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- 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.
- 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.
- Other info: Opportunity to grow into a Business Development Manager role.
The predicted salary is between 40000 - 50000 £ 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 in Cardiff employer: RMK Talent Solutions
Contact Detail:
RMK Talent Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Consultant in Cardiff
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Building relationships is key, especially when you're looking to land a role like a Business Development Consultant.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience with IFAs and investment products. Share specific examples of how you've successfully built relationships and generated business opportunities in the past. We want to see that you can bring value to the team!
✨Follow Up Like a Boss
After any meeting or networking event, send a quick follow-up message. Thank them for their time and reiterate your interest in the role. This shows your proactive attitude and keeps you fresh in their minds. Trust us, it makes a difference!
✨Utilise Our Website
Don’t forget to check out our website for job openings and resources tailored to help you succeed. Applying through our platform not only gives you access to exclusive roles but also connects you with a community that’s all about growth and development in the financial services sector.
We think you need these skills to ace Business Development Consultant in Cardiff
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 receive your application and get to know you better!
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 the company offers. Brush up on your knowledge of MPS and Multi Asset strategies, as this will help you answer questions confidently and demonstrate your expertise during the interview.
✨Build Rapport with Interviewers
Since this role is all about relationship building, practice your interpersonal skills before the interview. Engage with your interviewers by asking insightful questions about their experiences and the company's approach to working with IFAs. This shows you're genuinely interested and can help establish a connection.
✨Prepare for Scenario-Based Questions
Expect to be asked how you would handle specific situations related to business development and client engagement. Think of examples from your past experience where you've successfully built relationships or met sales targets, and be ready to discuss these in detail.
✨Show Your Proactive Attitude
Demonstrate your motivation and proactive nature throughout the interview. Share instances where you've taken the initiative to generate leads or improve processes. This will align well with the company's expectations for a driven Business Development Consultant.