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- Tasks: Build relationships with financial advisers and drive new business opportunities.
- Company: Join a leading asset management firm focused on growth and innovation.
- Benefits: Home-based role with travel, competitive salary, and professional development support.
- Other info: Dynamic team environment with opportunities for networking and career advancement.
- Why this job: Kickstart your career in business development and make a real impact in finance.
- Qualifications: A Level standard; sales support or client-facing experience preferred.
The predicted salary is between 28800 - 43200 £ per year.
The Business Development Executive (BDE) is responsible for originating, developing and managing relationships with UK financial advisers and intermediary firms to support the growth of Marlborough's assets under management (AUM). This role is designed as the first step into a front-line business development career for individuals with experience in sales support, adviser services or client-facing operational roles within asset management or financial services. The BDE will operate independently, building adviser relationships, delivering presentations, generating new business opportunities and supporting Marlborough's wider commercial objectives, while receiving guided support, coaching and structured development. This role is home based but please be aware this role will require extensive UK travel.
Key Responsibilities
- Business Development & Relationship Management
- Proactively identify, engage and build relationships with financial advisers across assigned regions.
- Conduct introductory and follow-up meetings to position Marlborough's investment solutions and service offering.
- Develop a structured approach to adviser coverage, including activity planning, lead-generation and relationship mapping.
- Deliver clear, compliant and engaging presentations tailored to adviser needs.
- Represent Marlborough at adviser events, roadshows and industry conferences.
- Product & Proposition Expertise
- Build and maintain strong working knowledge of Marlborough Multi-Asset Funds, MPS / Fund of Funds Range, Platform Services, ACD / Fund Services.
- Understand market positioning, competitor offerings and the regulatory landscape.
- Communicate features, benefits and differentiators effectively to adviser audiences.
- Commercial Growth & AUM Development
- Drive new business flows by identifying adviser needs, investment preferences and commercial opportunities.
- Support the adoption of Marlborough solutions within adviser investment propositions.
- Strengthen usage and deepen share-of-wallet with existing adviser relationships.
- Marketing, Campaigns & Events
- Collaborate with Marketing to support targeted campaigns and outreach activity.
- Contribute to content development for presentations, brochures, webinars and adviser communications.
- Assist with the planning and delivery of events, including adviser seminars and virtual briefings.
- Insight, Reporting & CM Management
- Maintain accurate and timely CRM records including meetings, interactions, pipeline and outcomes.
- Capture and communicate adviser insights, market trends, opportunities and risks.
- Provide regular activity, pipeline and performance reporting to the Commercial Director.
- Cross-Team Collaboration
- Work effectively with internal teams including Product, Marketing, Operations, Compliance and Platform functions.
- Provide adviser feedback to support product enhancements and proposition development.
- Participate in business projects, research tasks and strategic initiatives as required.
Essential Skills
- Ability to communicate with individuals at all levels within Marlborough as well as with clients.
- Demonstrate the ability to successfully promote investment solutions to the financial adviser community.
- Accurate with good attention to detail.
- Able to plan and prioritise effort, execute effectively and regularly switch priorities.
- Good PC skills.
Beneficial Skills
- Ability to understand and evaluate a financial adviser's practice.
- Ability to work independently.
- Comfortable and able to engage with internal management and staff across the business.
- Willing and able to network on behalf of Marlborough including representation at conferences, industry forums and industry events.
Essential Qualifications
- A Level standard.
Beneficial Qualifications
- A relevant industry-related qualification such as IMC, CII or CFA.
Essential Experience
- Previous related industry experience.
Beneficial Experience
- Aware of financial planners, markets, services, products, competitors and industry trends.
Essential Personal Qualities
- Enthusiastic personal impact.
- Calm and resilient under pressure.
- Proactive approach to work and problem solving.
- Excellent communicator.
- Outgoing, confident personality with ability to remain positive during difficult conversations.
Beneficial Personal Qualities
- To be flexible in your work ethic.
- Organised.
- Influencer.
- Decision making skills.
Business Development Executive in Bolton employer: Marlborough
Contact Detail:
Marlborough Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Executive in Bolton
✨Tip Number 1
Get to know the company inside out! Research Marlborough's investment solutions and their market positioning. This will help you tailor your conversations and show that you're genuinely interested in what they do.
✨Tip Number 2
Network like a pro! Attend industry events, roadshows, and conferences where financial advisers gather. This is your chance to make connections and showcase your enthusiasm for building relationships.
✨Tip Number 3
Practice your pitch! Prepare engaging presentations that highlight how Marlborough's offerings can meet adviser needs. The more confident you are in delivering these, the better your chances of making an impact.
✨Tip Number 4
Keep track of your interactions! Use CRM tools to maintain accurate records of meetings and insights. This not only helps you stay organised but also shows your commitment to following up and nurturing those relationships.
We think you need these skills to ace Business Development Executive in Bolton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Business Development Executive. Highlight any experience you have in sales support or client-facing roles, and don’t forget to mention your ability to build relationships with financial advisers.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about business development and how your skills align with our goals at Marlborough. Be specific about what excites you about the role and our company.
Showcase Your Communication Skills: As a BDE, communication is key! In your application, demonstrate your ability to convey complex information clearly and engagingly. Whether it's through your writing style or examples of past presentations, let us see your flair for communication.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us that you’re proactive and keen to join our team!
How to prepare for a job interview at Marlborough
✨Know Your Stuff
Make sure you have a solid understanding of Marlborough's investment solutions and the financial services landscape. Brush up on their Multi-Asset Funds and competitor offerings so you can confidently discuss how they stand out in the market.
✨Build Rapport
Since this role is all about relationship management, practice your networking skills. Think of ways to engage with interviewers as if they were financial advisers. Show them you can build connections and communicate effectively.
✨Prepare Engaging Presentations
You might be asked to deliver a presentation during your interview. Tailor it to showcase how you would present Marlborough’s solutions to advisers. Keep it clear, compliant, and engaging—just like you would in a real meeting.
✨Show Your Proactivity
Demonstrate your proactive approach by sharing examples of how you've identified opportunities or solved problems in previous roles. This will highlight your ability to drive new business flows and support Marlborough's commercial objectives.