About this role
We are pleased to be working with an award winning SIPP provider and broader wealth management business who are seeking to further expand their business development team owing to further growth. Our client requires an Associate or Trainee Business Development Manager to support transitioning new business from the Business Development Executives to operational execution.
Responsibilities:
Receive new business cases from the Business Development Executives and manage the end-to-end conversion process. Communicate with clients and financial advisers to gather required documentation and clarify technical details. Assess the complexity of each case, identify potential issues, and liaise with internal technical and admin teams to resolve them. Experience:
Candidates will ideally have experience of SIPP or SSAS schemes either within a provider or from within an IFA environmentYou will have strong communication and client service skillsCandidates need to be highly organised and have a strong attention to detailConfident, proactive approach with the ability to engage with a wide range of stakeholders.
This is a great opportunity for someone looking to join an expanding business and who is wanting to develop their career within the business development space within the financial services sector.
In return our client is looking to offer a competitive basic salary depending on experience as well as an excellent company benefits package including enhanced pension, 26 days holiday (rising based on length of service) + bank holidays, full exam and study support etc.