BUSINESS DEVELOPMENT & PROFESSIONAL RELATIONSHIPS EXECUTIVE

About the role

A growing boutique financial planning firm is looking for a confident, commercially minded Business Development & Professional Relationships Executive to help grow its referral network across Melbourne. You will work closely with the firm's Directors and advisers, represent the business at events and meetings, follow up opportunities and help build a much stronger professional referral network. This is not a hard-core boiler-room sales job. The firm wants someone who is good with people, comfortable opening doors and capable of turning a conversation into a long-term professional relationship. As the role develops, there is genuine scope for additional hours and potentially a larger position.

Key responsibilities

• Build relationships with accountants, finance brokers, bankers, lawyers and other professional advisers

• Expand the professional referral network

• Identify firms and individuals the firm should be talking to

• Arrange meetings for advisers and Directors

• Follow up prospective referral partners

• Attend networking events, business lunches and industry functions

• Represent the firm professionally in the market

• Use LinkedIn to connect and maintain relationships

• Support marketing and business development campaigns

• Maintain opportunities and activity in the CRM

About you

• Strong relationship-building skills

• Excellent spoken and written English

• Confidence dealing with business owners and senior professionals

• A warm, polished and engaging personality

• Good commercial instincts

• Strong follow-up skills

• The ability to work independently

• Experience in business development, client relations or professional services

• Confidence attending networking events and representing a professional brand

• Comfort using LinkedIn and participating in occasional marketing content

About us

This boutique financial planning firm provides independent financial advice across retirement planning, superannuation, investments, wealth creation and personal insurance. The firm does not take commissions on personal insurance, which matters when talking to accountants and other professionals who care about where they refer their clients.

Benefits

• Flexible part-time hours

• Work directly with the firm's Directors and advisers

• Competitive hourly rate

• Performance incentives

• Freedom to manage your own activity

• Networking and industry events

• Marketing and administrative support

• Genuine opportunity for additional hours as the role grows