Business Development Associate, Aviva
UK Wealth, 12 month Fixed Term Contract
+ Discretionary bonus incentive opportunity + Aviva shares
Insurance, wealth and retirement business
Open for applications
Insurance, wealth and retirement business
1001+ employees
Open for applications
+ Discretionary bonus incentive opportunity + Aviva shares
1001+ employees
Company mission
To be with people when it really matters, throughout their lives.
Role
Who you are
- Understanding of the UK discretionary wealth landscape, including discretionary fund management and private banking
- Ability to build effective internal relationships across Aviva Investors to deliver client solutions - with energy and pace
- Solid understanding of liquid markets and investment products; understanding of private markets is an advantage
- Proficient user of lead generation and sales management tools, notably Salesforce and Fundpath
- Strong PowerPoint, Excel, written and verbal communication skills
What the job involves
- We’re looking for a driven and relationship-focused Business Development Associate to support the UK discretionary wealth team on a 12 month fixed term contract basis! In this role, you’ll support the delivery of net new sales from their target client base, encompassing discretionary wealth managers, family offices, endowments, UK-based teams of Global Financial Institutions
- Operating in a fast-evolving market, you’ll engage with key decision-makers, positioning tailored, solutions-led propositions that align with client needs and business objectives
- You’ll play a critical role in growing assets under management, uncovering new business opportunities, and strengthening existing relationships through consistent, high-quality client engagement. Through your professional conduct in one-to-one meetings and at industry events, you’ll help foster a positive market perception of Aviva Investors and enhance our reputation within the discretionary wealth community
- As a key member of a highly collaborative team, you’ll work closely with Investments, broader UK wealth team, and wider Sales colleagues to deliver a seamless, market-leading client experience. You’ll support the broader sales function by maintaining accurate and up-to-date systems and client records, while providing valuable client insights and perspectives to inform internal discussions and contribute to the ongoing development of our propositions and sales strategy
- Investment expertise means nothing if clients don’t experience it. Our business development and client experience teams build trusted relationships across regions, while our marketing, investment, and communications teams showcase what sets us apart – powering our growth
- You will support the delivery of regional new business and AUM growth targets by building strong relationships with discretionary wealth managers, family offices, endowments and UK based GFI’s and identify opportunities to initiate new client relationships and grow, broaden and deepen existing ones across the team
- Act as liaison between the sales teams and other areas of Aviva Investors, coordinating responses to prospective client requests
- Assist with lead generation and building a pipeline of new business opportunities through client research and tools such as Linkedin, Fundpath, and Factfind
- Ensure accurate record maintenance in CRM systems so that activity, pipeline, and expected revenues and progress are accurately reflected
- 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
- Assist with client follow ups after meetings, and with the creation and distribution of marketing campaigns
- In this role you’ll be ‘Certified’ under the Financial Conduct Authority / Prudential Regulation Authority’s Senior Managers and Certification Regime (SMCR)
- This means that we’ll need to complete some regulatory background checks on you before you take up your role and we’ll need to ask you some questions on an annual basis to make sure you remain ‘fit and proper’ and competent to carry out your role. We’ll provide training on what holding a SMCR role means when you join us and annually thereafter
- Excited but not sure you tick every box? Even if you don’t, we would still encourage you to apply
Application process
- End Date: July 29, 2026
Salary benchmarks
Our take
With 18 million international customers, Aviva is the largest provider of insurance and leading life and pension funds in the UK. With a history that dates back to the founding of Hand in Hand Fire & Life Insurance Society in 1696, Aviva’s current form is thanks to a merger between Norwich Union and CGU plc in the year 2000.
Over the noughties, Aviva grew its market out to Europe and established a high-profile foothold in America thanks to the most expensive advertising campaign of the time that included celebrities Alice Cooper and Bruce Willis. Into the 2010s, the insurance broker was forced to restructure and close a large number of its non-core businesses in a bid to increase its shareholder returns and streamline its focus. In 2012 it sold its US wing to Athene Holding to further this goal.
Now stripped back after selling off subsidiaries in Indonesia, Italy, and many other countries, Aviva is refocusing on pensions. In the wake of a Pensions Dashboard Programme delay in the UK, Aviva partnered with the likes of Scottish Widows, Legal & General and Standard Life to participate in the programme as a leader in its field. This exemplifies Aviva’s renewed focus on the fintech sector, all whilst serving as a national analyst during the cost-of-living crisis, thanks to its annual Age of Ambiguity study.
Steph
Company Specialist at Welcome to the Jungle
Insights
2% employee growth in 12 months
Company
Company HQ
City of London, London, UK
Leadership
Amanda Blanc
(Group CEO)Currently Group Board Non-Executive Director at BP. Previously Chairman of the Welsh Rugby Union, Senior Advisor at Trov, CEO at Zurich Insurance Company.
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