Job Description

About FRP

FRP is a leading national business advisory firm based in the UK. With over 900 team members, including more than 100 partners, we specialise in Corporate Finance, Debt Advisory, Forensic Services, Financial Advisory, Restructuring Advisory and Real Estate Advisory Operating from 35 offices across the UK, Isle of Man and Cyprus, we are dedicated to helping clients navigate complex and difficult situations to create, preserve, and recover value.

Our approach is known for being honest, clear, and considered. We provide strategic solutions that cater to a broad range of businesses, from multinational organisations to small enterprises. Our commitment is to deliver expert advice and support, ensuring our clients can make informed decisions and achieve their goals.

This role sits within the Marketing & Business Development function and is responsible for making FRP’s BD, CRM and marketing data usable, actionable and commercially valuable.

The Senior BD Analyst will maintain high‑quality CRM data, develop clear and practical reporting including Power BI dashboards, and deliver proactive insight that support partners and BD teams in understanding relationships, campaign performance and pipeline activity. The role works closely with the Senior BD Manager – London and the National Marketing & Business Development Director to support informed decision‑making and continuous improvement.

Key Responsibilities

• Build and maintain Power BI dashboards for partners and leadership covering campaign activity, relationship coverage, pipeline visibility and Sales Navigator usage
• Analyse engagement, financial and referral data to identify relationship risks, growth opportunities and cross‑selling potential
• Support the client programme by providing proactive insight and commercially relevant analysis
• Ensure clean, accurate and reliable CRM data to underpin effective reporting insight, including resolving duplicates and standardising key fields
• Own and maintain core CRM lists including clients, referrers and sector data ensuring data is fit for commercial analysis and decision-making
• Work with stakeholders to align CRM data standards and promote best practice across the firm
• Analyse sector trends, campaign performance and content engagement to identify growth areas and inform BD activity
• Collaborate with sector leads and BD colleagues to translate data into clear, actionable recommendations
• Support effective use of Sales Navigator, including lists, tags and CRM integration where relevant
• Produce concise monthly insight summaries highlighting key movements, risks and priorities for focus

Qualifications

• Experience in a data, reporting or insight role, ideally within a professional services, marketing or business development environment
• Strong working knowledge of CRM systems, with hands‑on experience of data management and data integrity
• Advanced Excel skills and experience building or maintaining Power BI dashboards
• Ability to translate commercial or partner questions into clear, practical insight and reporting
• Comfortable working across Marketing, BD, Digital and central CRM stakeholders
• Naturally curious, commercially minded, and interested in understanding the wider business and client landscape

Additional Information

Our Values

• Straightforward We provide clear, no-nonsense advice
• Confident Our guidance is backed by expertise and evidence
• Pragmatic We focus on practical solutions and tangible outcomes
• Real We are professional yet approachable, understanding the challenges our clients face

Our Commitment to You and the Environment

At FRP Advisory Group, sustainability is integral to our strategy and operations. Our sustainability depends on building and maintaining meaningful, long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on the natural environment.

We are always striving to improve in all areas – whether it’s our people, our clients, our planet or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape.

We are committed to fostering an inclusive, equitable, and diverse culture for our people. We maintain an Equal Opportunities Policy, ensuring that recruitment and employment decisions are based solely on the skills and experience required for our professional services — regardless of ethnicity, race, sexual orientation, disability, or any other protected characteristic. We believe every individual should have the opportunity to thrive.

Our learning and development programmes enable us to invest in growing our employees’ careers. We aim to empower our team members to each achieve their potential.

We are committed to growing long-term relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success lead to our sustainability and success. We are emotionally invested in our clients right from the beginning.