Business Development Executive

London

£50,000

Business Development Executive required for a leading City Wealth Planning firm. Base salary £30,000 + £20,000 bonus potential, hybrid working 1 day per week in London + excellent benefits.

Do you know how to find and speak to HNW and UHNW individuals?

Are you competent with LinkedIn Sales Navigator and Microsoft Dynamic Sales?

Are you highly motivated, and experienced in business development within the High Net Worth sector?

Job Description

As a Business Development Executive, you will work within a Marketing Team to develop opportunities for our sales team, create relationships for our Leadership Team and make sure that the opportunities you develop are accurately tracked and closed.

We are looking for a motivated individual with experience in business development looking to grow their skills and make an impact quickly. Strong relationship skills, organisational ability and great communication by email and phone will make you stand out.

What you can bring:

A broad understanding of what a business development/marketing team does! You know something about LinkedIn, client acquisition processes, and building great relationships with people inside and outside of your organisation.

Your proven lead generation skills and ability to find the right information about people at the right time and get it to the right person before its needed. You love to exceed targets and hate a dropped ball!

Youre great with technology, and its a bonus if you have used a major CRM (Salesforce/HubSpot/Microsoft Dynamics) and are familiar with LinkedIn Sales Navigator.

You know your way around an event and can help our Sales team put their best foot forward around London and the South East, supporting presentations, conference stands and making excellent connections outside the office.

Familiarity with Financial Advice/Wealth Management or other regulated industries combined with an understanding of what a typical wealth management client looks like or the ability to learn quickly!

A great communication style, whether looking after prospects via email/telephone or communicating with other members of our team you are clear, concise and know how to express yourself.

Strong Microsoft Office skills, using Excel, Teams, OneNote and Outlook to manage your working life. You stay organised, know how to prioritise a workload and how to communicate with stakeholders so everyone knows what is being done, what is complete and what is up next! Tasks never get lost; you keep a great to-do list.

Benefits

Flexible hours

Hybrid office role with Thursdays in the office

During your early months more time in the office is encouraged

Many work socials and networking opportunities

Pension

Discretionary yearly bonus

23 days holiday (rising annually to a cap) plus bank holidays

Death in service

Hybrid working

About Us:

Westminster Wealth is a privately owned Independent Financial Planning and Wealth Management organisation founded in 2000. We are one of the largest independent, Chartered firms in the UK and we are committed to retaining our independent status.

With experts in every field, we can cater for every financial need, with global insight and extremely thorough compliance and evaluation of all investment platforms, we look at the whole of the market to provide bespoke advice based on our clients circumstances, goals, and objectives. We can offer our services to individuals, corporations, and many others.

We are guided by our closely held core values which are Independence, Integrity, Excellence, Relationships, Accountability and Enjoyment.

How to apply:

We're partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 40 days but may close early if a suitable candidate is found.

Our process is fair and inclusive. If you need adjustments, let us know. Only shortlisted candidates will be contacted.

To improve your chances, ensure you meet the criteria, have the right to work in the UK, and submit a clear, tailored CV showcasing your relevant experience.

Apply now and take the next step in your career with us!