Business Development Support

We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.

Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Business Development Support

Location: Manchester or Liverpool

What is the team like?

An exciting opportunity to join our national team of Business Development Directors, supporting our efforts in the North promoting Investec's business services to external IFAs and related intermediaries.

The primary partnership is to work with our BDD's in the North. This area is a core focus of the business.

What is the primary objective of the role?

Primary role is to promote and sell IW&I's products and services to IFAs and their clients; to arrange meetings for the BDD to attend; to ensure active follow up on sales and webinar campaigns; to ensure the internal salesforce system is maintained and updated.

What are the key responsibilities?

• Proactively manage leads in Salesforce
• Plan and prioritise tasks effectively to ensure all sales opportunities are maximised
• Work closely with BDD to ensure smooth handover of sales opportunities
• Build effective relationships with both the internal and external customer
• Develop and maintain a detailed knowledge of IW&I investment services and products & Investec Bank services.
• Develop and be able to demonstrate and awareness of the IFA market and our competitors.
• Work closely with Intermediary Services colleagues to fully understand all aspects of support, MI, Salesforce, Due Diligence, etc.
• Work closely with Investment Managers and IM Team Administrators to develop knowledge and understanding of investment management and servicing of IFA relationships.
• Work closely with Marketing Team, Business Development and Investment Management colleagues to assist in organising events and provide administrative support.
• Develop knowledge of, and comply with, all regulatory and organisational requirements / procedures.
• Support in organising, attending and actively participating in networking events, conferences and other promotional activities.
• Deal professionally with internal and external queries.
• Attend and contribute to team meetings as required.
• Liaise with Team members and other departments as required.
• Adopt a flexible approach to travel and working hours.
• Read financial press regularly and keep abreast of investment themes.
• Ensure skills and knowledge base is abreast of current developments.
• Complete appropriate professional examinations (as detailed below).
• Attend on-going professional training courses and events.

What core skills and knowledge are we seeking?

• A keen interest in investment services and products and an eagerness to learn more
• A good working knowledge of Microsoft Outlook, Word and Excel
• Excellent personal organisation and planning skills, time management skills with an ability to meet deadlines.
• Confident communicator and keen networker
• A personable and presentable representative of the firm.
• Robust personality with a resilient and positive attitude.
• A good team player
• This role offers an individual the opportunity to join at ground level and to develop their career into a Business Development Manager in the future.

Qualifications

We would encourage and support candidates to achieving Level 4 (IM or FP)

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

We want our people to feel empowered to be themselves in an environment that supports them, enabling them to perform in “out of the ordinary” ways. Our culture places belonging and inclusion at its centre and our work environment is integral to this. If you require any adjustments to support you through the recruitment process, as well as supportive and flexible working arrangements to help you succeed with us, please let our recruitment team know.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!