Business Development Executive
Are you looking for a rewarding career in financial services with an expanding, forward thinking company? Do you have a friendly and approachable manner and take pride in providing a professional, high quality and personal service to clients? If so, we are searching for enthusiastic and hardworking individuals to join our team.
We are looking for a professional who will provide first line client service for the company and assist with arranging suitable appointments with our team of Advisers. You will be speaking with warm, engaged enquiries generated from our extensive marketing activity. The ideal candidate will have excellent communication skills (both written and interpersonal), the ability to talk competently with affluent clients and an interest in personal finance, as well as competent IT and data entry skills and a high level of attention to detail.
Responsibilities
- Being the first point of contact for prospective clients looking for financial advice
- Placing outbound calls for follow-ups and engaging with prospective clients via phone and email
- Scheduling and confirming appointments
- Answering inbound telephone calls and being the first line of support for the company.
- Explaining concisely the basis of our service proposition and directing the enquirer to the most appropriate of our services
- General administration tasks
- To implement and comply fully with the Company’s Information Security Policy
- Any other relevant duties as directed and in line with the grade of the post
Benefits
- Company discretionary bonus scheme;
- Full time hours - Monday to Thursday 9.00am and 5.30pm / Friday – 9.00 – 5.00pm – 1 hour for lunch;
- 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
- Private Healthcare*;
- Group Income Protection;
- Life Assurance;
- Eye Care Scheme;
- Wellbeing programme;
- Bike to Work Scheme;
- Full support with professional qualifications;
*after qualifying period
Knowledge, Skills and Experience
- Effective verbal and written communication skills including the ability to handle and overcome objections
- Good IT skills with experience of using MS Outlook, Word, and Excel
- Experience of providing excellent customer service
- High level of accuracy and attention to detail
- Effective organisational skills
- Ability to work co-operatively with other members of the team
- Department
- Marketing
- Locations
- Bath
- Remote status
- Hybrid
- Employment type
- Full-time
Bath
Workplace & culture
At TPO, we are passionate about people and want to ensure our colleagues are excited about the integral part they play in our business. We believe in personal and long-term relationships with our colleagues and therefore attach great importance to getting to know you, your skills, your goals and aspirations. Being a part of the TPO family, means working in a supportive and fun team environment where you will be challenged and empowered to reach your full potential.
TPO is committed to continually making diversity, inclusion and equality the heartbeat of our culture.
Business Development Executive
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