Business Development Associate

Turn your ambitions into achievements in 2026 with Acuma

About Us

Acuma is a leading independent financial advisory organisation, providing innovative wealth management, private banking, and investment solutions to clients globally. We specialise in helping individuals and businesses achieve their financial goals through tax-efficient investments, retirement planning, and tailored wealth management strategies.

Start Your Career in Financial Advisory

We provide the ideal platform for ambitious individuals to thrive in the fast-paced world of international financial planning. Our structured training and mentorship ensure you develop the skills needed to become a fully qualified financial advisor.

What We Offer

• Training and Development: Structured programmes with mentorship from experienced advisors. Gain essential CISI industry qualifications .
• Earning Potential: Competitive, uncapped opportunities with a clear path to financial success.
• Career Progression: Fast-track promotions, international placements, and leadership opportunities.
• Reputation and Support: Join a globally recognised company with cutting-edge tools, resources, and guidance.
• Structured Growth: Achievable targets and development plans designed to build confidence and long-term success.

The Role – Business Development Pathway to Financial Advisory

This is a client-facing, performance-driven role designed to develop your business development skills while preparing you for a financial advisory career. You will:

• Generate and develop leads through research, referrals, and outreach
• Engage with clients via phone, video, and in-person meetings
• Support advisors in managing client relationships and compliance
• Build referral networks and collaborate with advisors to grow portfolios
• Work towards becoming a fully qualified financial advisor

Who We Are Looking For

• Ambitious, entrepreneurial-minded individuals eager for an international career
• Excellent communicators, passionate about building meaningful client relationships
• Motivated, resilient, and adaptable under pressure
• Telephonic engagement or sales experience is advantageous
• Committed to personal development and long-term growth in financial services

Who We Are Not Looking For

This opportunity is not suitable for candidates seeking roles in accountancy, analytics, bookkeeping, or other numerically-focused positions. It is designed for those who thrive in a dynamic, client-facing environment.

Ready to Take the First Step?

Attach your CV and apply today to start your journey towards becoming an international financial advisor.