Business Development Executive

J.M. Finn & Co. Ltd; York and North Yorkshire; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services firm based in York seeks a driven Business Development Executive to join their team. This role focuses on engaging potential clients and supporting the growth strategy by generating leads and establishing meetings. The ideal candidate is a recent graduate with strong communication skills and a proactive mindset. A collaborative team player will thrive in this fast-paced environment and contribute to the firm's success.

Qualifications

• Strong academic background with interest in private wealth management.
• Exposure to consulting, sales, or client-facing roles is a plus.

Responsibilities

• Identify and prioritize high-quality prospective clients.
• Proactively contact and secure meetings with prospective clients.
• Maintain accurate records of all interactions in the CRM system.
• Collaborate with investment managers for feedback on lead quality.
• Support development of outreach campaigns around key themes.
• Identify new sources for prospects to refine lead generation strategy.

Skills

Strong communication skills

Entrepreneurial mindset

Resilience and persistence

Proactive, can-do attitude

Collaborative team player

Education

Recent graduate

Job description

Business Development Executive

Department: Marketing

Employment Type: Full Time

Location: York

Description

We are looking for a driven and entrepreneurial graduate to join our growing Business Development function. This role is ideal for someone who thrives in a fast-paced, client-focused environment and is eager to play a key role in helping convert high-potential leads into long-term clients. You will be at the forefront of our growth strategy, engaging with prospects, initiating conversations and booking meetings, and supporting the wider team in building a scalable and structured business development process.

Key Responsibilities

• Identify and prioritise high-quality prospective clients by leveraging a range of data sources – including LinkedIn, news articles, awards, and professional networks.
• Proactively contact and follow up with prospective clients via phone, email, and LinkedIn to secure introductory meetings with our investment managers.
• Maintain accurate and up-to-date records of all interactions in our CRM system to ensure visibility and accountability across the pipeline.
• Collaborate closely with investment managers to gather feedback on lead quality and progression, and help ensure timely follow-up actions are taken.
• Support the development of structured outreach campaigns around key themes (e.g. wealth planning, business exits, intergenerational wealth).
• Contribute to the ongoing refinement of our lead generation strategy by identifying new sources of prospects (e.g. LinkedIn, news articles, awards, charity and trustee networks).

Skills, Knowledge and Expertise

• A recent graduate with a strong academic background and a genuine interest in private wealth management or financial services.
• Entrepreneurial mindset with a proactive, can-do attitude and a willingness to take ownership of outcomes.
• Strong communication skills – confident, articulate, and persuasive over the phone and in writing.
• Resilience and persistence – comfortable with rejection and motivated by long-term goals.
• A collaborative team player who understands the value of collective success over individual wins.
• Ideally, some exposure to consulting, sales, or client-facing roles (internships or otherwise) is a plus.