Business Development Consultant - Investment Sales

Posted 7 March by Michael Page Marketing

A newly created Investment Sales role as part of a growing team.

Client Details

A leading business providing investment platforms and stockbroker services.


Key responsibilities:

  • Develop and manage a strategy to increase our adviser user base for the Managed Portfolio Service and passive fund range
  • Develop and manage a strategy to increase our penetration with existing firms in our in house investment platform, the Funds & Shares Service,
  • Proactive development of new productive relationships in conjunction with the regional Business Development Manager (BDM)
  • Manage regular schedule of updates to advisers on our funds and investment solutions, from bespoke pieces through to standardised monthly updates
  • Manage follow-ups to events that we host or present at with a view to gaining feedback or potential new business leads
  • Develop and maintain an efficient contact strategy with advisers
  • Co-ordinate use of 3rd party data systems, eg Financial Express and Touchstone to identify new business opportunities relevant to our investment solutions
  • Reviewing and updating data needed for the sales materials and performance reports.
  • Maintain adequate and relevant notes on all activity and key new business relationships
  • Take a keen interest and maintain good knowledge of product range
  • Be proactive in finding and alerting the investment sales team to potential sales opportunities
  • Client-centric attitude, being alert and reactive to customer inquiries and proactive in delivering results


Desired experience/skills:

  • A self-motivated, driven individual with clear passion and interest for sales
  • Strong analytical skills, experience working with data and a high degree of numeracy and expertise in Microsoft Excel and PowerPoint.
  • Experience of CRM systems such as Salesforce and software such as Financial Clarity and Financial Express would be advantageous.
  • Knowledge of investment platforms and the associated products available
  • Relevant experience in investment sales desirable along with relevant investment qualification
  • Level 4 qualified or desire to work towards this, supported by the business
  • Excellent customer service skills combined with a confident telephone manner
  • Positive attitude with an ability to hit the ground running.
  • Maintain high standards of professionalism at all times

Job Offer

Basic salary of £35,000 plus excellent benefits, including;

Package consists of:

  • Competitive bonus
  • 22 days holiday, increasing by 1 day for every holiday year worked to the max of 29 days (There is also the option to buy extra days)
  • DIS-3 times salary
  • 3% matched pension contribution
  • Reduced fees for PMI
  • Study support
  • Free access to on site gym

Reference: 34632877

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