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Business Development Support
About the Role
We are seeking a talented individual to join our Business Development team at Fundhouse. This is a hybrid working role, with a requirement to work in our London OR Manchester office 3 days per week.
As a Business Development Support, you will play a key part in supporting client service excellence, driving business growth, and delivering impactful events and communications.
If you are ambitious, proactive, and eager to contribute to a growing, innovative team, this is the perfect opportunity to advance your career in the wealth management industry.
Responsibilities
We will count on you to:
- Maintain and service relationships with existing clients, delivering an industry-leading, high-touch service.
- Support Business Development Managers in acquiring, developing, and managing relationships with new prospects to grow the Model Portfolio Service (MPS).
- Assist with day-to-day business development activities including event and webinar execution, CRM maintenance, and preparation of client materials such as presentation decks and RFPs.
- Manage timely responses to client communications and collaborate with internal teams to ensure excellent service delivery.
- Participate in project initiatives and internal forums to enhance client experience and support team growth.
Requirements
What you need to have:
- A client-first mindset with strong interpersonal and communication skills, confident and personable in engaging a diverse client base.
- Organised, responsive, and proactive with excellent attention to detail and the ability to clearly articulate investment views.
- Self-sufficient in daily tasks while collaborating effectively with the wider team.
- Awareness of compliance responsibilities and professional standards, with alignment to Fundhouse’s brand and values.
- Proficient in standard MS Office applications and demonstrates a genuine interest in markets, portfolios, and the adviser community.
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What Makes You Stand Out
- Prior experience working with financial advisers and MPS clients, with a background in managing client relationships.
- Strong people skills, ethics, and a passion for building lasting client relationships.
- Highly motivated to support Business Development Managers and contribute to the growth of the MPS business.
- Investment qualifications and at least 2 years’ experience in a client-facing, investment-related role.
Why Join Our Team
- We support your growth through professional development opportunities, engaging work, and supportive leadership.
- We foster a vibrant and inclusive culture where you can collaborate with talented colleagues to create innovative solutions and make a meaningful impact for clients, colleagues, and communities.
- Our scale provides a wide range of career opportunities, alongside benefits and rewards designed to enhance your well-being.
#hybrid
Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.
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Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at reasonableaccommodations@marsh.com.
Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
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