Associate Director of Business Development, Abrdn
Savings & investment company
Open for applications
Savings & investment company
501-1000 employees
Open for applications
501-1000 employees
Company mission
Helping clients to prepare for the future
Role
Who you are
- Knowledge of the Adviser Industry – Products, platforms and regulations
- Knowledge of Wealth Management, the DFM Industry and Multi-Asset portfolio solutions
- Excellent Communication Skills / 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
What the job involves
- The UKW UK Retail team works in partnership with the UK Distribution Business Development Directors and Associate Business Development Directors by providing a 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
- 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, contributing 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
- To 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 as needed to cultivate relationships with clients and identify new business opportunities
- To provide timely and relevant investment information to targeted panel - this includes information on product launches, ongoing changes to products and special offers and campaigns
- To provide proactive support to panel for campaigns and road shows and to work with other members of the UK Retail team to support national account roadshows
- To build relationship with 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, & Consumer Duty obligations
Application process
- End Date: October 9, 2025
Our take
Abrdn, formerly known as Standard Life Aberdeen, is a global investment company helping its clients to save and invest for their futures. It operates three businesses - Investments, Adviser and Personal - and has been operating since way back in 1825.
Nowadays, atop its investment and advice services, the company delivers two platforms for financial advisers. The first, Wrap, enables users to build and manage portfolios for each client. It also includes SIPP drawdown capabilities - which means advisers can choose the best platform charges when client assets are at their highest. The second, Elevate, encompasses a suite of tools for advisers to save time and make sure their clients are informed.
In 2023, Abrdn announced "adviserOS", which represents an upgrade to their platform offerings. There is limited information to go on, but the company claims this new venture will be simpler and data-led, as well as require less admin. It will be interesting to see if this new release keeps pace with tech developments across the investment space and allows abrdn to continue as an innovator.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Company HQ
Edinburgh New Town, Edinburgh, UK
Leadership
Jason Windsor
(CEO)Previously CFO at Persimmon Homes, Group CFO at Aviva and was the Managing Director of Morgan Stanley.
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