At a Glance
- Tasks: Engage with financial advisors through calls and meetings to build strong relationships.
- Company: Dynamic investment firm focused on exceptional service and support.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Exciting opportunity for growth in a fast-paced, supportive team.
- Why this job: Be the first point of contact and make a real impact in the finance sector.
- Qualifications: Proficiency in Microsoft Office and experience with CRM systems.
The predicted salary is between 30000 - 40000 £ per year.
As a Telephone Business Development Manager, you will be the first line of contact for financial advisors in the London area, supporting the field based Business Development Manager. This dynamic role involves both proactive outbound telephone and Teams calls, as well as responding to inbound queries via phone and email. Your primary objective will be to deepen and expand relationships with London financial advisors, enhancing the service and support we provide. You will play a key role in coordinating with the field-based BDM, including preparing for and booking meetings, to ensure the seamless delivery of our business development strategy.
Key Responsibilities:
- Act as the first point of contact for financial advisors in the London area
- Conduct proactive outbound calls and Teams meetings to develop relationships with advisors
- Handle inbound telephone and email queries promptly and professionally
- Collaborate with the field-based Business Development Manager to identify opportunities and provide support
- Prepare for and schedule meetings for the field-based BDM with London financial advisors
- Build and maintain accurate records of client interactions and activities in the account management database
- Assist in increasing the scope of relationships with financial advisors by providing exceptional service and tailored solutions
Key Technical Skills and Knowledge:
- Proficiency in Microsoft Excel and other Microsoft Office applications
- Experience working with an account management database or CRM system
Office based BDM - Investment Manager in London employer: Woods Foster
As a Business Development Associate at our company, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer comprehensive training, mentorship from experienced professionals, and opportunities to engage with a diverse range of investors, all while contributing to meaningful fundraising initiatives. Located in a vibrant area, our workplace fosters collaboration and innovation, making it an excellent choice for those seeking a rewarding career in financial services.
