We are working with our client, a leading financial services firm in St Helier, Jersey, to appoint a Senior Business Development Coordinator into our client’s team. This is a permanent, non-client-facing position where you’ll play a central role in planning, executing, and evaluating business development activity across their fiduciary business, providing the committee with trusted analytical and coordination support.
Key Skills
- Business development analysis: Using data to track pipelines, conversion rates and revenue, turning insights into clear management information and dashboards.
- CRM expertise: Acting as a key user, ensuring data integrity, driving best practice and guiding colleagues on system use.
- Project and committee coordination: Organising committee meetings, agendas, minutes and action tracking to support governance and strategic initiatives.
- Market and competitor research: Conducting market mapping and desk research to support “go to market” planning and intermediary programmes.
- Stakeholder communication: Building effective relationships with senior stakeholders and coordinating responses to RFPs and due diligence requests.
- Report and document preparation: Producing proposals, pitches, briefing packs and client-facing presentations with high attention to detail.
What you’ll do
- Track and manage new business opportunities, referrals and prospective client engagements.
- Prepare high-quality proposals, pitches and presentation materials for clients and intermediaries.
- Produce regular management information, dashboards and performance reports.
- Conduct market, competitor and intermediary research to identify new business opportunities.
What you’ll need
- A good academic background, educated to a minimum of A levels (or equivalent).
- A relevant professional qualification.
- At least 5 years’ experience in a professional services environment.
- Strong knowledge of CRM systems, Microsoft Office and data-driven reporting.
- Excellent organisation, communication and stakeholder management skills.
Why Join?
- Play a pivotal role in shaping business development strategy within a respected financial services firm.
- Gain exposure to senior stakeholders and strategic projects across our client’s team.
- Develop your career in a sophisticated fiduciary environment with a strong focus on growth and performance.
More information about this role is available upon request – contact the team today for further details.
