About Cascade Cash Management
At Cascade Cash Management, we help individuals, businesses, charities, financial advisers and professional services firms get more from their cash safely, simply and with expert support. Our service helps clients access competitive savings rates across the UK market, diversify deposits across multiple banks, support FSCS protection where applicable, and reduce the administration involved in managing cash effectively. Cascade is growing nationally, with a particular focus on financial advisers, professional introducers, corporates, charities and private clients.
Job Purpose
The Business Development Associate supports Cascade’s commercial growth by generating, developing and converting new business opportunities across direct and intermediary channels. This is a revenue-carrying sales role. The successful candidate will be responsible for building pipeline, engaging prospective clients and introducers, booking and conducting meaningful business conversations, supporting proposals and illustrations, and progressing opportunities through to funded business.
Role Dimensions
The Business Development Associate will focus on new business generation, adviser and intermediary activation, direct client opportunities and structured pipeline development. This role requires high activity, resilience, strong organisation and a willingness to learn quickly. It is not a passive support role. It is a commercial role with clear expectations, coaching, commission and progression opportunity.
Role Responsibilities
New Business Development
· Identify and develop new business opportunities across IFAs, financial advisers, businesses, charities, solicitors, professional services firms and private clients.
· Make proactive outbound calls and contacts to generate meetings, qualify opportunities and progress prospects through the pipeline.
· Book and conduct meaningful business conversations that move opportunities forward.
· Support the development of proposals and illustrations that clearly communicate Cascade’s value proposition.
· Follow up consistently with prospects, introducers and clients to ensure opportunities are not lost through delay, inertia or lack of ownership.
· Build confidence in discussing cash savings, interest rates, FSCS protection, client outcomes and the administrative burden Cascade removes.
· Support the activation of registered but non-referring advisers and intermediary firms.
· Identify opportunities to increase AUM by engaging clients and partners with cash requiring active management.
Pipeline, Process and Reporting
· Maintain accurate and up-to-date Salesforce records for all calls, meetings, tasks, opportunities and client interactions.
· Ensure pipeline stages are realistic, current and supported by clear next actions.
· Work toward maintaining appropriate pipeline coverage against monthly target.
· Provide clear updates on activity, pipeline progression, expected revenue and blockers.
· Use sales activity data and feedback to improve conversion, meeting quality and personal performance.
· Ensure all business development activity is delivered in line with Cascade’s professional standards and regulatory environment.
Adviser and Intermediary Relationships
· Build professional relationships with IFAs, adviser firms, introducers and professional services contacts.
· Understand each adviser’s client base, cash management needs and current process for handling client cash.
· Position Cascade as a specialist partner that helps advisers improve client outcomes, evidence value and remove administrative burden.
· Support repeat engagement from advisers by maintaining regular, useful and professional contact.
· Represent Cascade with credibility, consistency and attention to detail in all external conversations.
Team and Culture
· Contribute positively to a professional, ambitious and supportive sales culture.
· Take ownership of personal development by seeking feedback, reviewing performance and applying learning.
· Share useful market insight, objection-handling approaches and successful methods with colleagues.
· Demonstrate resilience, accountability and consistency in daily activity.
· Uphold the Cascade Sales Standard in all dealings with clients, advisers, colleagues and partners.
Essential Knowledge, Skills and Behaviours
· Some experience in sales, business development, client service, financial services, professional services, recruitment, estate agency, insurance, banking or another target-led commercial environment.
· Strong communication skills, including confidence speaking with advisers, business owners, clients and professional contacts.
· High levels of organisation, follow-up discipline and attention to detail.
· Commercial curiosity and willingness to learn Cascade’s proposition, market, competitors and regulatory context.
· Resilience in a target-led environment.
· Ability to manage multiple conversations, tasks and opportunities without losing momentum.
· Professional written communication.
· Comfortable using CRM systems, or able to learn Salesforce quickly.
· Positive, accountable and coachable.
· Able to work independently while contributing to a wider team culture.
· High standards of integrity, discretion and professionalism.
· Highly Ambitious
Desirable Experience
· Experience in B2B sales, financial services, wealth management, cash savings, banking, fintech, professional services or adviser-facing environments.
· Experience using Salesforce or another CRM.
· Experience booking and conducting commercial meetings.
· Understanding of FSCS protection, cash savings, fixed-term deposits, notice accounts or adviser-led client service.
· Experience working to revenue, activity or appointment-setting targets.
Pay: £25,000.00-£35,000.00 per year
Benefits:
- Company pension
- Free parking
- On-site parking
- Sick pay
Work Location: In person
