Business Development Executive in Coventry

Were looking for a Business Development Executive to join our team someone who can create momentum from a standing start.

This is about building a pipeline, not waiting for it. Youll focus on outbound prospecting, identifying the right people, starting meaningful conversations, and creating qualified opportunities for our wealth management advisers and employee benefits consultants.

If you enjoy the craft of sales the positioning, the timing, the turning of a hesitant maybe into a committed meeting youll find this role both challenging and rewarding.

What youll be doing:

This is a proactive, outbound role. Youll be:

• making targeted calls and running structured email outreach

• using LinkedIn to identify and engage senior decision-makers solicitors, accountants, mortgage brokers, HR directors and finance directors

• qualifying interest and booking high-quality meetings directly into advisers and consultants diaries

• building and managing contact lists and outreach sequences

• following up consistently on warm leads and conversations

• keeping CRM records accurate, organised and actionable

Your role is simple in principle: open the door well, because a well-opened door gives our consultants the best chance to deliver meaningful advice and thats where real value is created.

What were looking for:

• confidence on the phone youre comfortable starting conversations and holding your ground

• drive and ownership youre motivated by targets and take pride in delivering quality outcomes, not just activity

• organisation and discipline you can manage a busy pipeline without letting opportunities drift

• resilience you understand that rejection is part of the process, not a signal to stop

• curiosity youre always looking to improve how you approach conversations, messaging and engagement

Why this role matters:

This isnt just about booking meetings. It sits at the front of the engine. The quality of what you do directly shapes the quality of relationships we build and ultimately the outcomes we deliver for clients.

In our five-year plan, growth is driven by consistent, high-quality client acquisition and engagement. This role is a key part of making that happen, turning strategy into real conversations, and conversations into opportunity.

The opportunity:

If youre looking to build a career in financial services, this is a strong starting point. Youll develop:

• commercial awareness

• communication and influence

• a deep understanding of client needs and decision-making

And most importantly the ability to create opportunity where none existed before.

Why join us?

At Mattioli Woods, we provide tailored wealth management, investment, and pension solutions built on long-term relationships and trusted expertise.

Youll be part of a collaborative, client-focused environment with opportunities for personal growth, career progression, and the chance to contribute to meaningful financial outcomes for our clients.

Whats in it for you:

• competitive salary and comprehensive benefits package, including:

• group pension

• life assurance

• income protection

• health cash plan

• clear career progression pathways and professional development opportunities

• social activities and charity fundraising events

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