AvivaPosted 1 month ago

Business Development Associate - UK Advisory (Wealth)

AvivaPosted 1 month ago

On-siteLondon, England, United Kingdom

London, England, United KingdomOn-siteContractEntry LevelEnterprise

ContractEntry LevelEnterprise

Job Summary

Build and maintain relationships with adviser and intermediary firms to drive new business opportunities and grow assets under management in the North, Scotland, and Ireland regions. Support lead generation through client research, fact-finding, and coordination of responses to enquiries while acting as a liaison between Sales and wider business teams. Host client meetings, progress opportunities through the pipeline, and maintain accurate CRM records to ensure up-to-date activity and revenue forecasts. Assist with creating presentations, sales materials, and targeted marketing campaigns, while monitoring prospective client activity and providing regular insights to the sales team.

Required Qualifications

Contractual location will be London
Certified under the Financial Conduct Authority / Prudential Regulation Authority's Senior Managers and Certification Regime (SMCR)
Ability to complete regulatory background checks
Ability to answer questions on an annual basis to remain 'fit and proper' and competent

Desired Qualifications

Experience in the UK IFA/Wholesale market
Experience building and taking ownership of client banks
Experience developing strong partnerships with adviser firms
Experience driving increased adoption of multi-asset investment solutions
Experience engaging with key decision-makers
Experience positioning tailored, solutions-led propositions
Experience growing assets under management
Experience uncovering new business opportunities
Experience strengthening existing relationships through consistent, high-quality client engagement
Experience conducting one-to-one meetings
Experience attending industry events
Experience fostering a positive market perception
Experience enhancing reputation within the adviser community
Experience working closely with Investments, Marketing, and Sales colleagues
Experience maintaining accurate and up-to-date systems and client records
Experience providing client insights and perspectives
Experience contributing to the development of propositions and sales strategy
Experience building strong relationships with tier 1, 2 and 3 IFA/intermediary firms
Experience driving client engagement
Experience supporting business development activity
Experience ensuring propositions are clearly positioned in the market
Experience supporting the delivery of regional new business and AUM growth targets
Experience conducting client research
Experience conducting fact-finding
Experience using LinkedIn
Experience using Fundpath
Experience coordinating responses to client enquiries
Experience acting as a liaison between Sales and wider business teams
Experience hosting client meetings
Experience supporting follow-up activity
Experience progressing opportunities through the pipeline
Experience maintaining accurate CRM records
Experience ensuring client activity, pipeline and revenue forecasts are up to date
Experience assisting with the creation of presentations
Experience assisting with the creation of sales materials
Experience assisting with the creation of targeted marketing campaigns
Experience supporting the planning and delivery of client events
Experience conducting post-event engagement
Experience conducting reporting
Experience monitoring prospective client activity
Experience providing regular updates and insights to the sales team
Experience working in a fast-evolving market
Experience supporting the North, Scotland, and Ireland regions
Experience working with the UK Wealth team
Experience delivering net new sales
Experience identifying and initiating new client relationships
Experience broadening and deepening engagement with existing adviser firms
Experience driving growth across the UK IFA/Wholesale market
Experience delivering a seamless, market-leading client experience
Experience working in a highly collaborative team
Experience supporting the broader sales function
Experience providing valuable client insights and perspectives to inform internal discussions
Experience contributing to the ongoing development of our propositions and sales strategy
Experience delivering outcomes that truly matter
Experience working together and acting responsibly
Experience understanding what clients want to achieve
Experience designing solutions that last
Experience strengthening every portfolio with diverse perspectives and integrated thinking
Experience reflecting a commitment to doing the right thing for clients and communities alike
Experience creating an exceptional client experience
Experience making a real difference
Experience taking responsibility seriously
Experience playing a part in creating an exceptional client experience
Experience working with the scale and influence to make a real difference
Experience taking responsibility for clients and communities alike
Experience being driven
Experience being relationship-focused
Experience helping drive growth
Experience supporting the delivery of regional new business and AUM growth targets
Experience building strong relationships with tier 1, 2 and 3 IFA/intermediary firms
Experience identifying opportunities to grow our presence across the region
