Business Development Associate – Financial Services
deVere Australia is part of the deVere Group, a world‑leading financial advisory organization with over 80,000 clients in more than 100 different countries – and in excess of $10 billion under advice and administration.
This role is for someone who loves a niche, fast‑paced professional environment, where we help people in Australia who used to work in the UK to understand and effectively manage their biggest assets, being their UK pension schemes.
The Position
We need an energetic, exceptionally well‑organised person to work directly with one of our top Area Managers in Newcastle, to double his revenue in 2026 and beyond. In exchange for your skills, drive and commitment, you'll be mentored and stretched, plus if you're consistently successful in your role, you'll have the option to be supported and trained to move into consulting yourself, expanding your career in financial services.
Core Responsibilities
* Support the consultant in bringing in new business by finding and contacting potential clients, using online resources to identify opportunities.
* Create new referral networks and leverage existing ones.
* Set up digital marketing campaigns, manage social‑media channels, and identify cost‑effective ways to bring new business.
* Multitask spreadsheets, phone calls, bookings, digital‑marketing automation, manually fill in forms and report via email as needed.
* Onboard new potential clients, booking meetings, following up and managing an extensive onboarding process.
* Support the consultant in delivering advice to clients, preparing documentation and managing follow‑up.
* Optimise existing administration, compliance and support services, bringing a fresh approach to client acquisition, process management and ongoing support in the digital world.
* Deliver results that enable the team to become a top‑performing team in the global organization and receive appropriate rewards.
Our Perfect Match
* Equally comfortable using phone, video conference or in person.
* Experience in Sales, Business Development or customer service roles.
* Agile, quick, motivated by opportunity and hungry for success.
* Track record of bringing ideas to life.
* Love winning new clients and looking after them well.
* Energetic, loyal, quick‑thinking and demonstrate integrity.
* At least one year of solid work experience.
Kindly attach your CV with the application to be considered.
Seniority Level
* Associate
Employment Type
* Full‑time
Job Function
* Business Development, Sales, and Customer Service
Industries
* Financial Services, Investment Banking, and Banking
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