At a Glance
- Tasks: Build relationships and generate new business opportunities in financial services.
- Company: Reputable organisation with a dynamic team culture.
- Benefits: Career growth, supportive environment, and professional development opportunities.
- Other info: Great opportunity to advance into a Business Development Manager role.
- Why this job: Join a forward-thinking team and make an impact in financial services.
- Qualifications: 2+ years in sales within Financial Services, preferably with IFAs.
The predicted salary is between 35000 - 45000 € per year.
We are partnering with a reputable organisation seeking a proactive and driven Business Development Consultant (BDC) to join their dynamic team. This role is tailored for individuals with a background in Financial Services, specifically those experienced in working with Independent Financial Advisers (IFAs), investment management, and intermediaries.
As a key point of contact, you will focus on building strong relationships and generating new business opportunities through proactive outbound outreach, client meetings, and strategic engagement.
Responsibilities- Engage and develop relationships with financial advisers to promote the company's investment products and services.
- Maintain and implement an effective contact strategy with IFAs throughout the sales cycle.
- Identify and prioritise target firms in collaboration with the team, ensuring alignment with sales objectives.
- Consistently meet activity, KPI, and sales targets aligned with business goals.
- Develop a comprehensive understanding of the company’s investment offerings and market positioning.
- Provide excellent client service through proactive follow-up of event leads and marketing campaigns.
- Attend industry events, conferences, and client meetings—virtually and in person—to support business development efforts.
- Partner with internal teams and external advisers to share best practices and optimise campaign strategies.
- Maintain accurate and up-to-date notes and records within the CRM, documenting activity and developing key relationships.
- Assist the Head of Sales with client meetings and field-based support as required.
- Plan and conduct 1:1 meetings with clients, fostering trust and creating new sales opportunities.
- Minimum of 2 years’ sales experience within Financial Services, preferably with IFAs or investment management firms.
- Experience working with financial advisers and a good understanding of investment products (MPS or Multi Asset preferred).
- Strong communication and interpersonal skills, capable of building professional B2B relationships.
- Motivated, positive, and proactive attitude with a focus on achieving results.
- Excellent organisational and time management skills, with the ability to prioritise effectively.
- Analytical mindset with critical thinking ability.
- Aspiring to develop into a full BDM role with a clear understanding of sales strategies and client management.
This position could suit an experienced Account Manager or Business Development Consultant, equally can offer an excellent opportunity to grow your career into a regional Business Development Manager over the coming years through a supportive environment that values your professional development. If you are ready to take the next step in your sales and investment career, we would love to hear from you. Apply now to join a forward-thinking team dedicated to excellence in financial services and business development.
Business Development Consultant in Liverpool employer: RMK Talent Solutions - 0131 220 9041
Join a forward-thinking organisation that prioritises professional development and offers a supportive environment for growth. As a Business Development Consultant, you will thrive in a dynamic team culture that values proactive engagement and relationship building within the Financial Services sector. With opportunities to advance into a regional Business Development Manager role, this company is committed to your success and offers a rewarding career path in a vibrant location.
Contact Detail:
RMK Talent Solutions - 0131 220 9041 Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Business Development Consultant in Liverpool
✨Tip Number 1
Network like a pro! Attend industry events and conferences to meet potential clients and other professionals. Don’t just collect business cards; engage in meaningful conversations that can lead to future opportunities.
✨Tip Number 2
Follow up, follow up, follow up! After meeting someone, send a quick email or message to thank them for their time and reiterate your interest in collaborating. This keeps you on their radar and shows your proactive attitude.
✨Tip Number 3
Leverage social media, especially LinkedIn! Share insights about the financial services industry, engage with posts from IFAs, and connect with potential leads. It’s a great way to showcase your expertise and build relationships.
✨Tip Number 4
Don’t forget to apply through our website! We’re always looking for driven individuals like you to join our team. Plus, it’s a straightforward way to ensure your application gets the attention it deserves.
We think you need these skills to ace Business Development Consultant in Liverpool
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Business Development Consultant. Highlight your experience with IFAs and investment management, and don’t forget to showcase your sales achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial services and how your proactive approach can benefit our team. Keep it engaging and personal.
Showcase Your Communication Skills:Since this role involves building relationships, make sure your written application reflects your strong communication skills. Be clear, concise, and professional in your language.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss any important updates from us!
How to prepare for a job interview at RMK Talent Solutions - 0131 220 9041
✨Know Your Financial Products
Make sure you have a solid understanding of the investment products and services the company offers. Brush up on MPS and Multi Asset strategies, as this knowledge will help you engage effectively with financial advisers during the interview.
✨Showcase Your Relationship-Building Skills
Prepare examples of how you've successfully built relationships with IFAs or other financial professionals in the past. Highlight your communication skills and how you've maintained those connections to drive business results.
✨Demonstrate Your Proactivity
Be ready to discuss specific instances where you've taken the initiative to generate new business opportunities. Whether it was through outreach, attending events, or following up on leads, showing your proactive nature will resonate well with the interviewers.
✨Align with Their Sales Objectives
Research the company's sales goals and be prepared to discuss how your experience aligns with their objectives. This shows that you're not only interested in the role but also understand the bigger picture of their business development strategy.
