At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world!
About the department
The UK Wholesale Sales team drives asset growth by building long-term partnerships with professional intermediaries across the UK and Ireland, Malta, IOM and the Channel Islands. The team works collaboratively with senior sales leadership, product specialists and marketing to expand market coverage, strengthen existing client relationships and develop new opportunities. This is a commercial, externally focused environment where high-performing individuals can build influence, deepen market expertise and directly impact business growth.
How you will add value
1. Promote our products (UK OEIC and overseas SICAVs, ETFs, Private Markets, Fund Solutions) to professional intermediaries through in-person meetings and remotely.
2. Manage and grow the South West and surrounding regions through in person and Teams meetings, Fund manager events & roadshows etc..
3. Generate new business while helping mitigate client redemption risk.
4. Ensure all activity meets internal and external regulatory requirements.
5. Contribute to sales strategy discussions and regional growth planning.
6. Support delivery of individual and team sales targets.
7. Work closely with sales support to maintain accurate CRM records.
8. Partner with marketing, communications and investment teams on client activity.
What will help you be successful in this role
9. Investment Management Certificate (IMC) or equivalent qualification.
10. Strong knowledge of the UK wholesale and global investment markets.
11. Proven sales success within the South West intermediary market.
12. Demonstrated performance at Business Development Manager level or above.
13. Confident use of investment research and client insight tools.
14. Clear, credible communication with investment professionals.
15. Strong relationship-building and presentation capability.
16. Self-motivated, well organised and commercially driven.
This role will be based remotely in the South West region, with an expectation of travel to London once a month to meet with wider team.
#LI-EUR
Experience our welcoming culture and reach your professional and personal potential!
Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.
We want our employees to be at their best. By joining us, you will connect with a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for staying physically and mentally healthy, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered.
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
As part of our commitment to fostering a diverse and inclusive work environment, we welcome applicants with flexible working arrangements in their current roles or those seeking a flexible working pattern. We encourage you to communicate any preferences for flexible working so that we can consider this during our hiring process. Additionally, returners – individuals who have taken a break from work – are also encouraged to explore our job opportunities.
As a registered UK Disability Confident Committed Employer, we encourage you to disclose if you consider yourself to have a disability as part of your application. This information enables us to provide the necessary support and leverage your unique talents effectively.
If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for arrangements will receive a response.