Business Development Executive

We are seeking a highly self-motivated and talented individual to join our IBOSS Business Development team, Head Office located in Harrogate. The role is Business Development Executive. The role can be offered as hybrid or WFH for the right candidate with direct reporting into to Chris Metcalfe, Chief Investment Officer and MD of IBOSS and day to day reporting to the BDM Team. You'll be responsible for supporting our Business Development team win new firms and achieve team targets with a view to securing long-term partnerships with IBOSS Asset Management,

• To support and drive sales by targeting new business opportunities to promote and sell the IBOSS DFM MPS, Multi Asset OEIC funds, KW Personal DFM and AIM products via an array of communication channels directly to IFA businesses nationally.
• Working closely with our Business Development and Marketing department, you'll proactively follow up on marketing campaigns, obtain fact-finding research from IFA Firms by phone and conduct outbound telephone calls to decision makers to ensure campaigns have been delivered and received with the objective to moving the firms onto the next stage by booking a meeting in the diary for the BDM and assisting with any early stage questions the firms may have.
• Regularly reviewing open lists following up on direct campaigns to new prospects and following up with key decision makers as discussed with BDMs
• Actively record IFA Firm data obtained on IBOSS's internal CRM system whilst continuing to update all prospect data that aligns to GDPR rules and regulations.
• Support our Business Development Managers to send out further marketing material, organise team presentation decks with the other business development support or any on-going administrative tasks as required by the BDMs ensuring maximum engagement is always externally focused.
• You will be required to work closely with the Investment Team to understand the IBOSS Investment Philosophy in order to promote this to the IFA Marketplace during your calls.
• Attend regular webinars, meetings, and calls alongside the Business Development Manager to form key long-term partnerships.
• Effectively discuss and agree on contact plans with the Business Development team for each prospect.
• Organise Investment team presentation decks in a timely manner and attend the meetings in order to build the IFA Firm relationships as early as possible.
This list is not exhaustive, and you will be expected to undertake any other task as reasonably requested by your line manager and BDMs where appropriate training and/or guidance is provided., Kingswood is passionate about creating a unified and consistent culture across all of our locations and business activities. All employees are expected to take responsibility for embodying our 'One Kingswood' behaviours and supporting others to live these behaviours too. Our Kingswood behaviours are:
• Support and empower - we recognise others' contributions and collaborate to support success.
• Demonstrate Respect - we listen to understand and consider the impact of our words and actions.
• Continuously Evolve - we are curious and positive in our approach; providing constructive feedback to support growth.
• Champion Inclusivity - we embrace individuality and openness to create a vibrant, welcoming environment for all.
• Uphold Responsibility - we treat others fairly and always learn from our mistakes
  
  This is a strategic role which will require an individual who has previous experience working in DFM MPS ideally, conducting extensive research on organisations and confident making outbound communications regularly., Someone who has a good understanding of the IFA process and market place and can distinguish what IFAs we are looking for in outsourced DFM partners.
• You will have a skillset of being able to build a rapport with people that you speak to early on in conversations
• Excellent influencing skills required
• Previous experience working within a Business Development team, preferably with experience in DFM MPS Wealth/Investment management industry.
• A keen interest and understanding of Investments / markets ideally but not essential, a willing to learn is essential
• Knowledge of DFM MPS preferred
• An organised and self-motivated individual with a "bounce-back" attitude from a high rate of non-returned calls and email responses is imperative with a 'can do' attitude
• Confident and articulate in communication via telephone
  
  IBOSS Asset Management (IAM) are an Award Winning Boutique Asset Management Company with a 15+ year track record of providing outsourced Investment Solutions to the IFA Market place.
IAM are owned by the same group Kingswood Holding Limited and share the same Investment team and Investment strategy. In total, IBOSS have assets under influence and management of £2bn. IAM manages the DFM MPS to a range of risk outcomes available via wrap platforms, offering 32 DFM Managed Portfolios., Here at IBOSS Kingswood Group, we're all about our people and are committed to recruiting and maintaining a diverse workforce. We celebrate, recognise, and appreciate our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability. We're continually learning and improving our processes and policies to ensure an inclusive culture for all our employees. That's why upon joining IBOSS Kingswood, you'll be able to contribute to our overall values to continue to make us one of the best places to work. In addition to this, we promote employee recognition and some of the top career development opportunities for those that are looking to progress. Teamwork, inclusivity, and culture in our business is really important to us - whilst we continue to add new benefits to offer the very best to our Kingswood Group, here is a rundown of our core benefits available to our fantastic employees:
• 26 days annual leave - including a day of for your birthday!
• Cycle to work scheme - If you're an individual who enjoys a cycle into work, we've got you covered when it comes to saving money on a bike or equipment to use for commuting to our office locations.
• Life Assurance - An insurance that pays out a lump sum to your family should you pass away in service.
• Private healthcare - you'll be able to provide cover for you and your family, by being granted access to our fabulous private healthcare (through Vitality), on top of receiving free annual eye tests (private healthcare is subject to one years' service)
• 2 paid volunteering days - per year, for you to dedicate your time to a cause you are passionate about.
• Enhanced Maternity and Paternity pay for all our Kingswood Group