Business Development Associate

Company Description

Belvedere Wealth Management focuses on helping clients not only grow their wealth, but also maintain and invest it to achieve their future goals. The firm provides intelligent, tailored financial planning and independent advice that address a wide range of personal and business financial challenges. Clients can choose from a variety of services to create plans suited to their individual circumstances, whether they aim to grow, protect, or transfer their finances. Belvedere emphasizes customized strategies that adapt to modern life and avoids “get rich quick” schemes, relying instead on proven techniques to build valuable portfolios. The team is committed to long-term client relationships built on trust, transparency, and consistent results.

Role Description

This is a 2 year training role.

The Business Development Associate is the first step to becoming a Independent Financial Adviser. It is a full-time position based in London with a hybrid work arrangement, allowing some work from home. This role involves identifying and qualifying new business opportunities, conducting market research, and supporting lead generation campaigns. The associate will prepare and deliver presentations to prospective clients, collaborate with advisors to refine value propositions, and help maintain a strong sales pipeline. Daily responsibilities include engaging with prospects via calls, emails, LinkedIn, and Networking, tracking activities in CRM tools, and contributing to business development strategies. The role also entails coordinating with marketing to align outreach efforts and providing regular reporting on performance metrics and market insights.

The role will also involve supporting the Financial advisers, shadowing meetings, taking notes, and preparing client advice, in support of your training to become a Financial adviser.

As well as your day to day responsibilities, you will be required to pass all exams within a 2 year period, as such this role will require a lot of dedication and hard work.

Qualifications

• Candidates should possess strong Presentation Skills and experience creating and delivering effective Presentations.
• Candidates should possess skills in Lead Generation and Market Research to identify and develop new business opportunities.
• Candidates should possess excellent Communication skills, both written and verbal, for client-facing interactions and internal collaboration.
• Relevant experience in financial services, wealth management, or professional services business development is highly beneficial but not necessary as training will be provided.
• Bachelor’s degree in Business, Finance, Marketing, Economics, or a related field is preferred.
• Ability to work in a hybrid environment, manage time effectively, and use CRM and productivity tools with confidence.
• Strong analytical mindset, attention to detail, and a client-centric approach to relationship building.