Evelyn Partners
1001 - 5000 employees
💸 Finance
👥 B2C
🏦 Banking
💰 Private Equity Round on 2020-08
Finance • B2C • Banking
Evelyn Partners is one of the UK's top-tier wealth management and accountancy firms, offering a comprehensive range of services that include financial planning, investment management, personal tax services, and business advisory consulting. The firm specializes in helping individuals and families manage their wealth through various life stages, providing tailored solutions for retirement planning, tax strategies, and estate planning. Additionally, they support businesses with corporate finance, assurance services, and turnaround strategies, while also catering to the needs of charities and professional partners.
Director, Business Development – Financial Services
Job not on LinkedIn
🕒 April 24
🇬🇧 United Kingdom – Remote
⏰ Full Time
🔴 Lead
💰 Business Development (BDR)
🇬🇧 UK Skilled Worker Visa Sponsor
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Evelyn Partners
1001 - 5000 employees
💸 Finance
👥 B2C
🏦 Banking
💰 Private Equity Round on 2020-08
Finance • B2C • Banking
Evelyn Partners is one of the UK's top-tier wealth management and accountancy firms, offering a comprehensive range of services that include financial planning, investment management, personal tax services, and business advisory consulting. The firm specializes in helping individuals and families manage their wealth through various life stages, providing tailored solutions for retirement planning, tax strategies, and estate planning. Additionally, they support businesses with corporate finance, assurance services, and turnaround strategies, while also catering to the needs of charities and professional partners.
📋 Description
• Originate new business opportunities with prospective clients in the FS Sector • Identify and research target clients in the Sector to drive pipeline development and conversion • Lead and drive the sales process to convert prospects into new clients • Engage with prospects regularly and use this interaction to improve the firm’s brand, relationships and identify opportunities • Work with relevant teams and partners in the region to develop winning proposals that speak to the client’s needs and objectives • Manage sales information including conversion rates, key targets, pipeline management, KPIs and trend information • Drive progress on Sectoral strategy • Work closely with clients to help them navigate business opportunities and challenges • Generate a strong internal network, be experienced in data management and pipeline
🎯 Requirements
• Significant experience in the FS Sector, in London and across the UK • Comprehensive technical knowledge of the FS sector including regulatory environment, and nuanced operational requirements • An understanding of the Professional Services industry is a must • Proven track record of effectively managing and growing profitable client relationships both net-new and existing • Demonstrable track record of identifying, developing, winning and on-boarding new clients • Experienced user of Microsoft Office packages, in particular Word, Excel and PowerPoint • Track record of working with senior leaders and as part of an inclusive, collaborative sales team
🏖️ Benefits
• Competitive salary • Private medical insurance • Life assurance • Pension contribution • Hybrid working model (role dependent) • Generous holiday package • Option to purchase additional holiday • Shared parental leave • Cycle to work scheme • Season ticket loan • Eye care support
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