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- Tasks: Source new clients and arrange appointments through proactive outreach and networking.
- Company: Rapidly expanding boutique wealth advisory firm with a focus on high-net-worth clients.
- Benefits: Competitive salary, commission opportunities, and full training provided.
- Other info: Fast-paced environment with excellent career progression and earning potential.
- Why this job: Join a dynamic team and build a rewarding career in financial services.
- Qualifications: Sales experience and a strong interest in financial services are essential.
The predicted salary is between 40000 - 50000 £ per year.
Company Description
Our client is a rapidly expanding boutique wealth advisory firm specialising in tailored wealth management strategies for high-net-worth and internationally mobile clients. They differentiate themselves by combining traditional financial planning with access to exclusive private market and alternative investment opportunities typically reserved for institutional investors, private banks, and family offices.
About the Opportunity:
The firm is currently seeking Appointment Makers, Business Development Managers (BDMs), Business Development Associates (BDAs), and Associate Assistants with Private Equity experience ideally to support their in-house financial advisers. This role is ideal for individuals with experience in client-facing, telesales, or appointment-setting positions, particularly within offshore financial services such as financial planning, investments, or insurance. You will work closely with a team of Financial Advisers, playing a key role in generating qualified appointments through proactive outreach, networking, and targeted research.
Job Description
Key Responsibilities- Source new prospects through social media platforms, including LinkedIn
- Contact prospective clients via telephone to introduce services and arrange appointments
- Respond promptly and effectively to company-provided leads
- Manage and nurture leads throughout the sales process
- Coordinate calendars and schedules to arrange meetings at suitable times
- Maintain relationships with prospects from initial contact through to appointment
- Liaise with third parties involved in the sales process, including pension administrators, trustees, and insurance providers
- Meet and exceed KPI targets and performance metrics
- Strong interest in building a career in financial services
- Willingness to learn and progress toward Level 4 financial qualifications
- High-quality, professional communication skills
- Target-driven mindset with a focus on success
- Self-motivated and proactive approach
- Desire to be part of a reputable and growing firm
Exposure to Diverse Investment Areas
You will gain exposure to a wide range of financial and investment areas, including:
- Private equity and venture capital
- Financial planning
- Quantitative strategies and foreign exchange (FX)
- Litigation funding
- Cryptocurrency and blockchain
- Alternative investments such as luxury assets and commodities
- Insurance solutions
Competitive basic salary. Commission on all business generated by your assigned Financial Adviser. High earning potential for top performers.
Further InformationFull training provided for candidates with the right attitude and potential. Fast-paced, performance-driven environment with strong career progression opportunities. Ideal for individuals with proven sales ability and an entrepreneurial mindset. Fluency in English is essential.
This is a client-facing, target-driven role focused on relationship building, business development, and achieving agreed performance goals. It is particularly suited to individuals looking to establish a long-term career in financial services and wealth management. Applicants should be comfortable working in a results-oriented environment and motivated by career growth and earning potential.
Business Development Manager - Financial Services in London employer: Prestige IFA Jobs
Contact Detail:
Prestige IFA Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Manager - Financial Services in London
✨Tip Number 1
Get your networking game on! Connect with industry professionals on LinkedIn and engage in conversations. It’s all about building relationships, so don’t be shy to reach out and ask for advice or insights.
✨Tip Number 2
Practice your pitch! You’ll need to introduce the services confidently over the phone. Role-play with a friend or in front of a mirror until you feel comfortable and natural.
✨Tip Number 3
Stay organised! Use a calendar app to manage your appointments and follow-ups. Keeping track of your leads and meetings will help you stay on top of your game and exceed those KPIs.
✨Tip Number 4
Don’t forget to apply through our website! We’re always looking for passionate individuals ready to dive into the financial services world. Your next big opportunity could be just a click away!
We think you need these skills to ace Business Development Manager - Financial Services in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Business Development Manager in financial services. Highlight your relevant experience, especially in client-facing roles and any exposure to private equity or alternative investments.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for financial services and how your skills align with the company's goals. Don’t forget to mention your target-driven mindset and willingness to learn.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application reflects your high-quality communication skills. Keep it professional yet engaging, showing that you can connect with clients effectively.
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 ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Prestige IFA Jobs
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial services, especially in areas like private equity and alternative investments. Being able to discuss these topics confidently will show that you're genuinely interested in the role and understand the industry.
✨Master the Art of Communication
Since this role is client-facing, practice your communication skills. Prepare to articulate how you can effectively engage with clients and manage relationships. Role-play common scenarios with a friend to get comfortable with your pitch.
✨Showcase Your Sales Experience
Be ready to share specific examples from your past roles where you've successfully generated leads or closed deals. Highlight your target-driven mindset and any KPIs you've met or exceeded to demonstrate your sales ability.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about the firm's approach to wealth management and their expectations for the role. This not only shows your interest but also helps you gauge if the company is the right fit for you.