Job Description
Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity.
We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
We are seeking a motivated and ambitious Business Development Associate to join our Business Development team. The Business Development team are responsible for growing our new to brand client growth across the UK via strategic client verticals (Entrepreneurs, C-Suite, High-earning professionals, Charities, Divorce & Personal Injury).
You will play a key role in supporting the Business Development team to deliver against the new business strategy, helping to drive growth, build introducer relationships, and contribute to strategic initiatives. Day-to-day activities include introducer and partner liaison, outreach and coordination, post event follow up, sales enablement, proposal preparation, and pipeline management.
This role is designed for individuals who are eager to learn, develop, and progress into a Business Development Manager position.
As a Business Development Associate your responsibilities will include among others:
- Market Research & Analysis: Conduct research on market trends, competitor offerings, and potential client segments to identify new opportunities
- Lead Generation: Help identify and qualify prospects through various channels, including networking, referrals, and digital platforms
- CRM Management: Maintain accurate records of prospect/introducer interactions, leads, and opportunities
- Event Coordination: Support the planning and execution of events, seminars, and webinars
- Reporting & Insights: Support with the reporting of business development activities, pipeline status, and key performance metrics
- Learning & Development: Engage in structured training programs to build knowledge of wealth management products, compliance requirements, and sales strategies
Qualifications
To be successful in this role, you should:
- Previous experience with relationship management is preferred but not essential
- Interest and passion for business development, building corporate networks and unlocking business growth through activity
- Excellent communication and interpersonal skills
- Highly organized with strong attention to detail
- Ability to work collaboratively in a team environment
Additional Information
As a colleague here at Evelyn Partners you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependent)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
- Fully funded training towards professional qualifications
- Cycle to work scheme
- Season ticket loan
- Eye care support
We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you’ll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We’re dedicated to creating a workplace where you can thrive and reach your full potential.
We are committed to providing reasonable adjustments throughout the application process. Please don’t hesitate to discuss your needs with your recruiter.
