, including the main Schroders headquarters in London. It has high standards and international reputation, without being in the city: a big, countryside campus means life will feel a little different.
We support our offices by using cutting edge software and hardware and our spacious campus facilities mean there's a great working environment for the team. With an on-site restaurant, coffee shop and gym, our campus has much to offer. And commuters can relax on our dedicated regular shuttle bus to and from Horsham's main line train station.
Business Development Consultant employer: Benchmark Capital Limited
At Benchmark, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. Located in the picturesque Broadlands Business Campus near Horsham, our employees enjoy a supportive environment with access to state-of-the-art facilities, including an on-site restaurant, coffee shop, and gym. We are committed to employee growth, providing ample opportunities for professional development while maintaining a healthy work-life balance in a serene countryside setting.
StudySmarter Expert Advice🤫
We think this is how you could land Business Development Consultant
✨Tip Number 1
Get to know the company inside out! Research their values, recent news, and their approach to business development. This will help you tailor your conversations and show that you're genuinely interested in what they do.
✨Tip Number 2
Practice your pitch! Since this role is all about engaging financial advisers, make sure you can confidently communicate your value proposition. Role-play with a friend or record yourself to refine your delivery.
✨Tip Number 3
Network like a pro! Use LinkedIn to connect with current employees or industry professionals. Ask for insights about the company culture and the role, which can give you an edge during interviews.
✨Tip Number 4
Don’t forget to follow up! After any interaction, whether it’s a call or meeting, send a quick thank-you note. It shows professionalism and keeps you on their radar. And remember, apply through our website for the best chance!
We think you need these skills to ace Business Development Consultant
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Business Development Consultant. Highlight your experience in outbound telesales and any relevant achievements in financial services or wealth management. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills align with our needs. Be sure to mention your understanding of financial advisers and how you can engage them effectively.
Showcase Your Communication Skills:Since this role involves a lot of phone work, make sure your written application reflects your strong communication skills. Keep it clear, concise, and professional, just like you would when speaking to a financial adviser.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Benchmark Capital Limited
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of financial services and wealth management. Understand the role of financial advisers and their business models. This will help you engage in credible conversations and show that you're genuinely interested in the industry.
✨Practice Your Pitch
Since this role involves high-volume outbound calls, practice your pitch beforehand. Role-play with a friend or family member to get comfortable with the conversation flow. Focus on how to qualify interest and identify opportunities effectively, as this will be key during your calls.
✨Familiarise Yourself with Salesforce
As you'll be using Salesforce to capture activity and insights, it’s crucial to be familiar with the platform. If you haven’t used it before, consider watching some tutorial videos or reading up on its features. Being able to navigate it confidently will impress your interviewers.
✨Show Your Resilience
This role requires a resilient attitude, especially when it comes to outbound activity. Be prepared to discuss times when you've faced challenges in previous roles and how you overcame them. Highlighting your persistence and motivation will demonstrate that you're the right fit for this fast-paced environment.
