Business Development Associate

An exciting opportunity has arisen for a Business Development Associate to join a highly respected wealth management firm in London. This role offers the chance to become part of a regional team that is passionate about delivering exceptional investment services and financial planning advice to clients across the UK.

Business Development Associate

Salary: Competitive and based on experience

Location: London

An exciting opportunity has arisen for a Business Development Associate to join a highly respected wealth management firm in London. This role offers the chance to become part of a regional team that is passionate about delivering exceptional investment services and financial planning advice to clients across the UK. The organisation is renowned for its commitment to sustainability, responsible investing, and fostering an inclusive workplace where diversity is celebrated and high performance is rewarded. As a Business Development Associate, you will benefit from flexible working arrangements, with the ability to work from home two days per week, and be supported by a culture that values collaboration, knowledge-sharing, and ongoing professional growth. If you are looking for a fulfilling career where your interpersonal skills and dedication to client outcomes can truly make a difference, this could be the perfect next step for you.

• Join a leading wealth management firm recognised for its outstanding investment performance, client service, and commitment to responsible investing, offering you the chance to contribute to meaningful change within the sector.
• Enjoy flexible working opportunities with three days in the office and two days working from home each week, supporting your work-life balance while remaining connected with your team.
• Be part of an inclusive culture that values diversity, supports professional development through regular CPD, and rewards those who are committed to delivering excellent outcomes for clients.

What you'll do:

As a Business Development Associate based in London, you will play a pivotal role in driving the success of your regional team by engaging directly with financial advisers over the phone. Your day-to-day responsibilities will centre around building strong relationships with advisers both existing contacts and new prospects by providing them with insightful information about tailored solutions that meet their clients’ evolving needs. You will be instrumental in maintaining accurate records of all interactions using advanced CRM tools while leveraging data analytics to inform your approach. Working collaboratively with colleagues across various departments, you will help shape regional business plans that support broader organisational objectives. Your commitment to ongoing learning will see you regularly undertaking CPD activities to deepen your product knowledge. By supporting due diligence processes and ensuring all activities adhere to strict regulatory standards, you will help uphold the highest levels of integrity within every interaction. Success in this role will come from your ability to foster trust-based relationships, deliver consistent results against targets, share knowledge generously within your team environment, and always act in accordance with industry best practices.

• Initiate and maintain regular contact with both prospective and current advisers by telephone, ensuring consistent communication of key messages across the adviser population within your region.
• Develop and nurture long-term relationships with advisers, focusing on delivering high levels of satisfaction and retention through attentive support and understanding of their needs.
• Consistently achieve agreed sales targets and key performance indicators by effectively promoting products and services tailored to advisers’ requirements.
• Maintain accurate records of adviser interactions and sales activities using CRM systems such as Salesforce, ensuring all data is up-to-date and accessible for business reporting.
• Analyse internal and external data sources, including opportunity data, monthly sales figures, and activity statistics to inform your approach and support wider business objectives.
• Collaborate closely with regional teams and other stakeholders to create, maintain, and execute regional business plans that align with overall company goals.
• Develop a deep understanding of the organisation’s products and services by completing regular continuing professional development (CPD) activities and pursuing personal growth opportunities.
• Support the completion of adviser due diligence processes as well as new adviser agreements when required, ensuring all documentation meets regulatory standards.
• Liaise effectively with key stakeholders including Business Development Managers, Investment Management teams, Marketing, Operations, and third parties to ensure seamless delivery of services.
• Attend regular team meetings including monthly sales meetings and actively contribute insights while adhering strictly to all regulatory compliance requirements.

What you bring:

To excel as a Business Development Associate in this setting, you will bring hands-on experience from telephone-based sales roles where nurturing relationships was essential. Your background should include familiarity with wealth management or financial services sectors enabling you to understand both regulatory frameworks and complex product offerings. A willingness to continue developing professionally through further study or CPD is highly regarded here. You will have demonstrated proficiency using CRM platforms like Salesforce for managing client data efficiently. Your interpersonal strengths allow you to connect meaningfully with advisers from varied backgrounds while collaborating seamlessly across internal teams. Organisational skills are crucial; you must be able to juggle competing demands without sacrificing accuracy or compliance. Above all else, your approach should reflect empathy towards others’ perspectives coupled with an unwavering commitment to ethical behaviour ensuring every interaction builds trust both internally among colleagues and externally with clients.

• Proven experience in a telephone-based sales role within wealth management or financial services environments where relationship-building was central to success.
• Demonstrable understanding of regulatory requirements related to investments alongside comprehensive knowledge of financial products and services relevant to advisers’ needs.
• Willingness to pursue further qualifications such as the Investment Management Certificate or another relevant Level 4 qualification if not already achieved.
• Clear grasp of the sales process within target markets combined with awareness of current industry trends impacting wealth management professionals.
• Experience utilising CRM systems, ideally Salesforce, for tracking adviser engagement activities and supporting robust business reporting processes.
• Ability to engage empathetically with diverse groups including advisers, investment managers, product providers, and internal stakeholders through effective communication skills.
• Strong organisational abilities enabling you to manage multiple priorities simultaneously while maintaining meticulous attention to detail in record-keeping.
• Commitment to ongoing professional development demonstrated through participation in CPD activities or similar learning initiatives within previous roles.
• Collaborative mindset that thrives in environments where teamwork, knowledge-sharing, and mutual support are valued above individual achievement.
• Dedication to ethical conduct at all times by adhering strictly to regulatory guidelines governing client interactions within financial services.

What sets this company apart:

This organisation stands out as one of the UK’s most respected names in wealth management thanks not only to its impressive track record for investment performance but also its genuine commitment towards responsible investing. With ambitious sustainability goals including achieving Net Zero direct footprint by 2030—the company leads by example when it comes to environmental stewardship within financial services. Employees enjoy fulfilling careers supported by an inclusive culture that celebrates diversity at every level; everyone is encouraged regardless of background or identity. The guiding principles doing what’s right; staying connected; caring deeply; making a positive difference are more than just words: they shape daily life throughout the business. Flexible working arrangements promote healthy work-life balance while regular training ensures continuous personal growth. Collaboration isn’t just encouraged it’s expected making this an ideal environment for those who value teamwork as much as individual contribution. If you’re seeking somewhere that rewards dedication while supporting your journey towards greater expertise in wealth management then look no further than this forward-thinking employer.

What's next:

If you are ready to take the next step in your career journey within wealth management and want your efforts recognised within an inclusive team this is your moment!

Apply today by clicking on the link provided; don’t miss out on joining a supportive network where your talents can truly flourish.

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