Experience working closely with colleagues across Sales, Investments and Marketing
Experience helping drive client engagement
Experience supporting business development activity
Experience ensuring our proposition is clearly positioned in the market
Experience building trusted relationships across regions
Experience showcasing what sets us apart
Experience powering growth
Experience delivering a seamless, market-leading client experience
Experience working in an inclusive, supportive environment
Experience having your contribution valued
Experience having high performance recognised
Experience being empowered to shape your development
Experience being part of a highly collaborative team
Experience working closely with Investments, Marketing, and wider Sales colleagues
Experience delivering a seamless, market-leading client experience
Experience supporting the broader sales function
Experience maintaining accurate and up-to-date systems and client records
Experience providing valuable client insights and perspectives
Experience informing internal discussions
Experience contributing to the ongoing development of our propositions and sales strategy
Experience building strong relationships with adviser and intermediary firms
Experience driving new business opportunities
Experience supporting lead generation through client research
Experience supporting lead generation through fact-finding
Experience supporting lead generation through the use of tools such as LinkedIn and Fundpath
Experience coordinating responses to client enquiries
Experience acting as a liaison between Sales and wider business teams
Experience hosting client meetings
Experience supporting follow-up activity
Experience progressing opportunities through the pipeline
Experience maintaining accurate CRM records
Experience ensuring client activity, pipeline and revenue forecasts are up to date
Experience assisting with the creation of presentations
Experience assisting with the creation of sales materials
Experience assisting with the creation of targeted marketing campaigns
Experience supporting the planning and delivery of client events
Experience supporting post-event engagement
Experience supporting reporting
Experience monitoring prospective client activity
Experience providing regular updates and insights to the sales team
Experience working in a fast-evolving market
Experience engaging with key decision-makers
Experience positioning tailored, solutions-led propositions
Experience aligning with client needs and business objectives
Experience playing a critical role in growing assets under management
Experience uncovering new business opportunities
Experience strengthening existing relationships through consistent, high-quality client engagement
Experience helping foster a positive market perception of Aviva Investors
Experience enhancing our reputation within the adviser community
Experience working closely with Investments, Marketing, and wider Sales colleagues
Experience delivering a seamless, market-leading client experience
Experience supporting the broader sales function
Experience maintaining accurate and up-to-date systems and client records
Experience providing valuable client insights and perspectives
Experience informing internal discussions
Experience contributing to the ongoing development of our propositions and sales strategy
Experience supporting the delivery of regional new business and AUM growth targets
Experience building strong relationships with tier 1, 2 and 3 IFA/intermediary firms
Experience identifying opportunities to grow our presence across the region
Experience working closely with colleagues across Sales, Investments and Marketing
Experience helping drive client engagement
Experience supporting business development activity
Experience ensuring our proposition is clearly positioned in the market
Experience building trusted relationships across regions
Experience showcasing what sets us apart
Experience powering our growth
Experience delivering a seamless, market-leading client experience
Experience working in an inclusive, supportive environment
Experience having your contribution valued
Experience having high performance recognised
Experience being empowered to shape your development
Experience being part of a highly collaborative team
Experience working closely with Investments, Marketing, and wider Sales colleagues
Experience delivering a seamless, market-leading client experience
Experience supporting the broader sales function
Experience maintaining accurate and up-to-date systems and client records
Experience providing valuable client insights and perspectives
Experience informing internal discussions
Experience contributing to the ongoing development of our propositions and sales strategy
Experience building strong relationships with adviser and intermediary firms
Experience driving new business opportunities
Experience supporting lead generation through client research
Experience supporting lead generation through fact-finding
Experience supporting lead generation through the use of tools such as LinkedIn and Fundpath
Experience coordinating responses to client enquiries
Experience acting as a liaison between Sales and wider business teams
Experience hosting client meetings
Experience supporting follow-up activity
Experience progressing opportunities through the pipeline
Experience maintaining accurate CRM records
