Internal Business Development Associate

Triple Point; City Of London; On-site; GBP 26,000 - 36,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Professional development

Job summary

Triple Point in City of London is seeking an Internal Business Development Associate to help grow the adviser network for tax-efficient products and income services, in collaboration with our BDMs and BDEs. You will conduct high-volume adviser outreach, nurture relationships, and convert engagements into scheduled meetings, contributing to a high-growth, values-driven culture at Triple Point.

This entry-level role offers hands-on experience in financial services, professional development, and a

Qualifications

• Entry-level cohort; proactive, can-do attitude.
• Curiosity and willingness to learn about financial services and commercial awareness.
• Resilience and relationship-building skills; commitment to exceeding expectations.

Responsibilities

• Cultivate understanding of Triple Point's proposition and values.
• Work with Internal BDMs, BDEs, and field-based colleagues.
• Engage financial advisers via calls, LinkedIn, and email.
• Deliver a minimum of 40 adviser conversations daily (top performers 50+).
• Meet and exceed metrics for adviser meetings and event bookings.
• Prepare briefing documents for BDMs for meetings.
• Guide advisers in addressing clients' investment needs.
• Represent Triple Point at conferences and adviser events.
• Maintain CRM records of all interactions.
• Identify and cultivate qualified opportunities in the new business pipeline.
• Convert webinar participants into scheduled meetings through follow-up.

Skills

Proactive attitude

Curiosity

Resilience

Collaboration

Integrity

Tools

CRM system

Job description

Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients.

There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times ‘Best Place to Work’ for 2025

If this high performing culture sounds like an environment where you would flourish, then read on…

The Function & Team

Our purpose is to raise and retain assets under management (AUM) for Triple Point to help drive the growth of the business. We accomplish this by providing innovative financial solutions that support financial advisers in helping people with their financial goals. We aim to be a trusted partner and are committed to building relationships built on trust, transparency, and integrity.

The Role

As an Internal Business Development Associate, you will play a critical role in our growth strategy, identifying and cultivating relationships with financial advisers and wealth managers to expand distribution channels for our tax-efficient products and income service.

Working in close partnership with our experienced Business Development Managers, you'll have the opportunity to join a dynamic, high-growth enterprise where success is measured not just by numbers, but by the positive impact we create. At our core, we maintain an unwavering commitment to the people we serve and the meaningful purpose that drives every investment decision we make.

Key Responsibilities

• Cultivate a thorough understanding of Triple Point's proposition, championing our values as a passionate company advocate.
• Work within a collaborative pod structure, working alongside our exceptional Internal BDMs, BDEs and field-based colleagues.
• Engage financial advisers through a strategic blend of telephone calls, personalised LinkedIn communications and tailored emails.
• Deliver a minimum of 40 high-quality adviser conversations daily, with top performers consistently achieving upwards of 50 engagements.
• Meet and exceed performance metrics focused on securing adviser meetings and event bookings that drive business growth.
• Craft comprehensive briefing documents for BDMs, ensuring they are fully equipped with relevant information before meetings.
• Guide financial advisers in addressing their clients' investment needs through insightful education and practical solutions.
• Represent Triple Point at industry conferences and adviser events, building brand presence and capturing new opportunities.
• Maintain meticulous records within our CRM system, ensuring all client interactions are properly documented and accessible.
• Identify and cultivate promising prospects, continuously refreshing our new business pipeline with qualified opportunities.
• Convert webinar and event participants into scheduled meetings through timely, strategic follow-up that demonstrates our value proposition.

What we look for

We are seeking our next cohort of entry level associates who can bring an exceptional approach to this role, recognising that client needs form the cornerstone of our business success.

• A proactive can-do attitude and collaborative spirit are non-negotiable qualities.
• Curiosity and learning mindset - Eager to learn, with an interest in financial services and developing commercial awareness.
• Demonstrate resilience andrelationship building prowess, and a commitment to exceeding expectations in everything you do.
• Collaboration and adaptability - a team player with a flexible approach who contributes positively as the business evolves.
• Professional integrity - demonstrates honesty, accountability and sound judgement when working with clients and colleagues.

Why Join us?

• You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued.
• Be part of a growing and innovative team
• We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression.
• Opportunities for professional development and career progression.

At Triple Point, high performance means living our values every day:

• Stay Curious.
• Be Generous.
• Take Thoughtful Action.
• Pull Together.
• Own It.

In line with our values Stay Curious and Take Thoughtful Action every employee has access to ChatGPT Enterprise and is encouraged to explore how AI and automation can enhance their work.

We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgement.