Trainee Business Development Manager

Streamline Search; England; On-site; GBP 23,000 - 26,000; Full time

Job summary

A UK-based client support organisation is seeking a motivated Trainee Business Development Manager to promote financial products. This opportunity is ideal for individuals early in their careers looking to develop essential skills in the financial services industry. Responsibilities include contacting financial intermediaries, arranging meetings, and maintaining client relationships. The ideal candidate will possess strong communication skills and a degree in Finance or a related field. Additionally, the role offers a salary of £23,000 - £26,000 along with a clear career progression pathway.

Benefits

4 weeks holiday allowance

Career Development

Relevant market training

Qualifications

• Degree in Finance or related field (Highly preferred).
• Strong communication skills (telephone & written).
• Career-driven and eager to learn about financial products.

Responsibilities

• Contact financial intermediaries via telephone to introduce the business.
• Arrange meetings for Investment Specialists.
• Build and maintain a regional client base.

Skills

Strong communication skills (telephone & written)

Confidence speaking with intermediaries

Interest in financial markets and investment products

Organisational skills

Proactive attitude

Eager to learn

Education

Degree in Finance or related field

Job description

Our client is a UK-based organisation that has been operating for over a decade, providing a range of outsourced client-support services across several sectors. Their core focus is on delivering high-quality customer engagement and building long-term relationships on behalf of the businesses they represent.

Our client is seeking a motivated and commercially minded Trainee Business Development professional to support the promotion of financial products on behalf of various global clients.

This is a fantastic opportunity for someone early in their career who is looking to develop within the financial services industry, build strong B2B relationships, and gain hands‑on experience in asset management distribution. You'll be working closely with the company director and wider sales team, developing market knowledge and commercial exposure from day one.

Trainee Business Development Manager - Position Overview and Requirements

• Degree in Finance or related field (Highly preferred)
• Contact financial intermediaries via telephone to introduce the business and product range
• Arrange meetings for Investment Specialists (1:1 and group presentations)
• Build and maintain a regional client base; provide ongoing updates on funds and the economic outlook
• Develop profitable relationships with investment platforms in your region or as assigned
• Provide feedback from the market to support product development
• Attend and participate in weekly sales calls for training and product knowledge
• Attend internal sales meetings as required
• Maintain accurate records of platforms, key contacts, communication history, and activity
• Complete reports on time and as required by management
• Carry out any other reasonable duties instructed by the Director / CEO

• Strong communication skills (telephone & written)
• Confident, proactive, and comfortable speaking with intermediaries
• Interest in financial markets and investment products
• Organised, disciplined and able to manage your own pipeline
• Career‑driven and eager to learn

Trainee Business Development Manager - Position Remuneration

• Salary: 23,000 - 26,000
• Hours: Monday - Friday 8:00am - 5:30pm
• Holiday: 4 weeks holiday allowance
• Career Development (Clear progression pathway)
• Relevant market training

This role offers structured development, ongoing training, and exposure to real client relationships within a global investment environment.