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- Tasks: Support the Business Development team with marketing materials, client interactions, and event coordination.
- Company: Evelyn Partners, a leading UK wealth management firm with a focus on client success.
- Benefits: Competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Why this job: Kickstart your career in Business Development with a supportive and dynamic team environment.
- Qualifications: Strong customer service skills, teamwork, attention to detail, and effective communication.
- Other info: Diverse workplace committed to inclusion and personal growth opportunities.
The predicted salary is between 30000 - 40000 £ per year.
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next.
We’re seeking a talented individual to join our team in London, which is responsible for providing support and co-ordination to the Business Development (BD) team. You will work as part of a dedicated Sales Support team, which is integral to Business Development, delivering excellent service. Activities are varied and focus around delivering high quality service to our clients, including introducers and IFAs, to ensure the smooth running of the BD teams - UK IFA, International IFA and Professional Connections. This is a fantastic opportunity for someone looking to start their career in Business Development. We offer hybrid working, a positive working environment you can thrive in and opportunities to further develop your career.
Responsibilities
- Preparing and updating BD marketing collateral including but not limited to factsheets, presentations, proposals within strict deadlines and coordinating within the team to cover delivery during periods of absence.
- Manage and update the IFA distribution list, complete Due Diligence questionnaires, and update CRM systems.
- Updating the BD intranet and website pages.
- Diary management co-ordination of appointments and meetings for the BD Team Heads; booking travel, meeting rooms, restaurants and expenses for BD Team Heads.
- Organising, attending and assisting with hosting of events and seminars.
- Provide support to the BD team in their efforts to sell the firm’s services to IFAs and other intermediaries, creating and updating new client PowerPoint presentations/documents as and when required.
Qualifications
- A strong client/customer service ethic.
- Ability to work well within teams, collaborating with colleagues to ensure best outcomes for internal and external clients.
- Strong inter-personal skills.
- Excellent attention to detail and able to manage time effectively.
- Effective communicator both verbally and in writing.
- Knowledge of Microsoft office packages, primarily Word, Excel and PowerPoint.
Desirable
- Previous experience in the financial services industry preferable.
- A relevant qualification is desirable but not essential.
Benefits
- Competitive salary.
- Private medical insurance.
- Life assurance.
- Pension contribution.
- Hybrid working model (role dependant).
- Generous holiday package.
- Option to purchase additional holiday.
- Shared parental leave.
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we are delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
Business Development Coordinator employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Coordinator
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with potential colleagues on LinkedIn. The more you engage, the better your chances of landing that Business Development Coordinator role.
✨Tip Number 2
Prepare for interviews by researching Evelyn Partners and understanding their services. Tailor your responses to show how your skills align with their needs, especially in client service and team collaboration.
✨Tip Number 3
Showcase your organisational skills! Be ready to discuss how you've managed projects or coordinated events in the past. This will highlight your ability to support the BD team effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Evelyn Partners.
We think you need these skills to ace Business Development Coordinator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Business Development Coordinator role. Highlight relevant experience and skills that match the job description, like your client service ethic and teamwork abilities. We want to see how you can contribute to our BD team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about business development and how your background makes you a great fit for us. Keep it concise but engaging – we love a good story!
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best selves, so double-check everything before hitting send!
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 get all the updates. Plus, it’s super easy – just follow the prompts and let us know you’re interested!
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Before the interview, make sure you understand Evelyn Partners' services and how they relate to Business Development. Familiarise yourself with their marketing collateral and be ready to discuss how you can contribute to creating and updating materials like presentations and proposals.
✨Showcase Your Team Spirit
Since this role involves working closely with the BD team, highlight your ability to collaborate effectively. Share examples from your past experiences where you worked as part of a team to achieve a common goal, especially in customer service or support roles.
✨Master the Details
Attention to detail is crucial for this position. During the interview, demonstrate your organisational skills by discussing how you manage tasks and deadlines. You might even want to mention any tools or methods you use to keep track of your work.
✨Communicate Clearly
Effective communication is key in this role. Practice articulating your thoughts clearly and concisely. Be prepared to answer questions about your communication style and provide examples of how you've successfully conveyed information in previous roles.