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About the Role
As an Internal Business Development Associate, you will play a critical role in our growth strategy, identifying and cultivating relationships with financial advisers and wealth managers to expand distribution channels for our tax-efficient products and income service. Working in close partnership with our experienced Business Development Managers, you'll have the opportunity to join a dynamic, high-growth enterprise where success is measured not just by numbers, but by the positive impact we create.
Responsibilities
- Cultivate a thorough understanding of Triple Point's proposition, championing our values as a passionate company advocate.
- Work within a collaborative pod structure, working alongside our exceptional Internal BDMs, BDEs and field-based colleagues.
- Engage financial advisers through a strategic blend of telephone calls, personalised LinkedIn communications and tailored emails.
- Deliver a minimum of 40 high-quality adviser conversations daily, with top performers consistently achieving upwards of 50 engagements.
- Meet and exceed performance metrics focused on securing adviser meetings and event bookings that drive business growth.
- Craft comprehensive briefing documents for BDMs, ensuring they are fully equipped with relevant information before meetings.
- Guide financial advisers in addressing their clients' investment needs through insightful education and practical solutions.
- Represent Triple Point at industry conferences and adviser events, building brand presence and capturing new opportunities.
- Maintain meticulous records within our CRM system, ensuring all client interactions are properly documented and accessible.
- Identify and cultivate promising prospects, continuously refreshing our new business pipeline with qualified opportunities.
- Convert webinar and event participants into scheduled meetings through timely, strategic follow-up that demonstrates our value proposition.
Requirements
- We are seeking our next cohort of entry level associates who can bring an exceptional approach to this role, recognising that client needs form the cornerstone of our business success.
- A proactive can-do attitude and collaborative spirit are non-negotiable qualities.
- Curiosity and learning mindset - Eager to learn, with an interest in financial services and developing commercial awareness.
- Demonstrate resilience and relationship building prowess, and a commitment to exceeding expectations in everything you do.
- Collaboration and adaptability - a team player with a flexible approach who contributes positively as the business evolves.
- Professional integrity - demonstrates honesty, accountability and sound judgement when working with clients and colleagues.
Skills
- Telephone calls
- Personalised LinkedIn communications
- Tailored emails
- CRM system
- AI and automation
Location
- Hybrid
Work Type
- Hybrid
- Full-time
Experience Level
- Entry level
Salary/Compensations
- Competitive salary
Benefits
- Contributory pension
- Hybrid/flexible working
- Ongoing learning and development opportunities
- Access to ChatGPT Enterprise
About the Company
- Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities.
- Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture.
- These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients.
- There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it.
- That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times 'Best Places to Work 2025 & 2026'.
Equal Opportunity
- Triple Point is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees.
- Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated by the company.
- Our aim is to create a welcoming and diverse work environment where people from all walks of life feel valued and supported.
- We actively encourage individuals from various backgrounds to apply for job vacancies and become part of our team.