The posting
Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients.
There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times 'Best Place to Work 2025 & 2026'.
If this sounds like an environment where you would flourish, then read on…
The Sales Function
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
We are hiring an experienced Business Development Executive to help deliver on our ambitious growth plans.
This is a strategically important territory. You’ll build on an established footprint across the London region and take responsibility for growing it. That means deepening adviser engagement, building new relationships and positioning Triple Point as a trusted provider of defined return solutions.
The role is hybrid, with time split between our London office and the territory itself. Expect a mix of face-to-face meetings, event presence, adviser roundtables and strategic phone outreach. All activity is designed to build pipeline and strengthen adviser engagement. You will work as part of the London pod alongside an external BDM and an internal BDE/M.
This is a relationship-led sales role. You'll be expected to build connections, develop trust and support inflows. You’ll represent the Triple Point offering in the market and be responsible for communicating the product’s structure, suitability and strategic value to adviser firms across the region.
We’re looking for a commercially focused candidate with experience in growing financial adviser distribution. You’ll understand how to develop strong partnerships and engage key decision-makers, whilst being able to work independently and collaboratively. If you’re confident in your ability to turn interest into meaningful outcomes and bring structure and clarity to your sales approach, this is your opportunity to shape one of our highest-potential regions.
Key Responsibilities
- Share insight and educate Financial Advisers on the Triple Point offering through face-to-face and virtual meetings, calls, emails, events and specialist seminars.
- Build and manage relationships with financial advisers, paraplanners, wealth managers, and wider market contacts.
- Collaborate with internal teams, including sales, marketing, product development, and investment management, to deliver high-quality investment solutions tailored to adviser needs.
- Develop and execute a clear business plan for the London region, delivering regional targets in partnership with team colleagues.
- Work towards agreed KPI activity levels for meetings and calls.
- Play an active role in the feedback loop, ensuring regular and timely insight is shared with internal teams to enhance product offerings and improve the customer experience.
- Contribute to a collaborative team environment, supporting others and sharing best practice.
- Effectively manage a pipeline of opportunities, maintaining clarity on next steps and conversion priorities.
- Build a strong understanding of the product suite to confidently engage senior stakeholders and strategic relationships.
Knowledge & Experience
- Experience managing adviser relationships and developing them over time
- Alternatively, experience building and servicing a client base in private banking, wealth management, or investment management sectors
- Strong communication, presentation, and interpersonal skills
- Ability to manage a busy diary and balance multiple priorities
- Commercial awareness, creativity, and a proactive approach to challenges
Specific Experience
- Experience managing high-value client relationships and working towards regional sales targets
- Experience in face-to-face client interactions and event attendance
- Exposure to supporting or mentoring junior team members
Qualities and Competencies
- Motivated, proactive, and detail oriented
- Collaborative with a flexible attitude and commitment to shared goals
- Excellent interpersonal skills with the ability to engage at all levels
- Leadership potential, with the ability to support and develop others
- Strong organisational skills to manage regional travel and in-person meetings
- Comfortable working with numbers and data
- Willingness to evolve with the business and contribute to team-wide best practices
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.
- we offer a hybrid working policy (3 days in the office)
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.
Still considering applying...
You don’t need to tick every box to be considered. We know many people hold back from applying unless they meet every requirement, but potential and perspective matter just as much as experience. If this role resonates with you, we’d really encourage you to apply.
Triple Point offers a wealth of benefits including a contributory pension, hybrid/flexible working and ongoing learning and development opportunities. Check out our comprehensive list of benefits HERE.
Apply today for further information!
Triple Point is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees. Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated by the company.
Our aim is to create a welcoming and diverse work environment where people from all walks of life feel valued and supported. We actively encourage individuals from various backgrounds to apply for job vacancies and become part of our team.
STRICTLY NO AGENCIES
You can find a link to our candidate privacy notice HERE.
