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Business development executive

Liverpool (Merseyside)
Meraki Talent
Business development executive
Posted: 28 February
Offer description

Business Development Executive (Home-Based – UK Travel Required)


Our client is seeking a motivated Business Development Executive (BDE) to support the growth of assets under management by building strong relationships with UK financial advisers.


This is an excellent first step into a front-line business development career for someone with experience in sales support, adviser services, or a client-facing role within financial services.


Key Responsibilities

* Develop and manage relationships with financial advisers across assigned regions
* Deliver engaging, compliant presentations on the company's investment solutions
* Identify new business opportunities and drive AUM growth
* Represent the company at industry events and conferences
* Maintain accurate CRM records and provide pipeline reporting


About You

* Strong communicator with excellent organisational skills
* Confident promoting investment solutions to advisers
* Able to work independently and manage priorities effectively
* A-Level standard (industry qualifications such as IMC, CII or CFA beneficial)


This home-based role involves extensive UK travel and offers structured development, coaching, and career progression within a growing commercial team.

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