Business Development Executive 12 Month FTC

TrinityBridge is looking to recruit a Business Development Executive to help support business development activities in the professional intermediary market and with private clients. The specific segments of the intermediary market include investment consultants, law firms, accountants and trustees (both onshore and offshore) as well as other businesses that have similar target clients to those of TrinityBridge. The role is primarily focused on driving new business into the Bespoke Investment Management teams at TrinityBridge, as well as the Advice business, but may span our wider investment range. This position will be predominantly home-based with some travel required to our offices and events.

Key Responsibilities

• Helping the Head of Business Development – Bespoke Investment Management (HBD) to deliver the Business Development team’s objectives and targets.
• Supporting the HBD on the development and growth of productive, business generating relationships in the target market.
• Help the HBD drive the ongoing contact strategy within the target market, including the distribution of TrinityBridge communications and attending events to support awareness of the brand and proposition.
• Alongside the HBD, oversee and develop the preparation of TrinityBridge’s investment and Advice teams for presentations and pitches.
• Identify and implement business development initiatives and added value services that can be delivered by the Business Development team to achieve the team’s objectives and targets.
• Be able to convincingly articulate TrinityBridge’s investment and advice proposition to the target market, demonstrating clear and comprehensive understanding of wealth management.
• Help to raise TrinityBridge’s brand profile and reputation in its target market and act as an ambassador to lead this effort.
• Build strong and trusted relationships between the Business Development team and the TrinityBridge investment management and Advice teams nationally.
• Build strong and trusted relationships with other business areas including, but not limited to, the Investment Specialists team; Marketing; Finance; Compliance and Risk.
• Work with the Marketing team to develop and maintain suitable slides and collateral for promoting the TrinityBridge proposition within the target market.
• Use and develop monitoring systems and controls in place to ensure ongoing, accurate and comprehensive management information for reporting.

Regulatory responsibilities

• Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
• Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business.
• Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.
• As a Certified Person under SMCR, you must accept responsibility and demonstrate an understanding for the regulatory aspects and framework of the FCA certification function(s) that you perform, and ensure you meet and abide by the rules of the FCA’s fit and proper test, and comply with the FCA’s Conduct Rules.
• Additionally, you must ensure your compliance with all internal policies, procedures and standards.

About you – Qualifications, skills and strengths

• 2-5 years’ experience in a similar position.
• Possess a strong working knowledge of investment consultants as well as trust companies (onshore and offshore), law firms and accountants.
• Have a strong network of established intermediary relationships and a proven track record of developing and nurturing new intermediary relationships.
• Strong organizational and presentational skills.
• Strong team player and collaboration skills.
• Excellent communication and interpersonal skills.
• High energy with good initiative and problem solving skills.
• High levels of integrity and professionalism.

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role. To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee.

The Company: At TrinityBridge we are all connected by our mission to be leading UK Wealth Manager, growing trusted client relationships that last for generations. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive. We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at TalentAcquisition@trinitybridge.com.

Equal Opportunities

As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not limited to gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.