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.
Business Development Manager (Field based)
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 Group 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 Role
We have an opportunity for a Business Development Manager (BDM), within the Adviser business, focused on identifying and securing high-value regional advisory business relationships to accelerate growth in market share and deliver an exceptional adviser experience.
This is a full time role where the successful candidate will be an integral part of the Business Development Sales team. The regional team consists of field and office-based BDMs under the Head of Sales for their Region, all focused on driving business growth from both existing and new clients. The growth objectives include winning new clients, securing back books of business, achieving primary platform positioning and maintaining existing client assets.
This is a field-based role, identifying high value regional advisory business relationships to secure new clients and accelerate growth in market share of new business flow. The aim is to secure primary position in that advisory business and delivering an exceptional adviser experience
Key Responsibilities
Achieve personal sales/growth targets and contribute to overall team success through a defined opportunity pool or growth panel of high-value adviser relationships.
Use CRM systems to maintain accurate records and account intelligence.
Conduct in-person, virtual and telephone meetings to build strong external relationships with key influencers and business writers within your panelled firms.
Analyse data and insights to prioritise opportunities and plan weekly activities effectively across both field and remote settings.
Work closely with internal teams to delegate tasks, share insights, and develop resources that support adviser needs and growth objectives.
Operate with a cost-effective and sustainable approach to meet growth targets and deliver a high-quality adviser experience.
Lead on resolving problems and complaints, escalating where necessary to ensure client satisfaction.
Uphold company values and ensure all regulatory and risk requirements are met.
Stay updated on industry trends and product developments to maintain credibility with advisory firms.
Support Business Development Consultants in developing their professional capabilities and understanding strategic priorities.
About the Candidate
Proven experience and delivery in a fast-paced sales environment.
Strong market and industry knowledge to engage credibly with clients. Including an understanding of the UK platform market and key competitors.
Motivated and focussed to work independently, managing and growing existing clients as well as identifying and qualifying new opportunities.
Undergraduate degree and/or equivalent professional experience alongside relevant professional qualifications.
Comfortable balancing field-based and remote work, with strong time management and communication skills.
Strong interpersonal skills with ability to represent Adviser Sales internally and externally, engaging directly with all roles within our clients businesses.
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.