Business Development Executive

Business Development Executive

Full-Time 35000 - 45000 £ / year (est.) Home office (partial)
Limelight Health

At a Glance

  • Tasks: Join Vanguard's team to build relationships and drive growth in the UK adviser market.
  • Company: Vanguard, a revolutionary investment company focused on client interests.
  • Benefits: Hybrid work model, inclusive culture, and opportunities for professional development.
  • Other info: Dynamic environment with a commitment to diversity and inclusion.
  • Why this job: Make a real impact by connecting with financial advisers and showcasing Vanguard's investment philosophy.
  • Qualifications: Experience in client-facing roles and strong communication skills are essential.

The predicted salary is between 35000 - 45000 £ per year.

Join Vanguard’s dynamic Intermediary Sales team and play a key role in expanding our presence across the UK adviser market. You’ll drive growth by deepening relationships with financial advisers, identifying new opportunities, and showcasing the strength of Vanguard’s investment philosophy — all while delivering an exceptional virtual client experience. This role is ideal for someone who thrives in a fast paced, commercially focused environment and enjoys building meaningful connections via phone, video, and occasional face‑to‑face meetings.

You’ll manage a panel of non‑complex and high‑value clients who prefer virtual engagement, helping us grow assets and strengthen long‑term partnerships.

In this role you will:

  • Build and execute strategic panel plans to grow net cash flow and expand share of wallet across intermediary segments.
  • Promote Vanguard’s investment philosophy, portfolio construction expertise, and product range to financial advisers.
  • Own your pipeline — driving proactive outreach, creating opportunities, and accelerating sales velocity.
  • Identify and onboard new adviser relationships, expanding Vanguard’s footprint in the market.
  • Partner with senior sales colleagues on high‑potential clients who prefer virtual servicing.
  • Collaborate with other panel teams to share insights, coordinate opportunities, and maximise impact.
  • Apply Vanguard’s sales methodology to deepen client understanding and enhance sales effectiveness.
  • Work closely with Marketing, ISG, Product, and other internal groups to deliver exceptional client outcomes.
  • Build deep knowledge of the competitive landscape to position Vanguard effectively.
  • Contribute to key projects and support initiatives that elevate the adviser experience.

What It Takes:

  • Previous experience working within a client facing or sales role within financial services.
  • Strong experience in phone- and web based sales — comfortable leading adviser conversations virtually.
  • Proven track record in building and maintaining strong professional relationships.
  • Solid understanding of fund management products and the intermediary market landscape.
  • Confident, polished, and persuasive communicator with excellent presentation skills.
  • Strong written and verbal communication abilities.

Special Factors:

  • Vanguard is not offering visa sponsorship for this position.
  • This is a hybrid position and would require you to work in the office 3 days per week (Tuesday, Wednesday & Thursday).

Why Vanguard?

Vanguard is a different kind of investment company. It was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients. This is a philosophy that has helped millions of people around the world to achieve their goals with low-cost, uncomplicated investments. It’s what we stand for: value to investors.

Inclusion Statement:

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.” We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values. When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard’s core purpose: to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

Our commitment to equal employment opportunity:

Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law. Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please inform if you need assistance completing this application or otherwise participate in the application process.

How We Work:

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in‑person learning, collaboration, and connection. We believe our mission‑driven and highly collaborative culture is a critical enabler to support long‑term client outcomes and enrich the employee experience.

Business Development Executive employer: Limelight Health

Vanguard is an exceptional employer that champions a collaborative and inclusive work culture, empowering its crew to thrive in a dynamic environment. With a strong commitment to employee growth, Vanguard offers opportunities for professional development while promoting a hybrid working model that balances flexibility with in-person engagement. Located in the UK, this role not only allows you to build meaningful relationships within the financial services sector but also aligns with Vanguard's core philosophy of putting clients first, making it a rewarding place to advance your career.

Limelight Health

Contact Details:

Limelight Health Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Business Development Executive

Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Business Development Executive role. A personal recommendation can go a long way in getting your foot in the door.

Tip Number 2

Prepare for virtual meetings as if they were face-to-face. Test your tech, dress the part, and have your talking points ready. This shows you’re serious about building those meaningful connections with advisers.

Tip Number 3

Research Vanguard’s investment philosophy and be ready to discuss it. Knowing the ins and outs of their approach will not only impress but also help you articulate how you can contribute to their growth.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re keen on joining the Vanguard crew!

We think you need these skills to ace Business Development Executive

Client Relationship Management
Sales Skills
Virtual Communication
Presentation Skills
Financial Services Knowledge
Fund Management Products Understanding
Strategic Planning

Some tips for your application 🫡

Show Your Personality:When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. Use a friendly tone and don’t be afraid to share your passion for building relationships in the financial services sector.

Tailor Your Application:Make sure to tailor your application to the role of Business Development Executive. Highlight your experience in phone- and web-based sales, and how you've successfully built relationships with clients. This shows us that you understand what we’re looking for!

Be Clear and Concise:Keep your application clear and to the point. We appreciate well-structured responses that get straight to the heart of your experience and skills. Avoid fluff and focus on what makes you a great fit for our team.

Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about Vanguard and our values.

How to prepare for a job interview at Limelight Health

Know Vanguard Inside Out

Before your interview, dive deep into Vanguard’s investment philosophy and product range. Understanding their approach will not only help you answer questions confidently but also show your genuine interest in the company.

Master Virtual Communication

Since this role involves a lot of virtual engagement, practice your phone and video call skills. Ensure you can articulate your thoughts clearly and maintain a professional presence on camera. Consider doing mock interviews with friends to get comfortable.

Build Your Relationship Skills

Think of examples from your past experiences where you've successfully built and maintained professional relationships. Be ready to discuss how you can apply these skills to deepen connections with financial advisers at Vanguard.

Prepare for Sales Scenarios

Brush up on sales methodologies and be prepared to discuss how you would approach driving proactive outreach and creating opportunities. Having specific strategies in mind will demonstrate your readiness to own your pipeline effectively.