At a Glance
- Tasks: Identify and generate acquisition opportunities in the wealth management sector.
- Company: Join one of the UK's leading wealth management firms in a dynamic London office.
- Benefits: Enjoy an uncapped bonus structure, full benefits, and long-term career progression.
- Other info: Modern office atmosphere with excellent growth opportunities awaits you!
- Why this job: Thrive in a target-driven environment while building valuable professional relationships.
- Qualifications: Previous telesales or business development experience in financial services is essential.
The predicted salary is between 40000 - 50000 £ per year.
We are currently working on behalf of one of the UK’s leading wealth management and financial planning businesses, who are looking to appoint a highly driven and commercially minded Business Development Executive to join their London office. This is a unique opportunity to join a rapidly growing organisation within the wealth management sector, focusing specifically on identifying and generating acquisition opportunities across the UK financial planning market.
The successful individual will play a key role within the firm’s growth and acquisitions strategy. The position is heavily telephone-sales focused and will involve proactively contacting financial planning firms across the UK to identify potential acquisition targets and arrange meetings for senior stakeholders.
This role would suit somebody who thrives in a target-driven environment, enjoys building relationships over the phone, and is motivated by long-term earning potential and progression.
Key Responsibilities- Proactively contact financial planning and wealth management firms across the UK
- Identify and qualify potential acquisition opportunities
- Arrange meetings for senior stakeholders and decision-makers
- Build and maintain strong professional relationships
- Maintain accurate CRM records and pipeline activity
- Work towards business development and acquisition targets
- Previous telesales or business development experience within financial services is essential
- Confident communicator with a professional and credible telephone manner
- Highly resilient, adaptable, and comfortable handling objections and knockbacks
- Target-driven with strong commercial awareness
- Motivated by career progression and uncapped earning potential
- Uncapped bonus structure
- Full benefits package
- Long-term progression opportunities
- Modern London office environment
- Opportunity to join one of the UK’s leading firms within wealth management
For further information, please apply directly or contact us for a confidential discussion.
Wealth Management Growth & Acquisition Executive employer: mbf
Join one of the UK's leading wealth management firms, where you will thrive in a dynamic and target-driven environment that fosters professional growth and offers uncapped earning potential. Our modern London office promotes a collaborative work culture, providing comprehensive benefits and long-term progression opportunities for motivated individuals eager to make a significant impact in the financial planning sector.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Management Growth & Acquisition Executive
✨Tip Number 1
Get to know the company inside out! Research their values, recent news, and their position in the wealth management sector. This will help you tailor your conversations and show that you're genuinely interested in what they do.
✨Tip Number 2
Practice your phone skills! Since this role is heavily telephone-sales focused, make sure you’re comfortable chatting with potential clients. Role-play with a friend or use a mirror to boost your confidence and refine your pitch.
✨Tip Number 3
Network like a pro! Connect with professionals in the financial planning space on LinkedIn. Engaging with industry content can help you build relationships and might even lead to warm introductions when you reach out.
✨Tip Number 4
Don’t forget to follow up! After your initial contact, send a quick email or message to thank them for their time and reiterate your interest. It shows professionalism and keeps you on their radar.
We think you need these skills to ace Wealth Management Growth & Acquisition Executive
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Wealth Management Growth & Acquisition Executive role. Highlight your telesales or business development experience in financial services, and don’t forget to showcase your target-driven mindset!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how your skills align with the company's growth strategy. Keep it professional but let your personality come through.
Showcase Your Communication Skills:Since this role is heavily telephone-focused, make sure to emphasise your confident communication style. Mention any experience you have in building relationships over the phone and handling objections like a pro!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to see your application and get you on the path to joining our dynamic team!
How to prepare for a job interview at mbf
✨Know Your Numbers
Before the interview, brush up on key financial metrics and trends in the wealth management sector. Being able to discuss relevant statistics or recent market developments will show your commercial awareness and enthusiasm for the role.
✨Master the Art of Telesales
Since this role is heavily telephone-sales focused, practice your phone manner. Role-play with a friend or family member to refine your pitch and handling objections. The more comfortable you are over the phone, the better you'll perform during the interview.
✨Showcase Relationship Building Skills
Prepare examples of how you've successfully built and maintained professional relationships in previous roles. This could be through networking, follow-ups, or managing client accounts. Highlighting these experiences will demonstrate your suitability for a target-driven environment.
✨Be Ready for Objections
Expect questions about how you handle rejection or objections. Prepare specific examples where you've turned a 'no' into a 'yes'. This will showcase your resilience and adaptability, which are crucial traits for success in this position.
