Business Development Consultant

Aberdeen; City of Edinburgh; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

Aberdeen is seeking a Sales professional to drive growth opportunities and enhance client experiences. The role involves managing leads, supporting sales initiatives, and collaborating with internal teams to meet commercial targets. Ideal candidates will have a strong background in sales and client relationship management, along with proficiency in Salesforce.

Benefits

40 days annual leave

16% employer pension contribution

Discretionary performance-based bonus

Private healthcare

Flexible benefits including gym discounts

Qualifications

• Experience in a fast-paced Sales environment.
• Demonstrate up-to-date market knowledge.
• Ability to work independently and identify opportunities.

Responsibilities

• Support the Sales team in achieving targets.
• Manage sales pipeline with 30-40 calls weekly.
• Research and prepare pitch material.

Skills

Lead generation

Client relationship management

Data analysis

Salesforce proficiency

Education

Achieved RO1 qualification

Working towards diploma

Job description

Job Description

At Aberdeen, our ambition is to be the UK’s leading Wealth & Investments group.

Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent.

Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society.

We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent.

Aberdeen Comprises Three Businesses, Interactive Investor (ii), Investments, And Adviser, Each Of Which Focuses On Meeting And Adapting To Our Clients’ Evolving Needs

• interactive investor, the UK’s second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them.
• Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers.
• Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market, through either public markets or alternative asset classes.
  
  

About The Department

The Sales function is responsible for new business and revenue generation, supporting customers in finding products, solutions, and services that best meet their needs. The Intermediary area sells the firm's products and services through non-affiliated or third-party intermediaries who, in turn, sell these products to individuals. The Model Portfolio Sales focus specializes in selling the firm’s model portfolio capabilities to both existing distribution partners and newer financial technology or digital wealth providers.

About The Role

You will play a key role in the identification and qualification of growth opportunities and supporting the pitch process, optimising the pre and post-sale client experience to drive delivery of commercial targets. You will provide market-leading pre and post-sales collaboration with the UK Adviser Sales teams and clients by working in partnership with Sales colleagues and other key internal relationships across the Group.

Key Responsibilities

• Support the Sales team in the attainment of inflow and net flow targets, playing a critical role in driving quality leads.
• Manage sales pipeline making 30-40 calls per week to pre determined leads.
• Manage team panel of firms looking for all opportunities to partner with the firm on platforms.
• Research, analyse, and prepare proposition analysis/pitch material within agreed timescales using appropriate material and agreed criteria.
• Maintain key databases, ensuring accurate updating of Salesforce and other CRM systems as appropriate to hold up-to-date client account intelligence, insight, and contact details from fact-find conversations with clients.
• Achieve required industry activity standards and complete call coaching assessments to maintain focus on colleague and client experience and quality of delivery.
• Provide appropriate proactive and forward support on all trading campaigns, event follow-up, and local initiatives to help convert opportunities, achieve key targets, and drive revenue.
• Build and strengthen relationships with both internal and external networks and contacts.
• Analyse information gained from advisers and clients alongside internal data & MI to produce high-quality, accurate internal reports, presenting information clearly with recommendations to influence future activity in Sales.
• Review, qualify, and share lead opportunities to wider Sales colleagues within agreed thresholds and in line with prescribed targets.
  
  

About The Candidate

The ideal candidate will possess the following:

• Experience working in a fast-paced Sales environment, including lead generation and conversion, whilst managing multiple priorities and variable targets,
• Demonstrate an accurate and up-to-date market and industry knowledge to ensure credibility when engaging with advisers.
• Good understanding of client agency setups and relationships to ensure appropriate messaging and targeting.
• Confidently work with data and maintain critical systems such as Salesforce to agreed quality standards.
• Ability to work on own initiative and unsupervised, identifying and qualifying new opportunities.
• Achieved RO1 qualification and/or working towards diploma
  
  

We are a Disability Confident Committed employer and are happy to provide adjustments to the recruitment process to support candidates.

Our Benefits

There'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 business

Enabling 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 working

Whatever 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.