Business Development Associate - advice & wealth management

Defaqto; Huddersfield; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A financial services research agency based in the UK is seeking an eager Sales Professional to grow their sales function and establish new client relationships. The successful candidate will develop knowledge of the Intermediary sector and utilize sales tactics to enhance productivity. A degree is preferred but not essential, with strong knowledge in financial services and experience with CRM systems like Hubspot required. This role offers a hybrid working model with the possibility of working from various offices.

Benefits

Flexible working

Wellbeing programs

Social and team-building events

Free fresh fruit in the office

Qualifications

• Knowledge in the financial services sector is essential.
• Experience using and maintaining a CRM system.
• Self-starter who can work in a fast-paced environment.

Responsibilities

• Develop and maintain knowledge of the UK Intermediary sector.
• Promote products to meet customer needs.
• Complete sales administration activities in CRM.

Skills

Knowledge of financial services

Experience in a telephone-based sales role

Strong organisational skills

CRM management experience

Positive approach to change

Education

Degree level preferred

Tools

Hubspot

Job description

Part of Fintel plc ,Defaqto is one ofthe UK’s most trusted sources of financial product and market intelligence, supporting financial institutions, intermediaries and consumers to make smarter financial decisions.

RSMR (Rayner Spencer Mills Research) is a leading UK independent fund ratings and research agency, supporting financial advisers, wealth managers, and investment professionals with trusted research, model portfolios, and insights.

We meet with hundreds of fund managers each year, selecting only the strongest funds for our ratings, and we manage a range of Model Portfolio Solutions (MPS) designed to deliver long‑term value for advisers and their clients.

We're a sister company to Defaqto and part of FintelPlc.

What's the purpose of your role

RSMR is looking to grow the sales function and looking to focus on new client relationships.

Develop and maintain an in-depth knowledge of the Intermediary sector of the UK financial services industry and of the opportunities, challenges and needs of Advisers and Investment managers.

Build detailed knowledge of RSMR's products and services and how they can deliver high levels of value to prospects.

Understand the competitive landscape in which RSMR operates.

Determine and utilise appropriate sales tactics to ensure that key metrics are hit (in terms of identifying leads, qualified meetings, pipeline) and conversion targets are met.

Plan strategy for multi-channel outreach (mix of calls, emails and LinkedIn) to prospects.

For each lead identified :

• Develop a clear understanding of the customer’s needs.
• Promote appropriate products and services to meet those needs.

Complete all sales administration activities, including :

• Setting up and updating customer records in CRM.
• Diarising and logging all customer‑related activity.

What you'll need to succeed

• Degree level preferred, not essential
• Knowledge and / or interest in financial services sector is essential.
• Experience using and accurately maintaining a CRM. We use Hubspot.
• Flexible and positive approach to change
• Strong organisational skills
• Some experience and aptitude for selling, ideally in a telephone based role
• Self‑starter and ability to work in a fast‑paced environment
• Hard working, energetic and willing to learn

Location

This is a home‑based role but if you like working from the office from time to time, then you can base yourself from any of our offices (Silsden, Huddersfield, Manchester, Derby, Haddenham, London).

Right to Work

Applicants must already hold a legal right to work in the UK without time restrictions. We are currently unable to provide Skilled Worker visa sponsorship.

How we Work

Our values define how we work so that we can achieve our vision, provide a great employee experience, and positively impact our customers.

Think Big | Be Bold | Own it | Team up | Be a Star

We have a vibrant office environment with a hybrid approach to working supported by our flexible working promise. We have a focus on wellbeing, a programme of social, charity and team‑building events and free fresh fruit delivered to the office.

Fintel plc and all the businesses within it adopt a zero‑tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.

We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.

We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.

For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.