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- Tasks: Drive business growth by proactively engaging with potential clients and booking high-quality meetings.
- Company: Join a leading financial services firm focused on client relationships and tailored solutions.
- Benefits: Enjoy a competitive salary, comprehensive benefits, and clear career progression opportunities.
- Other info: Collaborative environment with personal growth and meaningful impact on clients' financial futures.
- Why this job: Be at the forefront of client engagement, turning conversations into valuable opportunities.
- Qualifications: Confident communicator with a drive for results and strong organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
We are 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. You will 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—you'll find this role both challenging and rewarding.
What you'll be doing:
- This is a proactive, outbound role. You'll 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 that's where real value is created.
What we're looking for:
- Confidence on the phone—you’re comfortable starting conversations and holding your ground
- Drive and ownership—you’re 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—you’re always looking to improve how you approach conversations, messaging, and engagement
Why this role matters:
This isn't 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 you're looking to build a career in financial services, this is a strong starting point. You'll 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. You'll 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.
What's 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
Managing Director and Head of Business Development in Coventry employer: Mattioli Woods
Contact Detail:
Mattioli Woods Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Managing Director and Head of Business Development in Coventry
✨Tip Number 1
Get your networking game on! Use LinkedIn to connect with industry professionals and decision-makers. Don’t just send connection requests; engage with their content and start conversations that can lead to opportunities.
✨Tip Number 2
Practice your pitch! Whether it’s a phone call or an in-person meeting, being confident and clear about what you offer is key. Role-play with a friend or record yourself to refine your approach and make sure you’re ready to impress.
✨Tip Number 3
Follow up like a pro! After initial conversations, don’t let the momentum fade. Send a quick email or message to keep the dialogue going and show your genuine interest in working together.
✨Tip Number 4
Stay organised! Keep track of your contacts, follow-ups, and meetings using a CRM or even a simple spreadsheet. This will help you manage your pipeline effectively and ensure no opportunity slips through the cracks.
We think you need these skills to ace Managing Director and Head of Business Development in Coventry
Some tips for your application 🫡
Show Your Passion for Sales: When writing your application, let your enthusiasm for sales shine through. We want to see that you enjoy the craft of turning a hesitant maybe into a committed meeting. Share any relevant experiences that highlight your proactive approach and love for building relationships.
Be Specific About Your Achievements: Don’t just list your responsibilities; tell us about your successes! Use numbers and examples to illustrate how you've built pipelines or qualified leads in the past. This will help us understand your impact and how you can contribute to our growth.
Tailor Your Application: Make sure your application speaks directly to the role. Use keywords from the job description and relate your skills to what we’re looking for. This shows us that you’ve done your homework and are genuinely interested in joining our team.
Keep It Organised and Professional: Just like managing a busy pipeline, your application should be well-structured and easy to read. Use clear headings, bullet points, and concise language. And remember, applying through our website is the best way to ensure your application gets noticed!
How to prepare for a job interview at Mattioli Woods
✨Know Your Pipeline
Before the interview, get familiar with the concept of building a pipeline. Be ready to discuss how you would approach outbound prospecting and what strategies you’d use to identify and engage potential clients. This shows you understand the role's core responsibilities.
✨Showcase Your Resilience
Prepare examples that highlight your resilience in sales. Talk about times when you faced rejection but turned it into a learning opportunity. This will demonstrate that you’re not easily discouraged and can keep pushing forward, which is crucial for this role.
✨Master the Art of Conversation
Practice your phone skills! Since this role involves making targeted calls, be prepared to role-play some scenarios. Show that you can start conversations confidently and hold your ground, turning hesitant prospects into committed meetings.
✨Demonstrate Organisational Skills
Be ready to discuss how you manage your time and keep track of leads. Bring up any tools or methods you use to stay organised, especially regarding CRM systems. This will reassure them that you can handle a busy pipeline without letting opportunities slip through the cracks.