At a Glance
- Tasks: Help advisers hit their targets by managing client appointments and optimising lead channels.
- Company: Dynamic financial services firm focused on growth and innovation.
- Benefits: Competitive salary, performance bonuses, and opportunities for professional development.
- Other info: Join a supportive team culture with great career advancement potential.
- Why this job: Make a real impact in a role that drives adviser success and client satisfaction.
- Qualifications: 5+ years in financial services, strong analytical skills, and experience with client acquisition.
The predicted salary is between 45000 - 52500 £ per year.
The Adviser Growth Executive is responsible for helping advisers consistently achieve their monthly, quarterly and annually performance targets by ensuring a sustainable, high-quality flow of client appointments. The role focuses on sourcing, managing and optimising multiple lead and introducer channels, improving return on investment across all appointment activity, and supporting adviser retention and long-term growth. This is a commercially focused role working closely with advisers and the leadership team to scale what works, fix what underperforms, and remove ineffective activity.
Key Responsibilities
- Adviser Performance & Growth
- Support advisers in achieving agreed monthly, quarterly and annual targets
- Ensure advisers have sufficient, appropriate appointments to meet revenue goals
- Monitor adviser capacity, experience and target markets to align appointment flow
- Work with advisers on an individual basis, adapting to different personalities, working styles and preferences
- Contribute to adviser satisfaction, engagement and long-term retention
- Appointment & Lead Strategy
- Develop and manage the overall appointment generation strategy
- Plan, monitor and optimise appointment volumes, quality and sources
- Track performance by adviser and by lead source, including conversions and revenue
- Measure and improve ROI across all appointment activity
- Reduce reliance on any single lead source by building a diversified supply mix
- Supply Line Management
- Manage and optimise multiple lead and referral channels, including:
- Paid lead generation companies
- Professional and commercial introducer relationships
- Strategic partnerships
- Adviser-led initiatives (referrals, re-engagement activity, niche campaigns)
- Social media campaigns and broader brand-building activity
- Analysis & Optimisation
- Monitor success rates of appointments and lead sources
- Identify trends and insights from performance data
- Diagnose and improve underperforming activity
- Stop or exit lead sources that do not deliver acceptable ROI
- Stakeholder & Leadership Collaboration
- Build a strong working relationship with the leadership team, particularly the Operations Director
- Contribute to a positive, high-performance culture based on trust, accountability and alignment
Key Measures of Success
- Adviser achievement of agreed targets
- Quality and consistency of appointment flow
- ROI across all appointment and lead activity
- Adviser satisfaction and retention
- Diversification and stability of lead sources
Skills & Experience (Ideally)
- 5+ years’ experience in financial services or a closely related sector
- Strong understanding of client acquisition and lead generation
- Experience working with financial advisers or professional sales teams
- Commercially minded with strong analytical skills
- Confident managing multiple stakeholders and external partners
- Comfortable working with data to inform decisions and recommendations
Package & Benefits
- Base Salary: £45,000 – £52,500
- Performance Bonus: Based on adviser retention, appointment volume, return on investment (ROI) and adviser performance.
- OTE: £55,000 – £70,000
Business Development Executive in Corbridge employer: Emerald Associates
As a Business Development Executive at our company, you will thrive in a dynamic and supportive environment that prioritises adviser success and satisfaction. We offer competitive salaries, performance bonuses, and a culture of collaboration where your contributions directly impact growth and innovation. With ample opportunities for professional development and a commitment to fostering long-term relationships, this role is perfect for those seeking meaningful and rewarding employment in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Business Development Executive in Corbridge
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join 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
Practice your pitch! When you get the chance to chat with someone about your career goals, make sure you can clearly explain what you bring to the table. Tailor your message to highlight how your skills align with roles like the Business Development Executive.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in making you memorable. Use this opportunity to reiterate your enthusiasm for the role and mention something specific from your conversation that resonated with you.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it shows you’re genuinely interested in being part of our team!
We think you need these skills to ace Business Development Executive in Corbridge
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Business Development Executive role. Highlight your experience in client acquisition and lead generation, as well as any relevant achievements that align with the job description.
Showcase Your Analytical Skills:Since this role is commercially focused, don’t forget to demonstrate your strong analytical skills. Share examples of how you've used data to inform decisions or improve performance in previous roles.
Highlight Relationship Management:This position involves working closely with advisers and stakeholders, so be sure to mention your experience in managing relationships. Talk about how you've contributed to adviser satisfaction and retention in past roles.
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 Emerald Associates
✨Know Your Numbers
Make sure you’re familiar with key performance metrics related to adviser growth and appointment generation. Be ready to discuss how you've previously improved ROI or managed lead sources effectively.
✨Tailor Your Approach
Understand that different advisers have unique styles and needs. Prepare examples of how you've adapted your strategies to support various personalities and working styles in the past.
✨Showcase Your Analytical Skills
Be prepared to talk about how you’ve used data to drive decisions. Bring specific examples of how you’ve identified trends, optimised lead sources, or improved appointment success rates.
✨Build Relationships
Highlight your experience in collaborating with leadership teams and external partners. Share stories that demonstrate your ability to foster strong working relationships and contribute to a positive culture.
