Belvedere Wealth Management
Business Development Associate
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Company Description
Belvedere Wealth Management focuses on helping clients not only grow their wealth, but also maintain and invest it to achieve their future goals. The firm provides intelligent, tailored financial planning and independent advice that address a wide range of personal and business financial challenges. Clients can choose from a variety of services to create plans suited to their individual circumstances, whether they aim to grow, protect, or transfer their finances. Belvedere emphasizes customized strategies that adapt to modern life and avoids “get rich quick” schemes, relying instead on proven techniques to build valuable portfolios. The team is committed to long-term client relationships built on trust, transparency, and consistent results.
Role Description
This is a 2 year training role. The Business Development Associate is the first step to becoming an Independent Financial Adviser. It is a full-time position based in London with a hybrid work arrangement, allowing some work from home. This role involves identifying and qualifying new business opportunities, conducting market research, and supporting lead generation campaigns. The associate will prepare and deliver presentations to prospective clients, collaborate with advisors to refine value propositions, and help maintain a strong sales pipeline. Daily responsibilities include:
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
- Engaging with prospects via calls, emails, LinkedIn, and Networking
- Tracking activities in CRM tools
- Contributing to business development strategies
- Coordinating with marketing to align outreach efforts
- Providing regular reporting on performance metrics and market insights
The role will also involve supporting the Financial advisers, shadowing meetings, taking notes, and preparing client advice, in support of your training to become a Financial adviser.
As well as your day to day responsibilities, you will be required to pass all exams within a 2 year period, as such this role will require a lot of dedication and hard work.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Qualifications
- Strong Presentation Skills and experience creating and delivering effective Presentations.
- Skills in Lead Generation and Market Research to identify and develop new business opportunities.
- Excellent Communication skills, both written and verbal, for client-facing interactions and internal collaboration.
- Relevant experience in financial services, wealth management, or professional services business development is highly beneficial but not necessary as training will be provided.
- Bachelor’s degree in Business, Finance, Marketing, Economics, or a related field is preferred.
- Ability to work in a hybrid environment, manage time effectively, and use CRM and productivity tools with confidence.
- Strong analytical mindset, attention to detail, and a client-centric approach to relationship building.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Location