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Business Development Consultant

  • Salary: £30000 - £40000 per annum + benefits package
  • Location: Reading, Berkshire
  • Sector: Business Development
  • Job type: Permanent
  • Date posted:
    16 Apr 2019
  • Job reference: 31086

We have an exciting opportunity for an experienced Business Development Manager to join the UK's leading IFA risk profiling and investment firm based in Reading.


My client is the UK's leading IFA risk profiling and investment firm. As market leader, they have an aggressive growth strategy to grow their market share.


Based in their offices in Reading, the telephone based distribution team plays an instrumental role in company sales. The team focuses on small financial advice firms with 1-5 CF30s, Advisers. Leads are primarily driven by their marketing function and outbound calls, however as the team grows elements of individual prospecting will be required. Their sales people are true Consultants, they spend the time needed to truly understand the clients' businesses before recommending and selling solutions. You will report to Team Leader, business development.


  • Hit agreed revenue targets through effective sales calls
  • Manage SQLs through sales funnel to closure
  • Deliver webinars and 1:1 sales presentations/demonstrations to prospective customers
  • Ensure CRM system is maintained with activity and all client interaction
  • Drive own SQLs through effective prospecting
  • Represent the customer by providing insight into the product development and marketing teams
  • Attend company workshops and training academies as required
  • Be a positive role model in the team and support colleagues when required
  • Maintain a high level of relevant market and company knowledge
  • Work closely with finance and client success to ensure a smooth on boarding process for new clients

To be successful you will need

  • Top sales person with great track record of selling investment solutions to IFAs over the phone
  • Brilliant listener, communicator and a great presenter. Genuinely interested in the clients our clients serves
  • Tenacious and resilient, you enjoy influencing people
  • Constantly positive and optimistic in outlook
  • Smart and curious
  • Ideal background is from an investment platform, multi asset provider or DFM selling risk based investment solutions or outsourcing to IFAs with the involvement of risk profiling technology
  • Experience in an IFA environment

If successful, you will benefit from

  • OTE of up to £40,000
  • In addition to a good salary, benefits and great earnings potential you will get training on our service and sales process and a commitment to developing your career
  • We will agree a professional development plan and invest in your ongoing training to help you grow your skills as needed
  • Benefits package: Includes 23 days holiday rising by one day per year up to 28 max
  • Life assurance, pension, health benefit and Perkbox employee discounts
  • Free fresh fruit, tea, coffee and refreshments
  • Ride to work, childcare vouchers and payroll giving also available

If you match my client's requirements and this sounds like an opportunity you would be interested in hearing more about, then send across your CV and we will be in touch! Full job specification available.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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