At a Glance
- Tasks: Drive new business and support existing clients in the financial services sector.
- Company: Join a fast-growing fintech company on a mission to transform retirement planning.
- Benefits: Competitive salary, flexible working, 28 days holiday, and professional development support.
- Other info: Enjoy a remote-first culture with team members from over 13 countries.
- Why this job: Make a real impact in a dynamic environment while helping people secure their financial future.
- Qualifications: Sales experience in financial services and a target-driven mindset are essential.
The predicted salary is between 44100 - 53900 £ per year.
The Company
Timeline is a financial technology company on a mission to help millions of people plan, invest for, and enjoy retirement with confidence.
As a privately owned fast-growing fintech company providing Platform, MPS and financial planning solutions, we are well placed to disrupt the traditional financial services market.
Our technology cuts out unnecessary costs, inefficiencies and anxiety for financial advisers, while improving the long-term investment returns for their clients.
We are a remote-first company with team members in over 13 countries.
And given our diversity of thought, backgrounds and life experiences, we are constantly striving to celebrate individual uniqueness, while achieving our common mission.
As a scaling, high-growth company, developing and adapting are the norm.
If you’re after a dynamic company where you will make a real difference, then read on!
Role Responsibilities
The role of Business Development Manager is part of our Growth team, reporting into the Head of Sales.
The core focus of the role is to be responsible for a specific region, driving new business as well as supporting existing firms for both our portfolio and platform products.
Key responsibilities are
- Manage the end-to-end sales process for new clients as well as supporting existing customers
- Develop a strategic approach to increasing our presence in the region to ensure targets are achieved
- Run local events to target prospects and build relationships
- Provide sales and forecast reporting by product
- Become an expert on our Portfolios and Platform to build rich knowledge on how our product propositions can add value to Financial Adviser firms
- Ensure compliance with all appropriate regulations
- Support Business Development Consultants with advice and expertise
- Collaborate with your dedicated Adviser Success Manager to ensure a best-in-class service to existing clients, maximising inflow potential
- Role Requirements
Absolute must-haves
- Sales experience within the Financial Services industry, managing large corporate client accounts
- Target driven and results focused, with a proven record of achieving high-growth targets
- Commercially focused with a strategic mindset
- Strong market knowledge with the ability to identify new opportunities
- Expert negotiation and communication skills
- Analytical and detail-orientated
- Product-focused to ensure alignment with customer needs
- Committed to delivering an outstanding customer experience
- Effective collaboration skills working across the commercial function
Nice to-haves
- Experience working for a Fintech in the DFM space
- The Package
- Competitive salary, dependent on experience
- Non-contributory pension scheme
- 28 days holiday plus bank holidays
- Non-contractual bonus scheme
- Potential to join company option scheme
- Insurance plans
- Cost of relevant professional qualifications and memberships
- Hybrid working
- Flexible hours (depending on team requirements)
- Wellbeing support
- #J-18808-Ljbffr
Business Development Manager (Scotland-based) employer: Timelineapp Tech Limited
At Timelineapp Tech Limited, we pride ourselves on being an excellent employer that fosters a dynamic and inclusive work culture. Our hybrid working arrangements provide flexibility, while our commitment to employee growth ensures that you will have ample opportunities for professional development and career advancement in the rapidly evolving fintech sector. Join us to be part of a forward-thinking team that values innovation and collaboration, all within a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Business Development Manager (Scotland-based)
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We think you need these skills to ace Business Development Manager (Scotland-based)
Some tips for your application 🫡
Highlight Your Analytical Skills:In the business intelligence field, showcasing your analytical skills is a must. Make sure your CV includes relevant experience with data analysis tools, programming languages like SQL or Python, and any projects where you've interpreted complex data sets to drive business decisions.
Showcase Your Business Acumen:Don't just focus on data; show us how you can apply your insights to real-world business problems. Highlight projects where you made a tangible impact on company performance, and be prepared to explain your thought process in your cover letter.
Tailor Your Documents for Us:When applying for a full-time role at Timelineapp Tech Limited, tailor your CV and cover letter to reflect our organisational goals and strategies. Mention specific tools and methodologies that align with what we do—this shows you’ve done your homework and are genuinely interested in our mission!
Include Relevant Certifications:Certifications like Google Data Analytics or similar qualifications can really make you stand out in business intelligence. Include these in your application, as they demonstrate your commitment to the field and your willingness to stay current with industry standards.
How to prepare for a job interview at Timelineapp Tech Limited
✨Show off your analytical skills
In a business intelligence role, you're going to need to demonstrate your analytical prowess. Be prepared to discuss specific tools you've used, like SQL, Tableau, or Power BI. Have real-world examples ready where you’ve turned data into actionable insights – this is what makes us shine in interviews!
✨Practice your technical know-how
Expect some technical questions during the interview that dive deep into your understanding of data modelling and analytics frameworks. Brush up on your knowledge of data warehousing concepts and be ready to tackle any real case scenarios they might present. They’ll want to see how you approach problems using your BI toolkit.
✨Portfolio of Projects
Since it's a full-time role, having a strong portfolio is key! Compile case studies demonstrating your previous projects, preferably showing how your insights led to business improvements. This can help us display how you think through complex datasets and your problem-solving process, which is what employers are keen on seeing.
✨Know their business model
Get familiar with Timelineapp Tech Limited’s business model and recent data-driven decisions. Be prepared to discuss how your skills can specifically support their objectives or challenges. Understanding their landscape shows that you’re not just a data buff, but you’re also genuinely interested in how BI can impact their bottom line.