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- Tasks: Engage with prospects and convert leads into long-term clients in a fast-paced environment.
- Company: Dynamic company focused on private wealth management and client success.
- Benefits: Competitive salary, growth opportunities, and a supportive team culture.
- Other info: Collaborative team environment with opportunities for professional development.
- Why this job: Be at the forefront of our growth strategy and make a real impact.
- Qualifications: Recent graduate with strong communication skills and an entrepreneurial mindset.
The predicted salary is between 25000 - 32000 £ per year.
We are looking for a driven and entrepreneurial graduate to join our growing Business Development function. This role is ideal for someone who thrives in a fast-paced, client-focused environment and is eager to play a key role in helping convert high-potential leads into long-term clients. You will be at the forefront of our growth strategy, engaging with prospects, initiating conversations and booking meetings, and supporting the wider team in building a scalable and structured business development process.
Key Responsibilities
- Identify and prioritise high-quality prospective clients by leveraging a range of data sources – including LinkedIn, news articles, awards, and professional networks.
- Proactively contact and follow up with prospective clients via phone, email, and LinkedIn to secure introductory meetings with our investment managers.
- Maintain accurate and up-to-date records of all interactions in our CRM system to ensure visibility and accountability across the pipeline.
- Collaborate closely with investment managers to gather feedback on lead quality and progression, and help ensure timely follow-up actions are taken.
- Support the development of structured outreach campaigns around key themes (e.g. wealth planning, business exits, intergenerational wealth).
- Contribute to the ongoing refinement of our lead generation strategy by identifying new sources of prospects (e.g. LinkedIn, news articles, awards, charity and trustee networks).
Skills, Knowledge and Expertise
- A recent graduate with a strong academic background and a genuine interest in private wealth management or financial services.
- Entrepreneurial mindset with a proactive, can-do attitude and a willingness to take ownership of outcomes.
- Strong communication skills – confident, articulate, and persuasive over the phone and in writing.
- Resilience and persistence – comfortable with rejection and motivated by long-term goals.
- A collaborative team player who understands the value of collective success over individual wins.
- Ideally, some exposure to consulting, sales, or client-facing roles (internships or otherwise) is a plus.
Business Development Executive employer: JM Finn
Contact Detail:
JM Finn Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Executive
✨Tip Number 1
Get your networking game on! Use LinkedIn to connect with industry professionals and alumni from your university. Don’t be shy – send personalised messages to introduce yourself and express your interest in business development.
✨Tip Number 2
Practice your pitch! Whether it’s over the phone or in person, being able to articulate your value and enthusiasm for the role is key. Role-play with friends or family to build confidence and refine your delivery.
✨Tip Number 3
Follow up like a pro! After any meeting or conversation, send a thank-you email to express your appreciation and reiterate your interest. This shows initiative and keeps you top of mind for potential employers.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for driven individuals like you. Keep an eye on our job postings and make sure your application stands out by showcasing your entrepreneurial spirit.
We think you need these skills to ace Business Development Executive
Some tips for your application 🫡
Show Your Entrepreneurial Spirit: When writing your application, let your entrepreneurial mindset shine through! Share examples of how you've taken initiative in past roles or projects. We love candidates who are proactive and ready to take ownership of their work.
Tailor Your Communication: Make sure your written application reflects strong communication skills. Be clear, articulate, and persuasive in your language. Remember, this is your chance to show us how you can engage with clients effectively!
Highlight Relevant Experience: If you've had any internships or roles related to consulting, sales, or client-facing positions, be sure to mention them! Even if they were brief, we want to see how you've developed those skills and how they relate to the Business Development Executive role.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at JM Finn
✨Know Your Prospects
Before the interview, research potential clients and their industries. Familiarise yourself with recent news articles, awards, or trends that could impact their business. This will not only show your interest but also help you engage in meaningful conversations during the interview.
✨Showcase Your Communication Skills
As a Business Development Executive, strong communication is key. Practice articulating your thoughts clearly and confidently. Consider doing mock interviews with friends or family to refine your pitch and ensure you come across as persuasive and articulate.
✨Demonstrate Your Entrepreneurial Spirit
Highlight any experiences where you've taken initiative or ownership of a project. Whether it's a university project or an internship, share specific examples that showcase your proactive attitude and ability to drive results.
✨Emphasise Team Collaboration
This role values teamwork, so be prepared to discuss how you've worked effectively in groups. Share instances where you've contributed to collective success, and express your understanding of how collaboration can lead to better outcomes in business development.