At a Glance
- Tasks: Support business development and enhance client experiences in a dynamic financial environment.
- Company: Join EQ Investors, a leading sustainable investment firm with a positive impact ethos.
- Benefits: Competitive salary, bonus potential, generous leave, and various employee schemes.
- Other info: Pathway to a Business Development Manager role with excellent growth opportunities.
- Why this job: Kickstart your career in sales while contributing to sustainable finance and client success.
- Qualifications: Previous relevant experience and a proactive mindset are essential.
The predicted salary is between 45000 - 50000 £ per year.
EQ Investors (EQ) is an award-winning discretionary fund management (DFM) and Wealth Management business. We work with financial intermediaries primarily in the UK but also internationally, partnering with over 300 advice firms and 700 financial advisers including directly authorised firms, large regional IFA businesses, and Nationals and Networks. We service private clients, corporates, and charitable endowments all around the UK. Positioned in the market as one of the leading sustainability specialists, the continued rise of sustainable investing means we are in the midst of an exciting growth phase. EQ is also a Certified B Corporation, an internationally recognised standard for companies that believe in business as a force for good. Making a positive contribution to the wider community is a core part of our business philosophy.
Role: EQ’s discretionary fund management arm is looking to hire a Business Development Sales Support. Within this role, you will be actively involved in helping to drive new revenue growth for the company. The role will involve supporting the distribution team in providing market-leading client experience and will report to the Head of (Investment) Sales. The successful candidate will be expected to improve the efficiency of the distribution function and proactively manage and improve processes. The candidate should be interested in developing as a Sales Professional over time and there is an opportunity for proactive as well as reactive contact with IFAs and intermediaries, with the potential to manage your own client book in the future.
Key Responsibilities:
- Supporting Business Development Manager (BDM) in servicing and increasing share of wallet from our key IFA accounts whilst contributing to the wider growth of the DFM business through other business development activities.
- Support the distribution team in providing a market-leading client experience; undertake the day-to-day sales and client tasks in order to ensure efficiency.
- Assist with responding to client & prospect queries, sourcing EQ materials and collating answers from the wider team if necessary.
- Develop the skillset and practical knowledge of the industry, intermediary market, existing clients, and EQ’s competitors.
- Build and maintain in-depth knowledge of our products and services and the ability to apply that knowledge to support our IFA clients.
- Assist the distribution team with event and webinar program – this could include organising events, liaising with other stakeholders such as venues/event organisers, as well as the invitation and follow-up process.
- A (long-term) pathway to a BDM position exists, where you will in time become a named client/relationship contact for a book of Investment clients.
Skills, Knowledge & Experience:
- Previous relevant work experience essential (12+ months).
- IFA/Client facing experience desirable.
- Financial services or Sales experience desirable.
- A pro-active mindset with the desire to develop a career in intermediary sales/business development.
- A client-first mindset with strong interpersonal and communication skills, confident and personable in engaging a diverse client base.
- Confident verbal and written communication manner.
- Excellent organisational and planning skills.
- Coachable and keen to learn with demonstrable grit & determination.
- Willing to take responsibility and oversee projects to completion under guidance. Can work autonomously when required.
- Can liaise with internal & external stakeholders effectively and mediate good outcomes for the team and the business.
- Flexible and keen to be involved in a wide spectrum of activities.
Salary & Benefits:
The role is a full-time position based at our office near Monument in London with a competitive salary up to £36,000 and a discretionary bonus target. Other benefits include:
- 24 days annual leave (rising to 25 days after 12 months employment).
- Auto enrolled into the company pension scheme after 3 months employment – matched employer contributions up to 6% of salary.
- GLA (4 x Salary) & GIP (75% of Salary).
- Company Share Scheme.
- Electric Car Scheme – Octopus Electric Vehicles.
- Cycle to Work Scheme – Green Commute Initiative.
Junior Business Development Consultant employer: EQ Investors Limited
EQ Investors is an exceptional employer, offering a dynamic work environment in the heart of London, where sustainability and positive community impact are at the forefront of our mission. With a strong focus on employee development, we provide clear pathways for career progression, including opportunities to manage your own client book as a Junior Business Development Consultant. Our competitive benefits package, including generous annual leave, pension contributions, and innovative schemes like the Electric Car Scheme, reflects our commitment to fostering a supportive and rewarding workplace culture.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Business Development Consultant
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like EQ Investors Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Junior Business Development Consultant
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to EQ Investors Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on EQ Investors Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at EQ Investors Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with EQ Investors Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at EQ Investors Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former EQ Investors Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
