POSITION: BUSINESS DEVELOPMENT EXECUTIVE

LOCATION: REMOTE WITH REGULAR TRAVEL TO BOURNEMOUTH

SALARY: £30,000 – £40,000 PLUS Realistic bonus potential of £5,000–£15,000 per annum increasing with experience

BENEFITS:

• Company-funded qualifications
• Pension scheme
• Death in Service (DIS) cover
• Private Medical Insurance (PMI)
• A flexible, collaborative working environment
• A well-established and growing business headquartered in Bournemouth

Looking to for your next step in level up your career in financial services? Our client is on the hunt for a driven and personable Business Development Executive who’s ready to make real impact.

Key Responsibilities

• As a Business Development Executive, you’ll be the bridge between professional introducers and the client’s estate planning solutions. This role is all about relationship-building, problem-solving, and driving growth. Here’s what you’ll focus on:
• Build and support strong partnerships with Financial Advisers, Solicitors, Accountants, and Estate Planners.
• Identify and research new introducers in your region and understand how our solutions fit their needs.
• Deliver engaging presentations, training sessions, and client-facing events.
• Guide new introducers through the onboarding process and help submit new business efficiently.
  Work with the Trust Administration Team to quickly resolve service-related queries.
• Keep detailed records in Hubspot (CRM) including activity logs and pipeline updates.

Learning & Development

We believe in investing in our team. You’ll have access to:

• Comprehensive training programs to master estate planning solutions.
• Ongoing professional development opportunities to sharpen your skills.
• Mentorship from experienced colleagues to help you grow in your role.

Team Collaboration

You won’t be working alone. Collaboration is key to our success:

• Partner with the Sales and Marketing teams to align strategies and achieve goals.
• Work closely with the Trust Administration Team to ensure seamless service delivery.
• Share insights and feedback to continuously improve our solutions and processes.

Candidate Profile

We’re looking for someone who:

• Has a background in financial services, or a related field.
• Is an excellent communicator with strong interpersonal skills.
• Is self-motivated and thrives in a fast-paced environment.
• Has experience with CRM systems (Hubspot preferred).
• Is eager to learn and adapt to new challenges

Ready to take the next step? Apply now and start the process to your next position in financial services.

We receive a high number of applications on a daily basis so we can only respond to successful applications. If you do not hear from us within 3 working days please assume your application has not been taken forward on this occasion. We may contact you in the future about other suitable positions.

Real Recruitment Solutions place an obligation upon all staff to respect and act in accordance with this policy and consistently review regulations to ensure our policy is updated and relevant across all aspects of recruitment in order to avoid unlawful or undesirable discrimination.