Business Development Consultant

Aberdeen; City of Edinburgh; Hybrid; GBP 40,000 - 64,000; Full time

Benefits offered by this job

40 days annual leave

Private healthcare

Pension contribution

Gym discounts

Season ticket loans

Employee discount portal

Job summary

Aberdeen is seeking a Business Development Consultant to identify and progress opportunities with financial advisers and intermediary firms. You will drive outbound engagement, run strategic sales campaigns and create referrals for Managed Portfolio Service, while maintaining rigorous CRM records and regulatory standards.

The role supports blended working with a focus on collaboration, learning and measurable impact on pipeline growth.

Qualifications

• Experience working with financial advisers or intermediary firms.
• Proficiency in CRM and sales management systems.
• Completed Diploma Status in Financial Planning, or clear progress towards it, with commitment to ongoing learning.
• Strong communication, relationship management and influencing skills, with the confidence to initiate purposeful conversations.

Responsibilities

• Develop trusted relationships with adviser firms through proactive telephone engagement and targeted account activity.
• Identify, qualify and progress sales opportunities through the lifecycle and outbound prospecting.
• Execute strategic sales campaigns tailored to adviser needs and commercial opportunities.
• Create high-quality referrals for Managed Portfolio Service and maximise conversion opportunities.
• Maintain accurate CRM records for adviser interactions, opportunities and actions, meeting regulatory requirements.

Skills

Communication

Relationship management

Influencing

Commercial mindset

Organisational skills

CRM proficiency

Education

Diploma in Financial Planning

Job description

Job DescriptionThe Sales function drives new business and revenue by helping customers find products, solutions and services that meet their needs. Within Aberdeen Adviser, the Intermediary area works through non-affiliated and third-party intermediaries who support individual investors. The Adviser Sales team combines focused account management, collaborative selling and insight-led campaigns. By developing productive adviser relationships and connecting firms with relevant propositions, the team helps enable our clients to be better investors.About the RoleAs a Business Development Consultant, you will identify, develop and progress new business opportunities through proactive adviser engagement, targeted business development and strategic sales campaigns. Working in a team of three, you will help manage relationships and sales opportunities across 9,500 unaligned accounts, while supporting growth of the Managed Portfolio Service (MPS).This Professional-level role offers the opportunity to build commercial expertise, strengthen adviser relationships and contribute directly to pipeline growth and quality referrals. Success will combine meaningful activity, opportunity progression, accurate CRM records and consistently high regulatory and professional standards. It is an opportunity to invest in your tomorrow through learning, collaboration and visible commercial impact.Key Responsibilities:Develop trusted relationships with adviser firms through proactive telephone engagement, targeted account activity and relevant, professional conversations.Identify, qualify and progress sales opportunities through the lifecycle, using outbound prospecting, lead follow-up and campaign activity to maintain pipeline momentum.Execute strategic sales campaigns with targeted firms, tailoring Aberdeen’s propositions and services to adviser needs and commercial opportunities.Create high-quality Managed Portfolio Service referrals and partner with MPS Business Development Managers to maximise conversion opportunities.Maintain accurate and timely CRM records for adviser interactions, opportunities and actions, while meeting regulatory requirements, internal processes and quality standards.Build knowledge of products, propositions, systems and industry developments, sharing feedback and insight to support continuous improvement.About the Candidate:Experience working with financial advisers or intermediary firms.Strong communication, relationship management and influencing skills, with the confidence to initiate purposeful conversations.A commercial mindset and the ability to identify, qualify and develop sales opportunities while maintaining focus on appropriate adviser and customer outcomes.Highly organised, with effective prioritisation, workload management and consistent follow-through.Proficiency in CRM and sales management systems, with a commitment to complete and accurate records.Completed Diploma Status in Financial Planning, or clear progress towards it, together with a commitment to high professional standards and ongoing learning.We are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire. One of our team will reach out to support you through your application process.Our benefitsThere's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported.When you join us, your reward will be one of the best around. This includes 40 days’ annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare and a range of flexible benefits – including gym discounts, season ticket loans and access to an employee discount portal. You can read more about our benefits here.Our businessEnabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas – our vectors of growth – focused on our clients’ changing needs. You can find out more about what we do here.An inclusive way of workingWhatever way you like to work, if you have the talent and commitment to join our team, we’d like to hear from you.At Aberdeen we’ve adopted a ‘blended working’ approach. This approach combines the benefits of face-to-face collaboration, coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles, their teams, our clients and our business.An inclusive culture, where diverse perspectives drive our actions, is at the core of who we are and what we do. If you need assistance with your application, or a reasonable adjustment to your interview arrangements – for example, because you are neurodivergent, or have a physical, sensory, cognitive, mental, visible or invisible disability – please let us know and we’ll be happy to help.We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.