To proactively make calls, send emails and manage outbound campaigns and appropriate inbound enquiries from Advisers.
To ensure all key Adviser data and activity is captured and updated on our internal systems.
To act as a liaison between BDMs, Advisers and Investment Managers.
To attend Adviser meetings with BDMs ensuring all required documentation is prepared in advance, together with any logistical planning.
To research Adviser firms, including the use of Financial Clarity data, Linkedin, websites, etc.
Undertake regular strategy meetings with BDMs to plan, discuss and organise activities.
Co-ordination of the distribution of regular communications to Advisers.
External and internal event planning and organisation with attendance when required.
To identify new sales opportunities and pass these through to the Sales team.
To support all new IFA relationships and assist with account opening and ongoing servicing.
To support the BDMs and in turn, the channel with business retention.
To provide consistent delivery and good client outcomes in accordance with RBC BD values, policies and regulatory requirements.

Proven experience of working within a sales team and good working knowledge of the Adviser market.
Experience using Financial Clarity and FE Analytics (or equivalent) and MS Excel.
Professional industry qualifications or working towards CII or CISI.
Excellent written and oral communication skills.

Business Development, Sales Support

Key skills