Our client a well established Financial Institution are currently looking to recruit an Account Executive to support the Business Development Director. Administrative & Operational Support • Manage the BDM’s calendar, schedule internal and external meetings. • Prepare meeting agendas, take minutes, and ensure timely follow-up on action items. • Draft, proofread, and format correspondence, reports, and presentations. • Handle incoming communications and respond on behalf of the BDM where appropriate. Client & Partner Engagement • Act as a first point of contact for clients, prospects, and professional partners. • Organise and support client review meetings, including preparation of client packs and documentation. • Maintain and update client records in the CRM system, ensuring accuracy and compliance. • Coordinate events, webinars, and networking opportunities to support business development efforts. Business Development & Marketing Support • Assist in the preparation of marketing materials, proposals, and pitch documents. • Conduct research on prospective clients, market trends, and competitor activity. • Track and report on business development activities, pipeline progress, and conversion metrics. • Support the BDM in managing introducer relationships and partnership agreements. Compliance & Documentation • Ensure all client and business development documentation complies with FCA regulations and internal policies. • Assist with the preparation and submission of compliance reports and audit materials. • Maintain confidentiality and data protection standards at all times. Project & Process Management • Support the implementation of new business initiatives and process improvements. • Coordinate cross-functional projects involving advisers, paraplanners, and administrators. • Monitor deadlines and deliverables to ensure timely execution of strategic plans. Technology & Systems • Maintain and optimise use of CRM and workflow systems. • Generate reports and dashboards to support decision-making and performance tracking. Financial Support Responsibilities • Assist with the preparation and reconciliation of expense reports and budgets. • Track business development costs and ensure alignment with budget forecasts. • Support invoice processing, supplier payments, and liaise with finance teams. • Maintain accurate financial records for reporting and audit purposes. `HR Support Responsibilities • Coordinate recruitment logistics including interview scheduling and candidate communication. • Assist with onboarding of new hires, including preparation of induction materials. • Maintain employee records and support compliance with HR policies and procedures. • Help organise staff training, appraisals, and performance review documentation. • Support internal communications and employee engagement initiatives