Business Development Executive

About You

As part of our marketing team, this is a key role in developing our professional services. You will be engaged in a career as a Business Development Executive and be effective in identifying new business opportunities. Working alongside the Head of Business Development and supported by a Client Database Administrator, you will take responsibility for actively managing new business campaigns, identifying business development opportunities and securing qualified appointments.

You will work to challenging monthly targets, with the objective to help nurture high-quality long-term relationships that will lead to new business.

You will act as first point of contact and be responsible for making initial and follow up calls as required. You will be self-motivated, and someone who is not discouraged by rejection, but thrives on success.

You will be required to record information on our CRM System and report accurately to Board level.

You will have a strong personal drive to succeed. What will set you apart is your enthusiasm, ability to communicate, and to interact with prospective clients and contacts at all levels. You will be required to understand and market the excellent services for which our group of companies is known, and to further develop our portfolio of appointments.

What to expect when working with us

Dalriada Trustees Limited (Dalriada) is a leading independent trustee organisation which was established in 2000.

Dalriada is part of an integrated group of companies that includes Spence & Partners, a privately owned UK firm of actuaries, pension consultants, pension scheme IT specialists and administrators, with offices in, Belfast, Glasgow, Manchester, Bristol and London, with clients throughout the UK and Ireland, and Mantle, a data management, information security, software development and IT support business also in the pensions and financial services industry.

We believe in empowerment, and expect our colleagues to thrive in an environment of ownership where they quickly excel and gain recognition.

The business is based on a culture which aims to provide all of our clients with a high-quality professional service through strong personal relationships.

About the role

Having grown significantly since inception, we are looking to build upon the success of our new business campaign activity and we are committed to supporting continued growth across our businesses.

This role, reporting to the marketing function head or business development manager will involve working within a clearly defined KPI and target structure. You will be responsible for communicating our propositions both in writing and verbally over the telephone. You will be required to make a significant number of calls to prospective clients on a weekly basis and ensure these are accurately recorded. You will have the astuteness to flag any relevant leads to the appropriate parties. You will be targeted to arrange a number of new business meetings each month, and will be expected to work to a well-practiced and defined calling process. You will be expected to participate in weekly internal Business Development calls with our senior leadership team.

Essential Professional Experience & Knowledge

  • Five years + experience in a similar role within a pensions or professional services environment.
  • Experience and fully conversant with CRM systems, producing data segmentation, analysis reports and utilising the information for further progress.
  • Experience of developing BD campaign messaging and processes in business to business environment.
  • Experience of delivering a targeted number of calls each week and recording that detail for tracking purposes.
  • Strong user of Microsoft Office essential and experience of using CRM systems (Interaction). You will be computer literate and have the ability to accurately update the CRM database to ensure all interactions, calls and emails are recorded comprehensively to create a client profile.
  • Knowledge of the industry in which we operate.
  • You will be a competent communicator with previous experience of selling, calling, advising or servicing clients in a professional business to business (B2B) and business development environment.
  • You will enjoy providing first class customer service to all clients and peers.
  • You will be enthusiastic and willing to adapt to a varied role with ability to adhere to deadlines.

Desirable Professional Experience & Knowledge

  • Evidence of successful experience in a similar role and organisation.
  • You will have the ability to work comfortably to personal targets. You will good at planning and organising with the ability to use own initiative to continually identify new business opportunities.
  • Experience of working with defined benefit/defined contribution pension schemes.

Essential Educational Qualifications

  • Degree Qualified in a relevant discipline

Behavioural competencies for the role

Inspiring Leadership, strategic thinking, impacting and influencing, client engagement, collaborative working, problems solving, planned approach, professional approach.


Working hours, Monday to Friday, 37.5 hours per week.

Location: Flexible

A competitive remuneration package is on offer. Our Company is committed to work life balance and our flexi working policy and opportunity for remote working enables individuals to maintain that balance.

The role holder may be required to work across the United Kingdom and may be expected at times to travel.

There is a six month probationary period from commencement of employment.

As part of the pre-hire process the successful candidate will be subject to reference checking security vetting.

We are an equal opportunities employer.

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