About the Role

As a Business Development Executive, you will play a key role in helping Attivo continue to grow by engaging prospective clients and developing opportunities from outbound telephone activity, enquiries, marketing campaigns, events and strategic partnerships. Working closely with our Financial Planners, you will build positive relationships with prospective clients, take the time to understand their goals and circumstances, and identify suitable opportunities to arrange introductory meetings. You will be one of the first points of contact for many clients, helping to ensure they receive a professional and positive experience from their first interaction with Attivo.

This is a fast-paced and rewarding role where you will work towards individual and team objectives while maintaining excellent client service standards. You will also support Financial Planners by providing detailed qualification notes, managing appointment attendance and maintaining contact with prospects where required to support the onboarding journey. The role would suit a motivated and personable individual who enjoys building relationships, communicating with people and delivering excellent customer service. You'll be highly organised, resilient and comfortable working in a target-driven environment, with a genuine desire to help prospective clients take the next step in their financial planning journey.

About You

You are a confident communicator with a genuine passion for helping people and building relationships. You enjoy engaging with prospective clients, asking the right questions and understanding their needs to identify suitable opportunities. You will have experience with telesales, business development or lead generation in a customer focused role. You are comfortable handling objections, working towards targets and managing multiple prospects simultaneously. You are highly organised, resilient and motivated by achieving results while delivering an exceptional experience for every interaction. You are equally comfortable working independently and as part of a collaborative team, ensuring accurate records are maintained and following structured processes to support both client and business outcomes.

Key Responsibilities Include

• Contacting prospective clients from a variety of lead sources, including marketing campaigns, events, referrals and partnerships to generate new business opportunities through outbound telephone activity.
• Building rapport with prospects and effectively communicating the benefits of Attivo's services.
• Qualifying prospects against agreed criteria and identifying suitable opportunities for Financial Planners.
• Managing and responding to enquiries promptly and professionally.
• Following up leads consistently to maximise conversion opportunities.
• Booking meetings for Financial Planners and ensuring prospects are fully informed ahead of appointments.
• Supporting appointment attendance and maintaining contact with prospects where required.
• Building strong working relationships with Financial Planners and other internal stakeholders.
• Maintaining accurate, complete and compliant records within the CRM system.
• Following company procedures and regulatory requirements at all times.
• Contributing to individual, team and business development objectives.
• Supporting ad-hoc projects and initiatives as required by the business.

Essential Skills

• Experience in telesales, business development or lead generation.
• Strong telephone communication and relationship-building skills.
• Confident qualifying prospects and handling objections.
• Target-driven with a strong work ethic and resilience.
• Strong attention to detail, time management skills and commitment to maintaining
  accurate records.
• Experience using CRM systems and following structured sales processes.
• Ability to work both independently and collaboratively within a team.
• Professional, positive and customer-focused approach.

Desirable Skills

• Experience within financial services or an IFA environment
• Understanding of regulated financial advice and client onboarding processes
• Proven track record of achieving or exceeding sales and business development targets.
• Experience supporting client relationship management activities.

Salary and benefits

• Negotiable depending on experience
• Commission Based Bonus Scheme
• London Living Allowance (if eligible)

Attivo also offers

• Non-contributory Pension Scheme (8%)
• Private Medical Insurance
• Cashplan
• Income Protection
• Critical Illness
• Death in Service
• Parking allowance
• Generous holiday allowance, rising with length of service
• Work from home and flexible working available
• Excellent culture, promoting employee wellbeing and engagement.

Recruitment Policy
Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.

Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check.

Attivo do not use recruitment agencies, and we respectfully ask that agencies do not contact us regarding posts advertised on this site.

Privacy Policy
Please visit our website to view our full privacy policy for prospective employees.