Business Development Support

Description:

An investments and financial services concern with offices in Somerset West, is seeking to employ a candidate to fill the role of Business Development Support. This role provides a critical level of support to the business development activities of the company by supporting the International Business Consultants (IBC) to help them operate more efficiently through either internal liaison with key stakeholders and or liasion with external parties such as IFA's and partner firms Key Duties and Responsibilities:

Business Development Manager Support:

• Constant management of the CRM systems to ensure account and contacts are established loaded correctly loaded, current and accurate
• Take responsibility for administering the Terms of Business process for all new IFA relationships and liaise with all relevant parties
• Working with Marketing to ensure the allocation of prospects to IBC’s resulting from lead generation initiatives
• Supporting IBC’s at events and networking with Independent Contractors and data collection and follow up
• Assist IBC’s with general support around information requests around products or technical queries
• Assisting with the preparation of presentations and pitches for prospective IFA's

Relationship Management & Servicing:

• Assist in establishing and maintaining effective relationships with IFA's via email, phone, and in-person and running and Hospitality Program
• Take responsibility for ensuring IFA's are trained or have access to training on administrative, product and AML matter
• Assist in delivering the IFA service model through in person and online engagement
• Visiting accounts or attending events where needed
• Establishing and maintaining effective relationships internally with key decision makers and stakeholders, in particular New Business and Enquiries and acting as a conduct between ICB's and the operation side of the bsuiness

Reporting:

• Take responsibility for reporting and analyse of business flows, account activity including new accounts (TOB), trends, target versus actual levels of business, funding levels and activity both at account level but also for internal reporting on business development activities.
• Develop and maintain reporting on competitor product and activity to assist management with decision in respect of product, pricing, and market positioning
• Provide regular briefing and reporting on all new TOB and progress in respect of developing these accounts into business generating accounts.

The role has several key areas which include supporting on administrative tasks such as the provision of information to IFAs, establishment of meetings, reporting of BDM activities, IFA training, support on case management, CRM data management, and supporting on pitch development. As the holder of this role, you are required to be personable, have good communications skills, organised and be able to manage multiple tasks. You must have the aptitude to grasp and understand technical concepts and administrative processes

Competencies include:

• Proficiency in customer relationship management (CRM) software
• Strong verbal and written communication skills
• Ability to build and maintain relationships
• Knowledge of administrative and operational processes
• Strong empathetic disposition to deal with challenging circumstances
• Strong time management and organizational skills
• Ability to work independently and as part of a team
• Flexibility and adaptability to change
• A desire to learn and grow in the IFA Servicing and technical space
• At least 5 years of experience in operational matters in and working directly with IFA's

Requirements:

• Constant management of the CRM systems to ensure account and contacts are established loaded correctly loaded, current and accurate
• Take responsibility for administering the Terms of Business process for all new IFA relationships and liaise with all relevant parties
• Working with Marketing to ensure the allocation of prospects to IBC’s resulting from lead generation initiatives
• Supporting IBC’s at events and networking with Independent Contractors and data collection and follow up
• Assist IBC’s with general support around information requests around products or technical queries
• Assisting with the preparation of presentations and pitches for prospective IFA's

• Assist in establishing and maintaining effective relationships with IFA's via email, phone, and in-person and running and Hospitality Program
• Take responsibility for ensuring IFA's are trained or have access to training on administrative, product and AML matter
• Assist in delivering the IFA service model through in person and online engagement
• Visiting accounts or attending events where needed
• Establishing and maintaining effective relationships internally with key decision makers and stakeholders, in particular New Business and Enquiries and acting as a conduct between ICB's and the operation side of the bsuiness

• Take responsibility for reporting and analyse of business flows, account activity including new accounts (TOB), trends, target versus actual levels of business, funding levels and activity both at account level but also for internal reporting on business development activities.
• Develop and maintain reporting on competitor product and activity to assist management with decision in respect of product, pricing, and market positioning
• Provide regular briefing and reporting on all new TOB and progress in respect of developing these accounts into business generating accounts.

• Proficiency in customer relationship management (CRM) software
• Strong verbal and written communication skills
• Ability to build and maintain relationships
• Knowledge of administrative and operational processes
• Strong empathetic disposition to deal with challenging circumstances
• Strong time management and organizational skills
• Ability to work independently and as part of a team
• Flexibility and adaptability to change
• A desire to learn and grow in the IFA Servicing and technical space
• At least 5 years of experience in operational matters in and working directly with IFA's