Business Development Associate - Elliott James

Business Development Associate

Investment Management | Sales & Business Development

An exciting opportunity to join a leading investment management business, supporting business development and building relationships with financial advisers and wealth managers.

Ideal for a confident, commercially minded individual looking to kick-start or develop a career in financial services, with excellent training and genuine opportunities for progression.

The Role

• Make outbound calls to build relationships and generate new business meetings.
• Support a Field Business Development Manager in developing regional sales opportunities.
• Build and strengthen relationships with financial advisers and wealth managers.
• Respond to adviser enquiries and deliver exceptional client service.
• Follow up meetings, develop sales leads and help convert opportunities into business.
• Maintain CRM records and support client meetings, conferences and industry events.

About You

• Confident communicator with strong telephone and relationship-building skills.
• Commercially minded, proactive and motivated to succeed.
• Highly organised, with excellent attention to detail.
• Strong written communication and IT skills.
• A team player who can also work independently.
• Keen to learn and build a career in investment management.
• Financial services experience is not essential — attitude, ambition and a willingness to learn matter most.

What's on Offer?

• Excellent training and development.
• Exposure to investment management and professional intermediary relationships.
• A supportive, collaborative team environment.
• Career progression and increased responsibility based on performance.