Associate Director of Business Development - FTC

Job Description

At Aberdeen, our ambition is to be the UK’s leading Wealth & Investments group.

Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent.

Our people put our stakeholders at the heart of everything they do by helping us make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society.

We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent.

• Interactive Investor (ii) – the UK’s second largest direct‑to‑consumer investment platform, enabling individuals to plan, save, and invest in the way that works for them.
• Adviser – our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers.
• Investments – a specialist asset manager focusing on public markets and alternative asset classes that capitalise on key market themes.

The UKW UK Retail team works in partnership with the UK Distribution Business Development Directors and Associate Business Development Directors by providing proactive sales service to financial advisers, platforms, sales colleagues in the Adviser Business and external 3rd‑party/life company providers. The appointed area can be changed as the business requires.

• Make 80 meaningful client contacts per month with full Salesforce notes written up in a timely fashion.
• Utilise existing tools such as Financial Clarity to generate and maintain client analysis, monitor trends, and contribute to strategy positioning and future product development/distribution strategy.
• Actively seek out account intelligence from every adviser/client interaction to ensure an effective distribution approach.
• Build a pipeline of sales opportunities and manage these opportunities within Salesforce.
• Act as a focal point of contact for Aberdeen Investments mutual fund queries from clients in this channel.
• Assist in preparing for adviser client meetings by providing pre‑meeting notes and presentation material.
• Collaborate with Marketing and Investment teams to ensure collateral production meets the UKW team’s needs.
• Represent Aberdeen Investments at events, conferences and seminars to cultivate relationships with clients and identify new business opportunities.
• Provide timely and relevant investment information to a targeted panel – including product launches, ongoing changes and special offers/campaigns.
• Provide proactive support to the panel for campaigns and roadshows, and work with other members of the UK Retail team to support national account roadshows.
• Build relationships with the targeted panel and provide ongoing dedicated contact to ensure they receive frequent updates on investment products, funds, market trends and competitor performance.
• Consume Duty & Treating Customers Fairly (TCF) – the role holder will be assessed on the fulfilment of customer needs and expectations in line with our TCF philosophy and Consumer Duty obligations.

• Knowledge of the Adviser Industry – products, platforms and regulations.
• Knowledge of Wealth Management, the DFM Industry and multi‑asset portfolio solutions.
• Excellent communication and sales skills.
• Excellent track record in maintaining relationships with individuals at all levels.
• Previous use of Salesforce or equivalent CRM preferred.
• IMC or similar industry qualifications preferred.

We are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire. One of our team will reach out to support you through your application process.

There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported.

When you join us,…