Business Development Coordinator
Business Development Coordinator
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Job Description
Job Purpose
To provide support and coordination to the Business Development (BD) team. The role holder will work as part of a dedicated Sales Support team which is integral to Business Development delivering excellent service. Activities are varied and focus around delivering high quality service to our clients including introducers and IFAs to ensure the smooth running of the BD teams UK IFA International IFA and Professional Connections.
Qualifications :
Key Responsibilities
- Preparing and updating BD marketing collateral including but not limited to factsheets presentations proposals within strict deadlines and coordinating within the team to cover delivery during periods of absence
- Manage and update the IFA distribution list
- Updating the BD intranet website pages and CRM systems
- Creating and updating new client PowerPoint presentations/documents as and when required
- Diary management coordination of appointments and meetings for the BD Team Heads
- Organising events and seminars and attending and assisting with the hosting of events
Skills Experience & Qualifications
- A strong ethic of client/customer service Required
- Propensity to work well within teams collaborating with colleagues to ensure best outcomes for internal and external clients Required
- Strong interpersonal skills Required
- Excellent attention to detail and able to manage time effectively Required
- Effective communicator both verbally and in writing Required
- Knowledge of Microsoft office packages primarily Word Excel and PowerPoint Required
Professional Qualifications and Education
- Desirable to have a relevant qualification
- Previous experience in the financial services industry preferable Preferred
Additional Information :
Key Competencies
- Proactive and enthusiastic
- Puts the client first and focuses on delivering the right solutions
- Demonstrated the Evelyn Partners values
- Delivers excellent service
- Confident
- Highly organised
- Trustworthy
- Integrity
- Sound Judgement
- Teamwork
- Embracing Change
- Communication
Remote Work :
No
Employment Type :
Contract
Employment Type
Contract