Experience ensuring client activity, pipeline and revenue forecasts are up to date
Experience assisting with the creation of presentations
Experience assisting with the creation of sales materials
Experience assisting with the creation of targeted marketing campaigns
Experience supporting the planning and delivery of client events
Experience supporting post-event engagement
Experience supporting reporting
Experience monitoring prospective client activity
Experience providing regular updates and insights to the sales team
Experience working in a fast-evolving market
Experience engaging with key decision-makers
Experience positioning tailored, solutions-led propositions
Experience aligning with client needs and business objectives
Experience playing a critical role in growing assets under management
Experience uncovering new business opportunities
Experience strengthening existing relationships through consistent, high-quality client engagement
Experience helping foster a positive market perception of Aviva Investors
Experience enhancing our reputation within the adviser community
Experience working closely with Investments, Marketing, and wider Sales colleagues
Experience delivering a seamless, market-leading client experience
Experience supporting the broader sales function
Experience maintaining accurate and up-to-date systems and client records
Experience providing valuable client insights and perspectives
Experience informing internal discussions
Experience contributing to the ongoing development of our propositions and sales strategy
Experience building strong relationships with adviser and intermediary firms
Experience driving new business opportunities
Experience supporting lead generation through client research
Experience supporting lead generation through fact-finding
Experience supporting lead generation through the use of tools such as LinkedIn and Fundpath
Experience coordinating responses to client enquiries
Experience acting as a liaison between Sales and wider business teams
Experience hosting client meetings
Experience supporting follow-up activity
Experience progressing opportunities through the pipeline
Experience maintaining accurate CRM records
Experience ensuring client activity, pipeline and revenue forecasts are up to date
Experience assisting with the creation of presentations
Experience assisting with the creation of sales materials
Experience assisting with the creation of targeted marketing campaigns
Experience supporting the planning and delivery of client events
Experience supporting post-event engagement
Experience supporting reporting
Experience monitoring prospective client activity
Experience providing regular updates and insights to the sales team
Experience working in a fast-evolving market
Experience engaging with key decision-makers
Experience positioning tailored, solutions-led propositions
Experience aligning with client needs and business objectives
Experience playing a critical role in growing assets under management
Experience uncovering new business opportunities
Experience strengthening existing relationships through consistent, high-quality client engagement
Experience helping foster a positive market perception of Aviva Investors
Experience enhancing our reputation within the adviser community
Experience working closely with Investments, Marketing, and wider Sales colleagues
Experience delivering a seamless, market-leading client experience
Experience supporting the broader sales function
Experience maintaining accurate and up-to-date systems and client records
Experience providing valuable client insights and perspectives
Experience informing internal discussions
Experience contributing to the ongoing development of our propositions and sales strategy
Experience building strong relationships with adviser and intermediary firms
Experience driving new business opportunities
Experience supporting lead generation through client research
Experience supporting lead generation through fact-finding
Experience supporting lead generation through the use of tools such as LinkedIn and Fundpath
Experience coordinating responses to client enquiries
Experience acting as a liaison between Sales and wider business teams
Experience hosting client meetings
Experience supporting follow-up activity
Experience progressing opportunities through the pipeline
Experience maintaining accurate CRM records
Experience ensuring client activity, pipeline and revenue forecasts are up to date
Experience assisting with the creation of presentations
Experience assisting with the creation of sales materials
Experience assisting with the creation of targeted marketing campaigns
Experience supporting the planning and delivery of client events
Experience supporting post-event engagement
Experience supporting reporting
Experience monitoring prospective client activity
Experience providing regular updates and insights to the sales team
Experience working in a fast-evolving market
Experience engaging with key decision-makers
Experience positioning tailored, solutions-led propositions
Experience aligning with client needs and business objectives
Experience playing a critical role in growing assets under management
Experience uncovering new business opportunities
Experience strengthening existing relationships through consistent, high-quality client engagement
