Financial Services Business Development Specialist

3 weeks ago


London, Greater London, United Kingdom Evelyn Partners Full time

As a Financial Services Business Development Specialist at Evelyn Partners, you will be responsible for driving business growth and developing new relationships with financial advisors in London and the South. This role involves proactively working with our Business Development Team to generate leads, arrange meetings, and introduce potential clients to our services.

Key Responsibilities
  • Identifying and pursuing new business opportunities through targeted outreach and relationship-building activities
  • Developing and implementing strategies to maximize lead conversion rates and achieve sales targets
  • Collaborating with our Business Development Team to deliver effective marketing campaigns and events
  • Maintaining accurate records of client interactions, follow-ups, and results
  • Providing exceptional customer service and support to ensure client satisfaction and retention

We are seeking an experienced professional with a background in financial services or a related field. You will have a strong understanding of the industry, excellent communication skills, and the ability to build rapport with clients at all levels.

The ideal candidate will be a motivated self-starter with a proven track record of achieving sales goals and building successful relationships. If you are a driven individual with a passion for financial services and a desire to succeed in a fast-paced business environment, we encourage you to apply.

We offer a competitive salary of £55,000 per annum, plus benefits including private medical insurance, life assurance, pension contribution, and a hybrid working model. Our generous holiday package includes 25 days annual leave, plus bank holidays and option to purchase additional holiday.

Evelyn Partners is committed to creating a diverse and inclusive work environment where all colleagues feel valued and respected. We welcome applications from candidates who share our values and are passionate about delivering exceptional service to our clients.



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