The main purpose of the role is to develop and grow relationships with other professionals such as Accountants, Lenders, and Lawyers, and help to connect them with the wide range of services and solutions we provide to help them, and their clients solve their business challenges. The BDM focuses on building trust with their network of referrers, and does not “push” our services onto them, but helps their contacts to connect the dots between what we do at Leonard Curtis, and how that could help them or their clients.
We are expanding across the UK and regularly have similar opportunities in other regions, so if this role is not in your preferred location but aligns with your experience and aspirations, we would still welcome your interest.
Job Requirements
* At least 2 years experience in a Business Development role
* Strong communication and interpersonal skills with the ability to build rapport at all levels.
* Self-motivation with the ability to use initiative and be proactive.
* A willingness to learn and be flexible.
* Excellent Telephone skill.
* Strong attention to detail.
* Polite with a calm and professional manner, and a positive outlook.
* Good computer skills (including Outlook, Microsoft Word, Excel and CRM systems)
* Diary Management and organisational skills.
* Experience in Financial Services
* Degree Qualified
* Previous experience of working with Accountants or in a client-facing role, such as Business Development Executive or Client Manager
* Experience growing and developing a portfolio of contacts, both from a volume and revenue perspective
* Some technical experience in Accountancy, Insolvency or Law is an advantage
Job Responsibilities
* To identify opportunities and generate income across all divisions of Leonard Curtis by establishing trusted relationships with independent Accountancy firms, Law firms, Financial Services, and other professionals.
* Manage a portfolio of professional contacts, both existing and new, and use relationship management techniques to understand them, their clients, and how we can build opportunities to work together.
* Build “Growth Plans” with the local Director team on the clients that you want to build relationships with, and the strategies you will use to do this, and work closely with the team to deliver the actions and goals on the plans.
* Meet with Accountants / other professionals face-to-face or over Zoom, to understand the needs of their clients and identify the most appropriate solution.
* Develop a good understanding of the products and services that Leonard Curtis offer.
* Work closely with Leonard Curtis Directors and Specialists to introduce our service lines to existing accountant contacts and further develop these relationships.
* Use prospecting skills to identify and secure new relationships with professional contacts.
* Manage a pipeline of new opportunities to ensure potential clients and cases are followed up in a timely manner.
* Attend networking events, seminars and group social events that enhance your network, and help to build the Leonard Curtis brand.
* Support the organisation of Business Development events, arranging and confirming delegate attendance and ensuring effective delivery
* Ensure that all information relating to calls, emails and meetings is regularly recorded on the CRM system.
* Salary aligned with your skills and expertise
* 27 days holiday allowance plus statutory public holidays
* A clear progression route to further your career
* Birthday leave
* 2 giving back days per year. We encourage our team to support the wider community by providing paid leave to work with local charities or good causes
* A hard working, fun and professional working environment
* Enhanced family friendly policies, including enhanced Maternity pay
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