Internal Business Development Associate - Adviser Growth

Triple Point; Greater London; Hybrid; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Contributory pension

Hybrid/flexible working

Ongoing learning and development

ChatGPT Enterprise access

Job summary

Triple Point in London is seeking an Internal Business Development Associate to support growth by engaging financial advisers and wealth managers, expanding distribution of tax-efficient products and income services.

You will collaborate with experienced BDMs in a high-growth environment, delivering adviser conversations, briefing documents, and proactive follow-up to convert leads into meetings while upholding Triple Point's values and client-first approach.

Qualifications

• A proactive can-do attitude and collaborative spirit are essential.
• Curiosity and a learning mindset with an interest in financial services.
• Demonstrate resilience and relationship-building skills.
• Collaborative, adaptable team player in a changing environment.
• Professional integrity with honesty, accountability and judgment.

Responsibilities

• Cultivate a thorough understanding of Triple Point's proposition, championing values as a company advocate.
• Work with Internal BDMs and field-based colleagues in a collaborative pod.
• Engage financial advisers via calls, LinkedIn, and tailored emails.
• Deliver a minimum of 40 adviser conversations daily, with top performers above 50.
• Meet and exceed metrics to secure adviser meetings and event bookings.
• Prepare briefing documents for BDMs to equip meetings.
• Guide advisers in addressing client investment needs with education and practical solutions.
• Represent Triple Point at industry conferences and adviser events.
• Maintain CRM records of all client interactions.
• Identify promising prospects and refresh the new business pipeline.

Job description

Triple Point in London is seeking an Internal Business Development Associate to support growth by engaging financial advisers and wealth managers, expanding distribution of tax-efficient products and income services.

You will collaborate with experienced BDMs in a high-growth environment, delivering adviser conversations, briefing documents, and proactive follow-up to convert leads into meetings while upholding Triple Point's values and client-first approach.