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- Tasks: Drive business growth by generating leads and building relationships in financial services.
- Company: Join a specialist accounting firm supporting investment managers across the UK and Jersey.
- Benefits: Enjoy a competitive salary, performance bonuses, hybrid work, and direct exposure to leadership.
- Why this job: Be at the forefront of expansion in key markets while developing your professional skills.
- Qualifications: 2 years in business development or sales; strong communication and relationship-building skills required.
- Other info: Opportunity for training in fund structures and operations, with travel for meetings.
The predicted salary is between 28800 - 48000 £ per year.
We are a growing, specialist accounting and fund administration support firm headquartered in Jersey. We support investment managers and fund administrators across the UK and Jersey with bespoke fund accounting, financial reporting, and operational services. With a team of professionals and deep technical expertise, we pride ourselves on delivering high-quality service with a partnership mindset.
As we expand our presence in key financial markets, we are seeking a Business Development Executive to help identify, engage, and convert new business opportunities.
This is a high-impact role for a commercially-minded individual with a passion for building relationships and driving business growth. You will be at the forefront of our expansion efforts in UK, Luxembourg, US and other key markets.
Key Responsibilities- Lead Generation & Outreach: Research and build a pipeline of qualified leads in the Financial services (e.g. Investment management, private equity, VC, credit, real estate funds, fund administrators etc). Conduct outreach via email, LinkedIn, phone, and networking to engage prospects. Manage and optimise CRM tools (salesforce) for lead tracking and reporting.
- Client Engagement & Conversion: Arrange and attend introductory meetings with potential clients. Present our services clearly, positioning us as a high-quality, long-term partner. Work with senior management and technical teams to develop and deliver tailored proposals. Follow up on leads and convert opportunities into active engagements.
- Relationship Management: Build long-term relationships with intermediaries, fund managers, consultants, and platforms. Attend and represent the firm at relevant industry events and conferences.
- Strategy & Collaboration: Share market feedback to shape service offerings and go-to-market approach. Collaborate closely with the team to ensure delivery capability and client alignment.
- Minimum 2 years of experience in business development, lead generation, sales, or client-facing roles in financial services or professional services.
- A strong communicator with the ability to build trust quickly.
- Confident working with senior stakeholders.
- Driven, self-motivated, and results-oriented.
- Familiarity with investment management or fund structures is highly desirable.
- Experience using CRM tools and managing sales pipelines is a plus.
- London-based, with willingness to travel for meetings and events.
- Competitive salary + performance-based bonus.
- Direct exposure to firm leadership and influence on business direction.
- Training and mentoring in fund structures, operations, and accounting.
- Hybrid working model and flexibility.
Business Development Executive employer: Project Accountants Ltd
Contact Detail:
Project Accountants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Executive
✨Tip Number 1
Familiarise yourself with the financial services sector, especially investment management and fund structures. Understanding the nuances of these areas will help you engage more effectively with potential clients and demonstrate your expertise during conversations.
✨Tip Number 2
Leverage LinkedIn to connect with industry professionals and join relevant groups. Engaging in discussions and sharing insights can help you build a network that may lead to valuable connections and opportunities within the financial services space.
✨Tip Number 3
Attend industry events and conferences to meet potential clients and partners face-to-face. Networking in person can create lasting impressions and open doors for future business development opportunities.
✨Tip Number 4
Practice your pitch! Being able to clearly articulate how our services can benefit potential clients is crucial. Tailor your approach based on the specific needs of each prospect to position us as their ideal partner.
We think you need these skills to ace Business Development Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in business development, lead generation, and client engagement within the financial services sector. Use specific examples to demonstrate your achievements and skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for business development and your understanding of the financial services industry. Mention how your previous experiences have prepared you for this role and why you want to work with this particular firm.
Highlight Relationship Management Skills: In your application, emphasise your ability to build long-term relationships with clients and stakeholders. Provide examples of how you've successfully engaged with clients or managed relationships in past roles.
Showcase Your Communication Skills: Since strong communication is key for this role, ensure your application reflects your ability to convey ideas clearly and effectively. Use concise language and a professional tone throughout your CV and cover letter.
How to prepare for a job interview at Project Accountants Ltd
✨Research the Company
Before the interview, take some time to understand the company's services and its position in the financial services sector. Familiarise yourself with their client base and recent developments to show your genuine interest.
✨Prepare for Relationship Building Questions
Since the role focuses on building long-term relationships, be ready to discuss your past experiences in relationship management. Think of specific examples where you successfully engaged clients or stakeholders.
✨Demonstrate Your Sales Acumen
Be prepared to talk about your experience in lead generation and sales. Highlight any successful strategies you've implemented in previous roles, especially those relevant to financial services.
✨Showcase Your Communication Skills
As a Business Development Executive, strong communication is key. Practice articulating your thoughts clearly and confidently, and be ready to present how you would position the company as a high-quality partner to potential clients.