Experience helping foster a positive market perception of Aviva Investors
Experience enhancing our reputation within the adviser community
Experience working closely with Investments, Marketing, and wider Sales colleagues
Experience delivering a seamless, market-leading client experience
Experience supporting the broader sales function
Experience maintaining accurate and up-to-date systems and client records
Experience providing valuable client insights and perspectives
Experience informing internal discussions
Experience contributing to the ongoing development of our propositions and sales strategy
Experience building strong relationships with adviser and intermediary firms
Experience driving new business opportunities
Experience supporting lead generation through client research
Experience supporting lead generation through fact-finding
Experience supporting lead generation through the use of tools such as LinkedIn and Fundpath
Experience coordinating responses to client enquiries
Experience acting as a liaison between Sales and wider business teams
Experience hosting client meetings
Experience supporting follow-up activity
Experience progressing opportunities through the pipeline
Experience maintaining accurate CRM records
Experience ensuring client activity, pipeline and revenue forecasts are up to date
Experience assisting with the creation of presentations
Experience assisting with the creation of sales materials
Experience assisting with the creation of targeted marketing campaigns
Experience supporting the planning and delivery of client events
Experience supporting post-event engagement
Experience supporting reporting
Experience monitoring prospective client activity
Experience providing regular updates and insights to the sales team
Experience working in a fast-evolving market
Experience engaging with key decision-makers
Experience positioning tailored, solutions-led propositions
Experience aligning with client needs and business objectives
Experience playing a critical role in growing assets under management
Experience uncovering new business opportunities
Experience strengthening existing relationships through consistent, high-quality client engagement
Experience helping foster a positive market perception of Aviva Investors
Experience enhancing our reputation within the adviser community
Experience working closely with Investments, Marketing, and wider Sales colleagues
Experience delivering a seamless, market-leading client experience
Experience supporting the broader sales function
Experience maintaining accurate and up-to-date systems and client records
Experience providing valuable client insights and perspectives
Experience informing internal discussions
Experience contributing to the ongoing development of our propositions and sales strategy
Experience building strong relationships with adviser and intermediary firms
Experience driving new business opportunities
Experience supporting lead generation through client research
Experience supporting lead generation through fact-finding
Experience supporting lead generation through the use of tools such as LinkedIn and Fundpath
Experience coordinating responses to client enquiries
Experience acting as a liaison between Sales and wider business teams
Experience hosting client meetings
Experience supporting follow-up activity
Experience progressing opportunities through the pipeline
Experience maintaining accurate CRM records
Experience ensuring client activity, pipeline and revenue forecasts are up to date
Experience assisting with the creation of presentations
Experience assisting with the creation of sales materials
Experience assisting with the creation of targeted marketing campaigns
Experience supporting the planning and delivery of client events
Experience supporting post-event engagement
Experience supporting reporting
Experience monitoring prospective client activity
Experience providing regular updates and insights to the sales team
Experience working in a fast-evolving market
Experience engaging with key decision-makers
Experience positioning tailored, solutions-led propositions
Experience aligning with client needs and business objectives
Experience playing a critical role in growing assets under management
Experience uncovering new business opportunities
Experience strengthening existing relationships through consistent, high-quality client engagement
Experience helping foster a positive market perception of Aviva Investors
Experience enhancing our reputation within the adviser community
Experience working closely with Investments, Marketing, and wider Sales colleagues
Experience delivering a seamless, market-leading client experience
Experience supporting the broader sales function
Experience maintaining accurate and up-to-date systems and client records
Experience providing valuable client insights and perspectives
Experience informing internal discussions
Experience contributing to the ongoing development of our propositions and sales strategy
Experience building strong relationships with adviser and intermediary firms
Experience driving new business opportunities
Experience supporting lead generation through client research
Experience supporting lead generation through fact-finding
Experience supporting lead generation through the use of tools such as LinkedIn and Fundpath

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