Business Development Manager for Financial Services

4 weeks ago


Leicester, Leicester, United Kingdom Capio Recruitment Full time
About the Role

We are seeking a highly skilled and experienced Administrator to join our team as the first point of contact for clients and product providers. As a key member of our Paraplanning and Advice team, you will play a vital role in ensuring regulatory requirements are met and business risk is mitigated throughout the journey.

Key Responsibilities
  • Prioritise and organise workload to meet deadlines, ensuring seamless delivery of services to clients and product providers.
  • Effectively communicate with clients, advisers, and product providers to maintain strong relationships and ensure smooth operations.
  • Utilise data and IT skills to work with a high level of accuracy and efficiency, leveraging systems such as Intelliflo and/or The Openwork Partnership's ConcertHub.
  • Draw on experience working in a Financial Planning Firm to provide expert support and guidance to the team.
What We Offer
  • A competitive salary and workplace pension.
  • A great holiday offering, including buy or sell of 5 days holiday per year.
  • A Private Medical Scheme and Hybrid and flexible working arrangements.
  • Exam funding and support, as well as discounts on our professional services.

If you are a motivated and organised individual with a passion for delivering exceptional client service, we would love to hear from you.


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