Business Development Associate - UK Advisory (Wealth) at Aviva Investors | London, United Kingdom | Rezi

Business Development Associate - UK Advisory (Wealth) at Aviva Investors

Business Development Associate - UK Advisory (Wealth)

Aviva Investors · London, United Kingdom

3 weeks ago

Business Development Associate - UK Advisory (Wealth)

Aviva Investors · London, United Kingdom

24 days ago
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About the Role

This role supports the delivery of regional new business and AUM growth targets by building strong relationships with tier 1, 2 and 3 IFA/intermediary firms and identifying opportunities to grow our presence across the region. Working closely with colleagues across Sales, Investments and Marketing, you will help drive client engagement, support business development activity and ensure our proposition is clearly positioned in the market.

Responsibilities

  • Building and maintaining relationships with adviser and intermediary firms to drive new business opportunities.
  • Supporting lead generation through client research, fact-finding and the use of tools such as LinkedIn and Fundpath.
  • Coordinating responses to client enquiries and acting as a liaison between Sales and wider business teams.
  • Hosting client meetings and supporting follow-up activity to progress opportunities through the pipeline.
  • Maintaining accurate CRM records, ensuring client activity, pipeline and revenue forecasts are up to date.
  • Assisting with the creation of presentations, sales materials and targeted marketing campaigns.
  • Supporting the planning and delivery of client events, including post-event engagement and reporting.
  • Monitoring prospective client activity and providing regular updates and insights to the sales team.
  • Driving growth across the UK IFA/Wholesale market, supporting the North, Scotland, and Ireland regions.
  • Identifying and initiating new client relationships while broadening and deepening engagement with existing adviser firms.
  • Building and taking ownership of a client bank, developing strong partnerships and driving increased adoption of multi-asset investment solutions.
  • Engaging with key decision-makers, positioning tailored, solutions-led propositions that align with client needs and business objectives.
  • Growing assets under management, uncovering new business opportunities, and strengthening existing relationships through consistent, high-quality client engagement.
  • Fostering a positive market perception of Aviva Investors and enhancing reputation within the adviser community through professional conduct.
  • Working closely with Investments, Marketing, and wider Sales colleagues to deliver a seamless, market-leading client experience.
  • Maintaining accurate and up-to-date systems and client records.
  • Providing valuable client insights and perspectives to inform internal discussions and contribute to proposition and sales strategy development.

Requirements

  • Must be 'Certified' under the Financial Conduct Authority / Prudential Regulation Authority’s Senior Managers and Certification Regime (SMCR).
  • Will require regulatory background checks.
  • Will require annual 'fit and proper' and competence checks.

Skills

  • Relationship building
  • Client engagement
  • Sales
  • Investment solutions
  • CRM
  • Presentation skills
  • Marketing campaign support
  • Event planning
  • Client research
  • Fact-finding
  • Communication

Location

  • London

Work Type

  • Hybrid
  • Smart working (at least 50% in office)

Experience Level

  • Associate

Benefits

  • Discretionary bonus incentive opportunity
  • Generous pension scheme (Aviva will contribute up to 14%)
  • 29 days holiday plus bank holidays
  • Option to buy or sell up to 5 days holiday
  • Aviva-funded Private Medical Benefit
  • Up to 40% discount on Aviva products
  • Retailer discounts
  • Up to £1,200 of free Aviva shares per year through Matching Share Plan
  • Save As You Earn scheme
  • Supportive parental and carer’s leave policies
  • Flexible benefits
  • Sustainability options (e.g., cycle to work)
  • 3 annual volunteering days

About the Company

  • Aviva Investors is the global asset management business of Aviva plc, managing £261 billion in assets with a 1,000-strong team across nine countries.
  • They focus on matching investment approaches to client needs, delivering client-focused solutions worldwide.
  • The company emphasizes collaboration, responsible operations, and understanding client goals to design lasting solutions.
  • They have a long track record in sustainable investing and a commitment to doing the right thing for clients and communities.
  • Aviva Investors aims to create an exceptional client experience through its business development, client experience, marketing, investment, and communications teams.
  • Aviva Investors is the asset manager for Aviva, the UK’s leading insurance, wealth and retirement business.
  • They have the capital, scale, and influence to drive positive change and take responsibility seriously.
  • They bring together expertise from over 1,500 people in 14 countries, connecting seamlessly as one team.
  • They offer an inclusive environment, reward high performance, and support career development.

Equal Opportunity

  • Aviva is for everyone: We’re inclusive and welcome everyone – we want applications from all backgrounds and experiences.
  • We also consider all forms of flexible working, including part time and job shares.