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For Companies 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 hours, hybrid working, and wellbeing support.
- Other info: Opportunity for career growth and to work with a diverse, remote-first team.
- Why this job: Make a real impact in a dynamic environment while achieving high-growth targets.
- Qualifications: Sales experience in financial services and strong negotiation skills required.
The predicted salary is between 50000 - 65000 ÂŁ 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. 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
- 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.
Business Development Manager (South-East Region) employer: Timelineapp Tech Limited
Contact Detail:
Timelineapp Tech Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Manager (South-East Region)
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend local events, webinars, or even online meetups to build relationships and showcase your expertise. Remember, it’s all about who you know!
✨Tip Number 2
Be prepared for those interviews! Research the company inside out, especially their products and market position. Tailor your pitch to show how your experience aligns with their mission and how you can drive growth in the South-East region.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. Use this opportunity to reiterate your enthusiasm for the role and highlight any key points from your conversation that demonstrate your fit for the Business Development Manager position.
✨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 proactive and engaged with our mission to disrupt the financial services market.
We think you need these skills to ace Business Development Manager (South-East Region)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Business Development Manager. Highlight your sales experience in the Financial Services industry and any achievements that showcase your target-driven mindset.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for our team. Share specific examples of how you've driven growth in previous roles and how you can bring that expertise to our company.
Showcase Your Knowledge: Demonstrate your understanding of the fintech landscape and our products. Mention any relevant experience with portfolios and platforms, and how you can leverage that knowledge to add value to our clients.
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 you on the path to joining our dynamic team!
How to prepare for a job interview at Timelineapp Tech Limited
✨Know Your Stuff
Make sure you have a solid understanding of the financial services industry, especially in relation to fintech. Familiarise yourself with the company's products and how they can benefit financial advisers. This will show that you're not just interested in the role, but also in how you can contribute to their mission.
✨Showcase Your Sales Skills
Prepare specific examples from your past experiences where you've successfully managed large corporate accounts or achieved high-growth targets. Use the STAR method (Situation, Task, Action, Result) to structure your answers, making it easy for the interviewer to see your impact.
✨Be Strategic
Demonstrate your strategic mindset by discussing how you would approach increasing the company's presence in the South-East region. Think about local events you could run or partnerships you could explore, and be ready to share your ideas during the interview.
✨Emphasise Collaboration
Since this role involves working closely with various teams, highlight your collaboration skills. Share examples of how you've worked effectively with others in the past, particularly in sales or customer service contexts, to ensure a best-in-class experience for clients.