ExecutiveFull TimeEN
Business Development Executive
Leicester
Permanent | full-time | competitive salary
The role:
We’re looking for a Business Development Executive to join our team – someone who can create momentum from a standing start.
This is about building a pipeline, not waiting for it. You’ll focus on outbound prospecting, identifying the right people, starting meaningful conversations, and creating qualified opportunities for our wealth management advisers and employee benefits consultants.
If you enjoy the craft of sales – the positioning, the timing, the turning of a hesitant “maybe” into a committed meeting – you’ll find this role both challenging and rewarding.
What you’ll be doing:
This is a proactive, outbound role. You’ll be:
making targeted calls and running structured email outreach
using LinkedIn to identify and engage senior decision-makers – solicitors, accountants, mortgage brokers, HR directors and finance directors
qualifying interest and booking high-quality meetings directly into advisers’ and consultants’ diaries
building and managing contact lists and outreach sequences
following up consistently on warm leads and conversations
keeping CRM records accurate, organised and actionable
Your role is simple in principle: open the door well, because a well-opened door gives our consultants the best chance to deliver meaningful advice – and that’s where real value is created.
What we’re looking for:
confidence on the phone – you’re comfortable starting conversations and holding your ground
drive and ownership – you’re motivated by targets and take pride in delivering quality outcomes, not just activity
organisation and discipline – you can manage a busy pipeline without letting opportunities drift
resilience – you understand that rejection is part of the process, not a signal to stop
curiosity – you’re always looking to improve how you approach conversations, messaging and engagement
Why this role matters:
This isn’t just about booking meetings. It sits at the front of the engine. The quality of what you do directly shapes the quality of relationships we build – and ultimately the outcomes we deliver for clients.
In our five-year plan, growth is driven by consistent, high-quality client acquisition and engagement. This role is a key part of making that happen, turning strategy into real conversations, and conversations into opportunity.
The opportunity:
If you’re looking to build a career in financial services, this is a strong starting point. You’ll develop:
commercial awareness
communication and influence
a deep understanding of client needs and decision-making
And most importantly – the ability to create opportunity where none existed before.
Why join us?
At Mattioli Woods, we provide tailored wealth management, investment, and pension solutions built on long-term relationships and trusted expertise.
You’ll be part of a collaborative, client-focused environment with opportunities for personal growth, career progression, and the chance to contribute to meaningful financial outcomes for our clients.
What’s in it for you:
