At a Glance
- Tasks: Support financial advisors in achieving performance targets through effective lead generation strategies.
- Company: Emerald Financial Associates, a leader in the financial services sector.
- Benefits: Performance-related bonuses, OTE potential of £70,000, and collaboration with senior leadership.
- Other info: Join a diverse team committed to inclusion and continuous improvement.
- Why this job: Shape adviser growth and influence business performance in a dynamic environment.
- Qualifications: Experience in financial services and strong understanding of lead generation strategies.
The predicted salary is between 42000 - 56000 £ per year.
Blair West are supporting Emerald Financial Associates to find an Advisor Growth Executive. Emerald Financial Associates operates within the financial services sector and is continuing to invest in adviser growth, client acquisition, and long-term commercial performance. This role will work closely with advisers and senior leadership to optimise lead generation activity, improve adviser performance, and ensure a sustainable pipeline of high-quality client opportunities. The position sits within a commercially focused function and will play a key role in supporting business growth and adviser retention.
The opportunity:
- Support financial advisors in achieving monthly, quarterly, and annual performance targets through effective appointment generation activity.
- Develop and implement appointment generation strategies to improve lead quality, conversion rates, and overall ROI.
- Manage and optimise multiple lead channels including introducer relationships, strategic partnerships, referrals, and paid lead generation activity.
- Monitor adviser capacity, market focus, and performance metrics to align appointment flow effectively.
- Track and analyse lead source performance, identifying trends and opportunities for improvement.
- Work closely with advisers individually, adapting approaches to suit different working styles and commercial objectives.
- Identify underperforming activity and implement changes to improve efficiency and commercial return.
- Support wider brand-building and client acquisition initiatives, including social media and niche campaigns.
- Collaborate with leadership to contribute to a high-performance, accountable, and commercially focused culture.
You’ll be the ideal candidate for this position if you have:
- Experience within financial services or a closely related professional services environment.
- A strong understanding of lead generation, client acquisition strategies, and appointment setting activity.
- Experience working alongside financial advisers, sales professionals, or relationship-led commercial teams.
- A commercially focused mindset with the ability to balance growth objectives and ROI.
- Strong analytical skills with experience using data to influence decision-making and improve performance.
- The ability to manage multiple stakeholder relationships internally and externally.
- Experience evaluating lead source effectiveness and improving conversion performance.
- A proactive and adaptable approach, with the ability to identify opportunities for improvement and implement change.
- Confidence working within a fast-paced, target-driven environment.
The benefits included with this opportunity:
- Performance-related bonus structure linked to adviser retention, appointment quality, ROI, and adviser performance.
- OTE potential of up to £70,000.
- The opportunity to play a key role in shaping adviser growth and commercial strategy.
- Close collaboration with senior leadership and direct influence on business performance.
- A commercially focused environment with genuine scope to influence and improve processes.
- The chance to work across a diverse mix of lead generation and growth initiatives.
Our Commitment:
Blair West is an equal-opportunity employer. We embrace diversity and inclusion at every stage of the recruitment process. We are committed to fairness, equality, and ongoing diversity training for our team to give our candidates and clients a feeling of belonging during their experience with us. If you require reasonable adjustments at any stage during your experience with us, please speak to your consultant.
Advisor Growth Executive in Corbridge employer: Blair West
Emerald Financial Associates is an exceptional employer, offering a dynamic and commercially focused environment where you can significantly impact adviser growth and client acquisition. With a strong commitment to employee development, performance-related bonuses, and close collaboration with senior leadership, you'll have the opportunity to shape strategies that drive business success while enjoying a culture that values diversity and inclusion.
StudySmarter Expert Advice🤫
We think this is how you could land Advisor Growth Executive in Corbridge
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! When you get the chance to meet advisers or senior leadership, make sure to highlight your experience with lead generation and client acquisition strategies. Share specific examples of how you've improved performance in the past – it’ll make you stand out from the crowd.
✨Tip Number 3
Be proactive! If you see a company you’re interested in, don’t wait for them to post a job. Reach out directly and express your interest in working with them. Tailor your message to show how your skills align with their goals, especially around adviser growth and performance.
✨Tip Number 4
Keep an eye on our website! We regularly update our job listings, and applying through our site can give you a better chance of being noticed. Plus, you’ll find all the info you need about the roles we’re offering, including the Advisor Growth Executive position!
We think you need these skills to ace Advisor Growth Executive in Corbridge
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Advisor Growth Executive. Highlight your experience in lead generation and client acquisition, and don’t forget to mention any work with financial advisers or similar teams.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Share specific examples of how you've improved lead quality or adviser performance in the past.
Show Off Your Analytical Skills:Since the role requires strong analytical skills, be sure to include any relevant data or metrics from your previous roles. This will show us that you can use data to drive decisions and improve performance.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of all the amazing candidates like you!
How to prepare for a job interview at Blair West
✨Know Your Numbers
Make sure you’re familiar with key performance metrics related to lead generation and client acquisition. Be ready to discuss how you've used data in the past to drive results, as this role is all about optimising performance.
✨Tailor Your Approach
Understand that different advisers have different working styles. Prepare examples of how you've adapted your strategies to suit various stakeholders. This will show your flexibility and ability to connect with diverse personalities.
✨Showcase Your Analytical Skills
Be prepared to talk about specific instances where you've tracked and analysed lead source performance. Highlight any trends you identified and the changes you implemented to improve conversion rates. This will demonstrate your proactive mindset.
✨Engage with the Company Culture
Research Emerald Financial Associates and their approach to adviser growth. During the interview, express how your values align with their commitment to a high-performance culture. This will help you stand out as a candidate who fits well within their team.
