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For Companies At a Glance
- Tasks: Connect clients with financial professionals and manage high volumes of inquiries.
- Company: WealthWise Connect, a rapidly expanding firm in the UK Wealth Management sector.
- Benefits: Competitive salary, uncapped commission, vibrant office culture, and exciting team incentives.
- Other info: Join a dynamic team and enjoy fantastic perks while building a long-term career.
- Why this job: Kickstart your career in finance with exceptional earning potential and ongoing training.
- Qualifications: Strong communication skills and a self-starting attitude; no prior experience required.
The predicted salary is between 45000 - 65000 £ per year.
Location: Hull & East Yorkshire (HU3)
Salary: Competitive Basic Salary + Uncapped
Job Type: Full-time, Permanent
About WealthWise Connect
We are a rapidly expanding, forward-thinking organisation operating on a nationwide scale with offices in Hull and the City Of London. We specialise in providing a premier matching service, seamlessly connecting both private individuals and corporate clients with an expansive network of trusted, fully FCA-regulated independent financial professionals. Our innovative approach to digital marketing and social media advertising generates a vast, continuous stream of high-quality inbound inquiries.
We are currently expanding our dynamic Client Servicing Team at our modern Hull and East Yorkshire operational hub. We are seeking ambitious, resilient, and eager-to-learn Business Development Associates who are driven by uncapped earning potential and the desire to thrive in a high-energy, supportive corporate environment. Prior experience in the industry or in sales is not required but desirable - full initial and ongoing training is provided.
The Role
- Receiving and expertly managing warm inbound inquiries generated from our highly successful social media and digital advertising channels.
- Proactively executing a high volume of daily outbound calls to a meticulously provided pipeline of prospective leads.
- Utilising active listening and professional communication to understand client requirements and successfully set appointments with our network of Level 4 qualified Wealth Managers.
- Ensuring all inquiries are handled appropriately, compliantly, and recorded accurately utilising our internal CRM systems.
What We Offer (Compensation & Benefits)
- A competitive basic salary paired with a market-leading, highly competitive commission model.
- Realistic and achievable Year 1 On-Target Earnings (OTE) of £45,000 - £65,000.
- Unparalleled opportunities to learn, grow, and be promoted within a rapidly expanding, nationwide business.
- Comprehensive employer pension scheme, free on-site parking at our offices, and complimentary premium coffee and daily refreshments.
- Quarterly team bonuses and regular, high-end team-building incentives including dining at top Michelin-starred restaurants, high-octane track days, competitive clay pigeon shooting events, luxury spa recovery days, and attendance at premier sporting events.
The Ideal Candidate
- You are inherently driven, deeply motivated by success, and possess the psychological resilience to handle high-volume sales activities consistently.
- You are highly coachable, eager to absorb industry-leading compliance and sales training, and can adapt quickly to the fast-paced financial services sector.
- You possess a flawless telephone manner, the ability to build immediate rapport, and the confidence to guide conversations professionally and appropriately.
- You are looking for a platform to maximize your earning potential and build a serious, long-term career.
Key Skills Required
- Strong inter-personal skills in any industry and a willingness to learn.
- Competent with basic IT skills on M365 Products.
- Experience in inbound or outbound telephone calls.
- Understanding of basic CRM use.
- Self-starting and highly motivated attitude.
- Ability to thrive and work well within a team in a high-paced environment.
- Telesales experience in any industry.
- Knowledge of the financial markets and personal finance products (ISAs, Pensions, Bonds).
- Understanding of the UK tax system.
- Experience working within the wealth management/banking/financial planning sector.
Take the Next Step: If you have the drive, the resilience, and the ambition to succeed in a rapidly growing Wealth Management business with an uncapped financial ceiling, we want to hear from you. Apply now to join the WealthWise Connect team and take control of your financial future.
Business Development Associate employer: WealthWise Connect
Contact Detail:
WealthWise Connect Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Associate
✨Tip Number 1
Get to know the company inside out! Research WealthWise Connect, their values, and what makes them tick. This way, when you chat with them, you can show off your knowledge and enthusiasm for the role.
✨Tip Number 2
Practice your communication skills! Since you'll be the first point of contact, being able to engage and build rapport is key. Try role-playing with a friend or family member to get comfortable with different scenarios.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. This can give you insider tips and might even lead to a referral, which can boost your chances of landing that job.
✨Tip Number 4
Don't forget to follow up! After any interviews or networking chats, send a quick thank-you note. It shows your appreciation and keeps you fresh in their minds as they make their decisions.
We think you need these skills to ace Business Development Associate
Some tips for your application 🫡
Be Yourself: When writing your application, let your personality shine through! We want to see the real you, so don’t be afraid to show your enthusiasm for the role and the company.
Tailor Your Application: Make sure to customise your application to highlight how your skills and experiences align with what we’re looking for. Mention specific aspects of the job description that excite you!
Keep It Clear and Concise: We appreciate a straightforward approach. Keep your application clear and to the point, making it easy for us to see why you’d be a great fit for the Business Development Associate role.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This way, your application will go straight to us, and we can’t wait to read it!
How to prepare for a job interview at WealthWise Connect
✨Know Your Stuff
Before the interview, make sure you understand WealthWise Connect's business model and the role of a Business Development Associate. Familiarise yourself with their services and how they connect clients with financial professionals. This will show your genuine interest and help you answer questions more confidently.
✨Practice Makes Perfect
Rehearse common interview questions related to sales and communication skills. Think about scenarios where you've demonstrated resilience or a self-starting mentality, even if it's from previous jobs or experiences outside of work. This will help you articulate your strengths effectively during the interview.
✨Show Off Your Communication Skills
Since exceptional communication is key for this role, practice your telephone manner and active listening skills. During the interview, be sure to engage with the interviewer, ask questions, and demonstrate your ability to build rapport. This will highlight your suitability for managing client inquiries.
✨Be Ready to Learn
WealthWise Connect values a willingness to learn, so express your eagerness to absorb training and adapt to the fast-paced environment. Share examples of how you've successfully learned new skills in the past, and convey your excitement about the opportunities for growth within the company.