Business Development Consultant
Business Development Consultant
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Job Description
Job Description
At Aberdeen our ambition is to be the UKs leading Wealth & Investments group.
Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industrys best talent.
Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients customers colleagues shareholders and society.
We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service supported by leading technology and talent.
Aberdeen comprises three businesses interactive investor (ii) Investments and Adviser each of which focuses on meeting and adapting to our clients evolving needs:
interactive investor the UKs second largest directtoconsumer investment platform enables individuals in the UK to plan save and invest in the way that works for them.
Our Adviser business provides financial planning solutions and technology for UK financial advisers enabling them to create value for their customers.
Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market through either public markets or alternative asset classes.
About the Department
The Sales function is responsible for new business and revenue generation supporting customers in finding products solutions and services that best meet their needs. The Intermediary area sells the firms products and services through nonaffiliated or thirdparty intermediaries who in turn sell these products to individuals. The Model Portfolio Sales focus specializes in selling the firms model portfolio capabilities to both existing distribution partners and newer financial technology or digital wealth providers.
About the Role
You will play a key role in the identification and qualification of growth opportunities and supporting the pitch process optimising the pre and postsale client experience to drive delivery of commercial targets. You will provide marketleading pre and postsales collaboration with the UK Adviser Sales teams and clients by working in partnership with Sales colleagues and other key internal relationships across the Group.
Key Responsibilities
Support the Sales team in the attainment of inflow and net flow targets playing a critical role in driving quality leads.
Manage team panel of firms looking for all opportunities to partner with the firm on platforms.
Research analyse and prepare proposition analysis/pitch material within agreed timescales using appropriate material and agreed criteria.
Maintain key databases ensuring accurate updating of Salesforce and other CRM systems as appropriate to hold uptodate client account intelligence insight and contact details from factfind conversations with clients.
Achieve required industry activity standards and complete call coaching assessments to maintain focus on colleague and client experience and quality of delivery.
Provide appropriate proactive and forward support on all trading campaigns event followup and local initiatives to help convert opportunities achieve key targets and drive revenue.
Build and strengthen relationships with both internal and external networks and contacts.
Analyse information gained from advisers and clients alongside internal data & MI to produce highquality accurate internal reports presenting information clearly with recommendations to influence future activity in Sales.
Review qualify and share lead opportunities to wider Sales colleagues within agreed thresholds and in line with prescribed targets.
About the Candidate
The ideal candidate will possess the following:
Experience working in a fastpaced Sales environment including lead generation and conversion whilst managing multiple priorities and variable targets.
Demonstrate an accurate and uptodate market and industry knowledge to ensure credibility when engaging with advisers.
Good understanding of client agency setups and relationships to ensure appropriate messaging and targeting.
Confidently work with data and maintain critical systems such as Salesforce to agreed quality standards.
Ability to work on own initiative and unsupervised identifying and qualifying new opportunities.
Achieved RO1 qualification and/or working towards diploma
We are a Disability Confident Committed employer and are happy to provide adjustments to the recruitment process to support candidates.
Our benefits
Theres more to working life than coming home with a good salary. We have an environment where you can learn get involved and be supported.
When you join us your reward will be one of the best around. This includes 40 days annual leave a 16 employer pension contribution a discretionary performancebased bonus (where applicable) private healthcare and a range of flexible benefits including gym discounts season ticket loans and access to an employee discount portal. You can read more about our benefitshere.
Our business
Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas our vectors of growth focused on our clients changing needs. You can find out more about what we dohere.
An inclusive way of working
Whatever way you like to work if you have the talent and commitment to join our team wed like to hear from you.
At Aberdeen weve adopted a blended working approach. This approach combines the benefits of facetoface collaboration coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles their teams our clients and our business.
Were committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense this includes but is not limited to our diversity of educational and professional backgrounds experience cognitive and neurodiversity age gender gender identity sexual orientation disability religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy fairness and transparency and welcomes enquiries from everyone.
If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.
Required Experience:
Contract
Employment Type
Full-Time
