At a Glance
- Tasks: Support business development activities and coordinate client meetings and events.
- Company: Leading UK wealth management firm with a focus on bespoke investment management.
- Benefits: Competitive salary, flexible working, and potential for permanent role.
- Other info: Home-based role with occasional travel to events and the London office.
- Why this job: Kickstart your career in wealth management while building valuable professional relationships.
- Qualifications: Experience in financial services, strong organisational skills, and confidence in client interactions.
The predicted salary is between 40000 - 60000 £ per year.
I’m working with a leading UK wealth management firm looking to appoint a Business Development Support / Associate on a 12-month fixed-term contract. This is a newly created role, supporting the Head of Business Development within the firm’s bespoke investment management division. It would suit someone highly organised, commercially aware and confident in a client-facing environment, who is looking to build their career in wealth management, investment management or business development. This is not a heavy sales role. The focus is on supporting business development activity, helping coordinate events, preparing for meetings and pitches, managing internal stakeholders, supporting marketing collateral, and building relationships across the professional intermediary market.
You’ll be working closely with the Head of Business Development, supporting engagement with professional connections such as law firms, accountants, trustees, investment consultants and other introducers.
Key responsibilities will include:
- Supporting the Head of BD with meeting preparation, coordination and follow-up
- Helping organise and attend events, client meetings and professional intermediary activity
- Supporting the development of relationships with professional services firms and introducers
- Helping prepare pitch materials, presentations and collateral
- Liaising internally with investment management, wealth planning, marketing, compliance and other teams
- Supporting contact strategy, reporting and management information
- Acting as a confident ambassador for the firm and its proposition
The ideal candidate will have:
- At least a couple of years’ experience in a financial services or professional services environment
- Strong organisational skills and attention to detail
- Confidence communicating with internal and external stakeholders
- A proactive, polished and professional approach
- An interest in wealth management or investment management
- Experience in business development support, sales support, events, marketing, client coordination or relationship management would be highly relevant
We are open to a range of backgrounds. You do not need to be an experienced BDM or have an established intermediary network, but you will need to be credible, organised and comfortable engaging with senior stakeholders. The role is predominantly home-based, with travel to events and an expectation to attend the London office approximately every couple of weeks. There may also be flexibility for candidates based elsewhere in the UK, particularly if they can travel when needed. The salary range is £40,000–£60,000, depending on experience, plus benefits. Although this is initially a 12-month FTC, there is a strong possibility the role could become permanent if successful. Please get in touch for a confidential conversation.
Business Development Associate employer: BWD Search & Selection
Join a leading UK wealth management firm that prioritises employee growth and development in a supportive and collaborative environment. As a Business Development Associate, you'll benefit from flexible working arrangements, including home-based options and regular engagement with the London office, while being part of a culture that values professional relationships and teamwork. With opportunities to enhance your skills and potentially secure a permanent position, this role is perfect for those looking to make a meaningful impact in the investment management sector.
Contact Details:
BWD Search & Selection Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Business Development Associate
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management and investment sectors. Attend industry events, webinars, or even local meet-ups. The more people you know, the better your chances of landing that Business Development Associate role.
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly and understand their values and services. Be ready to discuss how your skills align with supporting business development activities and building relationships with professional intermediaries.
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've successfully coordinated events or managed multiple stakeholders. This will demonstrate your ability to thrive in a client-facing environment.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you prepare and stand out. Plus, it’s the best way to ensure your application gets noticed by the right people. Don’t miss out on this opportunity!
We think you need these skills to ace Business Development Associate
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Business Development Associate role. Highlight any relevant experience in financial services, client coordination, or event management to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're interested in wealth management and how your background makes you a great fit for supporting business development activities. Keep it engaging and professional.
Showcase Your Organisational Skills:Since this role requires strong organisational abilities, be sure to mention specific examples of how you've successfully managed projects or coordinated events in the past. We love seeing those details!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows your enthusiasm for joining our team!
How to prepare for a job interview at BWD Search & Selection
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a Business Development Associate. Familiarise yourself with the key tasks like meeting preparation, event coordination, and relationship building. This will help you demonstrate your knowledge and enthusiasm for the role.
✨Showcase Your Organisational Skills
Since this role requires strong organisational skills, be ready to share examples from your past experiences where you've successfully managed multiple tasks or projects. Highlight how you prioritised your workload and ensured everything ran smoothly, especially in client-facing situations.
✨Prepare for Stakeholder Engagement
Given the importance of liaising with internal and external stakeholders, practice how you would communicate effectively with different professionals. Think about how you can build rapport and trust, and be prepared to discuss any relevant experiences where you've successfully engaged with senior stakeholders.
✨Demonstrate Your Interest in Wealth Management
Make sure to express your genuine interest in wealth and investment management during the interview. Research the firm and its services, and be ready to discuss current trends in the industry. This will show that you're not just looking for any job, but that you're passionate about this specific field.
