Business Development Consultant

About this role

Responsibilities

• Develop trusted relationships with adviser firms through proactive telephone engagement, targeted account activity and relevant, professional conversations.
• Identify, qualify and progress sales opportunities through the lifecycle, using outbound prospecting, lead follow-up and campaign activity to maintain pipeline momentum.
• Execute strategic sales campaigns with targeted firms, tailoring Aberdeen’s propositions and services to adviser needs and commercial opportunities.
• Create high-quality Managed Portfolio Service referrals and partner with MPS Business Development Managers to maximise conversion opportunities.
• Maintain accurate and timely CRM records for adviser interactions, opportunities and actions, while meeting regulatory requirements, internal processes and quality standards.
• Build knowledge of products, propositions, systems and industry developments, sharing feedback and insight to support continuous improvement.
• About the Candidate:
• Experience working with financial advisers or intermediary firms.
• Strong communication, relationship management and influencing skills, with the confidence to initiate purposeful conversations.
• A commercial mindset and the ability to identify, qualify and develop sales opportunities while maintaining focus on appropriate adviser and customer outcomes.
• Highly organised, with effective prioritisation, workload management and consistent follow-through.
• Proficiency in CRM and sales management systems, with a commitment to complete and accurate records.
• Completed Diploma Status in Financial Planning, or clear progress towards it, together with a commitment to high professional standards and ongoing learning.
• We are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire. One of our team will reach out to support you through your application process.
• We want you to be the real you throughout our recruitment process. Sharing your diversity information helps us understand the reach and impact of our hiring practices, and build a workplace where all people can thrive and belong.
• This information is kept separate from your application and is not visible to recruiters, hiring managers, or assessors at any stage.
• Our benefits
• There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported.
• When you join us, your reward will be one of the best around. This includes 40 days’ annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare and a range of flexible benefits – including gym discounts, season ticket loans and access to an employee discount portal. You can read more about our benefits
• here.
• Our business
• Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas – our vectors of growth – focused on our clients’ changing needs. You can find out more about what we do
• here
• .
• An inclusive way of working
• Whatever way you like to work, if you have the talent and commitment to join our team, we’d like to hear from you.
• At Aberdeen we’ve adopted a ‘blended working’ approach. This approach combines the benefits of face-to-face collaboration, coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles, their teams, our clients and our business.
• An inclusive culture
• , where diverse perspectives drive our actions, is at the core of who we are and what we do. If you need assistance with your application, or a reasonable adjustment to your interview arrangements – for example, because you are neurodivergent, or have a physical, sensory, cognitive, mental, visible or invisible disability – please let us know and we’ll be happy to help.
• We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment.  We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance.  We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.
• If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.