Business Development Associate - UK Advisory (Wealth)

You’ll also support the broader sales function by maintaining accurate and up-to-date systems and client records, while providing valuable client insights and perspectives to inform internal discussions and contribute to the ongoing development of our propositions and sales strategy.

Investment expertise means nothing if clients don’t experience it. Our business development and client experience teams build trusted relationships across regions, while our marketing, investment, and communications teams showcase what sets us apart – powering our growth.

A bit about the role:

You will support the delivery of regional new business and AUM growth targets by building strong relationships with tier 1, 2 and 3 IFA/intermediary firms and identifying opportunities to grow our presence across the region.

Working closely with colleagues across Sales, Investments and Marketing, you will help drive client engagement, support business development activity and ensure our proposition is clearly positioned in the market.

Key responsibilities include:

• Building and maintaining relationships with adviser and intermediary firms to drive new business opportunities.
• Supporting lead generation through client research, fact-finding and the use of tools such as LinkedIn and Fundpath.
• Coordinating responses to client enquiries and acting as a liaison between Sales and wider business teams.
• Hosting client meetings and supporting follow-up activity to progress opportunities through the pipeline.
• Maintaining accurate CRM records, ensuring client activity, pipeline and revenue forecasts are up to date.
• Assisting with the creation of presentations, sales materials and targeted marketing campaigns.
• Supporting the planning and delivery of client events, including post-event engagement and reporting.
• Monitoring prospective client activity and providing regular updates and insights to the sales team.

In this role you’ll be ‘Certified’ under the Financial Conduct Authority / Prudential Regulation Authority’s Senior Managers and Certification Regime (SMCR).

This means that we’ll need to complete some regulatory background checks on you before you take up your role and we’ll need to ask you some questions on an annual basis to make sure you remain ‘fit and proper’ and competent to carry out your role.

We’ll provide training on what holding a SMCR role means when you join us and annually thereafter.

What you’ll get for this role:

Our purpose - with you today, for a better tomorrow – is a promise we make to our colleagues too. And one of the ways we live up to that promise is by investing in you.

We have so much to offer when it comes to being an Aviva colleague:

• Discretionary bonus incentive opportunity - depending on individual performance and Aviva Investors’!
• Generous pension scheme - Aviva will contribute up to 14%, depending on what you put in.
• 29 days holiday plus bank holidays, and you can choose to buy or sell up to 5 days!
• Aviva-funded Private Medical Benefit to help you get expert support when you need it.
• Make your money go further with up to 40% discount on Aviva products, and other retailer discounts.
• Up to £1,200 of free Aviva shares per year through our Matching Share Plan and share in the success of Aviva with our Save As You Earn scheme.
• Brilliantly supportive policies including parental and carer’s leave.
• Flexible benefits to suit you, including sustainability options such as cycle to work.
• Make a difference, be part of our Aviva Communities and use your 3 annual volunteering days to help others.

Aviva is for everyone:

We’re inclusive and welcome everyone – we want applications from all backgrounds and experiences.

Excited but not sure you tick every box? Even if you don’t, we would still encourage you to apply.

We also consider all forms of flexible working, including part time and job shares.

Most of our people are smart working – spending at least 50% of their time in our offices every week - combining the benefits of flexibility, with time together with colleagues.

To find out more about working at Aviva, take a look here.

We’d love it if you could submit your application online but if you require an alternative method of applying, please email us at GlobalRecruitment@avivainvestors.com.

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Aviva Investors is the asset manager for Aviva, the UK’s leading insurance, wealth and retirement business. With responsibility built into our investment processes, we create solutions fit for the future.

We have the capital, scale and influence to drive positive change in the world and we don’t take that responsibility lightly as we strive to do the right thing for our people, communities.

We bring together expertise from over 1,500 people in 14 countries connecting seamlessly as one team to deliver the best of our diverse expertise with every investment.

It takes all of us at Aviva Investors to contribute to creating an exceptional client experience, reflecting our innovation in sustainability.

Enjoy an inclusive environment, get rewarded for high performance and take control of your development.