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Assistant Director, UK Business Development

CISI (Chartered Institute of Securities & Investment), A Major UK Financial Qualifications Body

Competitive + benefits
Full Time

We are looking for a commercially driven and energetic individual to drive business development in the UK. This is a senior level role, part of the Institute’s Executive Team and reporting to the Director of Global Business Development.

Based in our London office, you will be:-
  • Maintaining relationships with existing clients and corporate supporters
  • Driving new business development across the UK financial services sector
  • Managing the team on a day to day basis to meet agreed sales targets
  • Accurately reporting and forecasting through the CRM system (MS Dynamics)
  • Spotting opportunities for cross-selling across the CISI’s product range
  • Working with the CISI marketing and client service teams to source new leads
  • Providing valuable market intelligence to the CISI Executive Team
  • Managing relationships with the CISI’s regional branch network
  • Working closely with the Education team to promote CISI qualifications in universities, schools and colleges

    The ideal candidate will possess:-

  • A proven track record of delivering sales objectives
  • A strong customer service ethic
  • Exceptional leadership and team management skills
  • Initiative and a proactive disposition - this is a hands-on role
  • Excellent interpersonal and communication skills - face to face, on the phone and by email
  • Energy and drive with a passion for new business development
  • The gravitas to build and maintain relationships with senior level executives
  • Experience of working within the UK financial services sector
  • Experience of using Microsoft Dynamics CRM or similar CRM platform
    We offer a competitive remuneration package, which includes:
  • 7½% company contribution into a personal pension, in addition to your own contribution of 1½% via salary exchange

    Salary c. £63k pa depending on experience

  • Plus £7.5% company pension contribution
  • And after one year, we pay for your season ticket
  • (Worth between £1,384pa and £3,755pa)
  • Discretionary bonus scheme
  • Life insurance and income protection insurance
  • A sports club subsidy
  • 28 days’ leave per annum (which includes three days at Christmas)
  • After one year’s service, private medical insurance cover, annual travel
  • insurance cover and a paid annual travel ticket, which is worth between £1,384pa and £3,755pa depending on where you live and the cost of your ticket
  • Please email your CV and covering letter to Karen Dalton, Assistant Director, HR at
  • For more information on the CISI, please see our website at

    The Chartered Institute for Securities & Investment is the leading professional body for securities, investment, wealth and financial planning professionals. Formed in 1992 by London Stock Exchange practitioners, we have a global community, which aims to promote high standards of competence and integrity to more than 40,000 members in 116 countries. We are also the main examining body for the industry, offering our internationally recognised exams globally.

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