Business Development Associate

Recruit UK is excited to announce an opportunity within a thriving Financial Planning firm who place great emphasis on creating tailored financial plans, while building sustainable, long lasting and positive relationships with their clients. They prioritise taking complex processes and making is simple and accessible to all - as well as being employee owned.

This firm are seeking an individual to help convert warm leads into appointments for Financial Advisers. This is an excellent opportunity for someone wanting to enter Financial Advice, utilising their past sales experience to convert leads into meetings. This role could lead into advice if you wanted, with the option to study towards your diploma absolutely on the table.

Key Responsibilities:

• Execute initial outreach efforts through email, followed by outbound calling to warm leads.
• Convert leads into scheduled appointments within financial advisers’ diaries.
• Collaborate closely with the team to refine outreach strategies and enhance lead conversion efficiency.
• Partake in training to acquire knowledge on the technical aspects of financial planning, with additional support provided for professional examinations.

Requirements:

• A proven track record in lead conversion and meeting scheduling.
• Experience in the financial services sector would be useful, though not mandatory.
• Excellent communication skills, both written and verbal.
• Ability to thrive in a fast-paced, collaborative environment.

Benefits:

• Base salary of £25,000 with scope to earn bonus (OTE £35,000 in Year 1)
• Once past probation, you will have access to the employee ownership bonus.
• Opportunities for career advancement, including transitioning into advisory roles.
• Comprehensive benefits package including 25 days holiday (plus Christmas closure), private health insurance, death in service benefits, and employee ownership perks.
• Commitment to long-term career progression within the company.

Are you ready to join a dynamic team and make a significant impact within the financial advisory field? If so, we encourage you to apply for this exciting opportunity to become a part of this growth story.

Title: Business Development Associate

Location: Chorley (Flexible/Hybrid Working Options Available)

Salary: £25,000 (Basic with OTE of £35,000) + Employee Ownership Bonus

REF: 8965