At a Glance
- Tasks: Build relationships with financial advisers and generate new business opportunities.
- Company: Reputable organisation in the Financial Services sector with a dynamic team.
- Benefits: Career growth potential, supportive environment, and professional development opportunities.
- Other info: Opportunity to grow into a regional Business Development Manager role.
- Why this job: Join a proactive team and make a real impact in the financial services industry.
- Qualifications: 2+ years sales experience in Financial Services, preferably with IFAs or investment management.
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.
Business Development Consultant employer: RMK Talent Solutions
Join a reputable organisation that prioritises employee growth and development, offering a supportive environment for Business Development Consultants to thrive. With a strong focus on building relationships within the Financial Services sector, you will benefit from a dynamic work culture that encourages proactive engagement and collaboration. The company provides excellent opportunities for career advancement, particularly for those aspiring to transition into a full Business Development Manager role, all while being part of a team that values your contributions and fosters professional success.
StudySmarter Expert Advice🤫
We think this is how you could land Business Development Consultant
✨Tip Number 1
Network like a pro! Attend industry events and conferences to meet potential clients and build relationships. Don’t be shy – introduce yourself and share what you do; it’s all about making connections!
✨Tip Number 2
Follow up after meetings and events. A quick email or call can keep you top of mind for those financial advisers you’ve met. Show them you’re proactive and genuinely interested in working together.
✨Tip Number 3
Utilise social media to your advantage. LinkedIn is a goldmine for connecting with IFAs and sharing insights about investment products. Post regularly and engage with others to showcase your expertise.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are keen to join us directly!
We think you need these skills to ace Business Development Consultant
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 this role and how your skills align with the company’s goals. Be genuine and let your personality come through.
Showcase Your Relationship-Building Skills:Since this role is all about building strong relationships, make sure to include examples of how you've successfully engaged with clients or advisers in the past. We want to see your interpersonal skills in action!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to keep track of your application and ensure it gets the attention it deserves!
How to prepare for a job interview at RMK Talent Solutions
✨Know Your Financial Products
Make sure you have a solid understanding of the investment products and services offered by the company. 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’s through outbound outreach or attending industry events, 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 strategy.
