ADVFN

Business Development Rep

• Relentlessly prospect via cold calling, cold emailing, and LinkedIn outreach to identify and qualify new business opportunities.
• Build and manage a target list of UK issuers and capital markets stakeholders (CEO/CFO/IR/Marketing decision-makers).
• Consistently generate qualified meetings through outbound sequences and follow-up campaigns.
• Break through gatekeepers and engage senior stakeholders with confidence and professionalism.
• Use modern tools and AI-assisted workflows to accelerate research, personalisation, and outreach efficiency.
• Maintain accurate records of activity, notes, and pipeline stages in Salesforce (or assigned CRM).
• Collaborate with senior leadership on messaging, targeting, and positioning to convert opportunities into revenue.
• Attend industry events or networking opportunities occasionally (optional/when relevant).

Business Development Associate – Capital Markets

Client Services Representative

• Build a pipeline of UK prospects (AIM/Main Market issuers, wealth brands, brokers, advisers, IR/PR partners).
• Execute outbound campaigns across cold email, phone, and LinkedIn with consistent weekly targets.
• Research and identify decision-makers (CEO/CFO/IR/Marketing), uncover needs, and qualify opportunities.
• Book meetings and hand off qualified opportunities to senior sales leadership as needed.
• Track activity, notes, and pipeline stages accurately in Salesforce (or assigned CRM).
• Contribute to outreach messaging, sequences, and testing to improve conversion over time.
• Coordinate and set up campaign deliverables, including: Email/newsletter set-up (audience selection, scheduling, QA, link checks, tracking)
• Banner advertising coordination (specs, creative approvals, trafficking support, deadlines)
• Sponsored articles / content distribution (workflow, approvals, publishing timelines)
• Collect assets from clients and ensure timely approvals (logos, images, copy, disclaimers, landing pages).
• Liaise with internal stakeholders to ensure smooth execution and on-time delivery.
• Maintain clean internal checklists and provide post-campaign wrap notes / basic performance summaries.
• Follow internal compliance and approval processes for issuer communications and marketing activity.
• Operate with discretion, accuracy, and professionalism when dealing with public companies and market-facing materials.

Business Development Associate – Capital Markets

Business Development and Campaign Operations Associate – Sales and Client Services