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Business Development Sales Support

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Brewin Dolphin

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Location:
United Kingdom , London

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

We have a fantastic opportunity available for a Sales Support to join our Intermediaries – Business Development division in either London or the South West. In this role you will provide proactive relationship management with Intermediary firms, assist Business Development functions, to work with the local Brewin Dolphin offices, Investment Managers and contribute to the team delivery of annual AUM growth in the Intermediary market.

Job Responsibility:

  • To proactively make calls, send emails and manage outbound campaigns and appropriate inbound enquiries from Advisers
  • To ensure all key Adviser data and activity is captured and updated on our internal systems
  • To act as a liaison between BDMs, Advisers and Investment Managers
  • To attend Adviser meetings with BDMs ensuring all required documentation is prepared in advance, together with any logistical planning
  • To research Adviser firms, including the use of Financial Clarity data, Linkedin, websites, etc
  • Undertake regular strategy meetings with BDMs to plan, discuss and organise activities
  • Co-ordination of the distribution of regular communications to Advisers
  • External and internal event planning and organisation with attendance when required
  • To identify new sales opportunities and pass these through to the Sales team
  • To support all new IFA relationships and assist with account opening and ongoing servicing
  • To support the BDMs and in turn, the channel with business retention
  • To provide consistent delivery and good client outcomes in accordance with RBC BD values, policies and regulatory requirements

Requirements:

  • Proven experience of working within a sales team and good working knowledge of the Adviser market
  • Experience using Financial Clarity and FE Analytics (or equivalent) and MS Excel
  • Professional industry qualifications or working towards CII or CISI
  • Excellent written and oral communication skills

Nice to have:

  • Good knowledge of RBC BD investment propositions
  • Good knowledge of key regulatory and financial issues
  • An understanding and use of internal client data management and record keeping systems
What we offer:
  • Leaders who support your development through coaching and managing opportunities
  • Opportunities to work with the best in the field
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team

Additional Information:

Job Posted:
March 25, 2026

Expiration:
April 06, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

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