Internal Business Development Associate

The Function & Team

 Our purpose is to raise and retain assets under management (AUM) for Triple Point to help drive the growth of the business. We accomplish this by providing innovative financial solutions that support financial advisers in helping people with their financial goals. We aim to be a trusted partner and are committed to building relationships built on trust, transparency, and integrity.

The Role

As an Internal Business Development Associate, you will play a critical role in our growth strategy, identifying and cultivating relationships with financial advisers and wealth managers to expand distribution channels for our tax-efficient products and income service.

Working in close partnership with our experienced Business Development Managers, you'll have the opportunity to join a dynamic, high-growth enterprise where success is measured not just by numbers, but by the positive impact we create. At our core, we maintain an unwavering commitment to the people we serve and the meaningful purpose that drives every investment decision we make.

Key Responsibilities

• Cultivate a thorough understanding of Triple Point's proposition, championing our values as a passionate company advocate.
• Work within a collaborative pod structure, working alongside our exceptional Internal BDMs, BDEs and field-based colleagues.
• Engage financial advisers through a strategic blend of telephone calls, personalised LinkedIn communications and tailored emails.
• Deliver a minimum of 40 high-quality adviser conversations daily, with top performers consistently achieving upwards of 50 engagements.
• Meet and exceed performance metrics focused on securing adviser meetings and event bookings that drive business growth.
• Craft comprehensive briefing documents for BDMs, ensuring they are fully equipped with relevant information before meetings.
• Guide financial advisers in addressing their clients' investment needs through insightful education and practical solutions.
•  Represent Triple Point at industry conferences and adviser events, building brand presence and capturing new opportunities.
•  Maintain meticulous records within our CRM system, ensuring all client interactions are properly documented and accessible.
• Identify and cultivate promising prospects, continuously refreshing our new business pipeline with qualified opportunities.
• Convert webinar and event participants into scheduled meetings through timely, strategic follow-up that demonstrates our value proposition.

What we look for

We are seeking our next cohort of entry level associates who can bring an exceptional approach to this role, recognising that client needs form the cornerstone of our business success. 

• A proactive can-do attitude and collaborative spirit are non-negotiable qualities.
• Curiosity and learning mindset - Eager to learn, with an interest in financial services and developing commercial awareness.
• Demonstrate resilience and relationship building prowess, and a commitment to exceeding expectations in everything you do.
• Collaboration and adaptability - a team player with a flexible approach who contributes positively as the business evolves.
• Professional integrity - demonstrates honesty, accountability and sound judgement when working with clients and colleagues.

Why Join us?

• You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued.
• Be part of a growing and innovative team
•  We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression.
• Opportunities for professional development and career progression.

At Triple Point, high performance means living our values every day:

• Stay Curious.
• Be Generous.
• Take Thoughtful Action.
• Pull Together.
• Own It.

In line with our values Stay Curious and Take Thoughtful Action every employee has access to ChatGPT Enterprise and is encouraged to explore how AI and automation can enhance their work.

We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgement.