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For Companies At a Glance
- Tasks: Build relationships with financial advisers and generate new business opportunities.
- Company: Join a leading firm in intergenerational planning with a supportive culture.
- Benefits: Competitive salary, bonus, hybrid working, and wellness support.
- Why this job: Make a real impact while developing your career in a dynamic environment.
- Qualifications: Strong communication skills and a drive to meet targets.
- Other info: Enjoy untracked holiday and up to 6 months paid parental leave.
The predicted salary is between 36000 - 60000 £ per year.
About the role: We’re looking for a BDM to work within our Intergenerational Planning team within our retail Sales and Customer Team. The Intergenerational Planning team is an integral part of the Sales and Customer team. It offers a unique service to financial advisers, solicitors and executors of estates, supporting them and their clients through the estates and probate process and helping advisers maximise the benefits of taking on executors as clients. This supports our business objective to retain funds under management and provide industry leading service. The successful candidate will play a crucial part in retaining and generating new business within the regional sales and customer teams. This is a role that can lead to a broad range of opportunities for growth and development.
What will you be doing?
- Develop and maintain relationships with a network of financial advisers, identifying new business opportunities and focusing on lead generation.
- Working towards a quarterly target to retain assets under management where suitable for the customer.
- Providing a bespoke experience, tailoring your style to meet the needs of your customer.
- Completing outbound calls and managing multiple executor cases.
- Take ownership of key performance indicators (KPIs), consistently working to meet the business retention objectives.
- Conduct meetings to present our products, demonstrating how they can benefit both the adviser and beneficiaries.
- Maintain a well-organised pipeline, using data and insights to maintain detailed records.
- Work closely with internal and external sales managers in your region, to identify opportunities.
- Keep up to date with market regulations and product knowledge, using your knowledge to be influential where needed.
Qualifications
Ideally, you’ll have:
- Strong communication skills both verbal and written. You’re able to make the complex sound straightforward.
- High self-motivation, with a commitment to meeting KPIs and targets.
- High quality interpersonal skills which emanate honesty and integrity.
- A clear, concise and articulate communication style, with an ability to be influential when needed.
- Drive, ambition, and self-motivation.
Additional Information
What we offer:
- A competitive salary, bonus, pension and share incentive plan.
- Untracked holiday.
- Hybrid working – most of our people spend 50% of their time in the office.
- Anchor (our wellness hub) which includes Headspace, one to one coaching through Wellness Cloud, Digital GP, employee assistance program & more.
- Up to 6 months paid parental leave regardless of gender.
- Life insurance, critical illness cover and income protection.
- Private medical insurance for you and your family.
Intergenerational Planning Business Development Manager in London employer: Octopus Capital Ltd
Contact Detail:
Octopus Capital Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Intergenerational Planning Business Development Manager in London
✨Tip Number 1
Network like a pro! Get out there and connect with financial advisers and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships is key to uncovering new business opportunities.
✨Tip Number 2
Be proactive in your outreach. Make those outbound calls and follow up on leads consistently. Remember, persistence pays off! Tailor your approach to each adviser’s needs, showing them how our services can make their lives easier.
✨Tip Number 3
Stay organised! Keep a detailed pipeline of your leads and cases. Use data insights to track your progress and adjust your strategies as needed. This will help you meet those KPIs and targets we all love to hit!
✨Tip Number 4
Keep learning! Stay updated on market regulations and product knowledge. The more informed you are, the more influential you can be when presenting our products. And hey, don’t forget to apply through our website for the best chance at landing that role!
We think you need these skills to ace Intergenerational Planning Business Development Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Intergenerational Planning Business Development Manager. Highlight your experience in building relationships and generating leads, as these are key for us.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your communication skills and explain how you can help us retain and generate new business. Be clear and concise, just like we like it!
Showcase Your Achievements: Don’t just list your responsibilities; show us what you've achieved! Use specific examples of how you've met KPIs or targets in previous roles to demonstrate your drive and ambition.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on our radar quickly!
How to prepare for a job interview at Octopus Capital Ltd
✨Know Your Stuff
Make sure you’re well-versed in the intergenerational planning process and the services offered. Brush up on the latest market regulations and product knowledge so you can confidently discuss how these can benefit financial advisers and their clients.
✨Showcase Your Communication Skills
Since strong communication is key for this role, practice articulating complex ideas in a straightforward manner. Prepare examples of how you've successfully communicated with clients or colleagues in the past, highlighting your ability to tailor your style to different audiences.
✨Demonstrate Your Relationship-Building Skills
Be ready to discuss how you’ve developed and maintained relationships in previous roles. Think of specific instances where you identified new business opportunities or retained clients, as this will show your potential employer that you can do the same for them.
✨Prepare for KPI Discussions
Understand the importance of KPIs in this role and be prepared to talk about how you’ve met or exceeded targets in the past. Bring data or examples that illustrate your success in managing multiple cases and achieving business retention objectives.
