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Business Development Executive

  • Salary: £19000 - £20000 per annum
  • Location: Bath, Somerset
  • Sector: Business Development
  • Job type: Permanent
  • Date posted:
    18 Jan 2021
  • Job reference: 34773

Progression offered into paraplanning or wealth planning academy.

A new role has become available due to promotion, within a market leading financial services company based in Bath, you will assist with the business development programme and provide the first line of client service for the group.

You will have competent IT and data entry skills, as well as a high level of attention to detail, effective organisational and excellent communication skills (both written and interpersonal) and the ability to talk competently with a diverse range of clients.

Your personality will be the key to success in this role. Financial service exposure is ideal. The company are an award-winning team of Independent Financial Advisers who provide a personal, independent and bespoke wealth management service to high net worth clients.


  • Customer service and support functions; in-bound/out-bound telephone calls, answering questions regarding savings products and services
  • Introduce potential customers to our Financial Advisers
  • Scheduling and confirming appointments
  • Placing outbound calls for follow-ups and reaching out to prospective clients
  • Presenting and explaining fees
  • Recommending, selecting products and services
  • General administration

You will have:

  • Ability to record data accurately
  • Good IT skills with experience of using MS Outlook, Word and Excel
  • Experience of providing excellent customer service
  • Marketing and product sales abilities
  • High level of accuracy and attention to detail
  • Effective organisational skills
  • Effective verbal and written communication skills including an ability to effectively deal with telephone and email enquiries
  • Ability to work cooperatively with others to meet tight deadlines


  • Full time hours (37.5 per week)
  • 24 holidays (increasing to 26)
  • Company pension scheme
  • Group income protection
  • Life assurance
  • Bike to work scheme
  • Eye care scheme
  • Full support with professional qualifications and membership
  • Well-being programme
  • Career progression available

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may 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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