Job Description
Job Title: Office Based Business Development Manager
Location: Flexible office location – London, Birmingham, Manchester, Newcastle, Basingstoke, Edinburgh
Salary: Flexible dependent on experience, guide range £60-£80k plus bonus/commission
Benefits: Full Corporate Benefits Package A comprehensive package including healthcare, insurance, pension & pension enhancements, lifestyle perks, and flexible benefits tailored to individual needs.
About the Company:
A top tier leading wealth management firm with a strong presence across the UK, supporting intermediaries (financial planning firms) with discretionary fund management, managed portfolio services and unitised investment solutions. The business has a recognised intermediary proposition and a collaborative culture across investment management, sales support and regional office teams.
Role Summary:
This is a phone-based business development role focused on building and growing intermediary relationships across the financial advice market. You’ll work closely with local offices, investment managers, field-based business development managers and sales support teams to promote a range of investment solutions, support adviser practices and help drive sustainable new business growth.
Key Responsibilities:
• Build and maintain intermediary relationships: Develop long-term adviser relationships that support consistent, profitable business growth.
• Promote DFM, MPS and unitised solutions: Position the firm’s investment proposition clearly to intermediaries and help advisers understand where it fits for their clients.
• Deliver against business development plans: Maintain an active business plan and pipeline to support ambitious new business targets.
• Collaborate with internal teams: Work closely with BDMs, sales support, investment managers and local office teams to improve communication and maximise opportunities.
• Support adviser engagement activity: Help organise events, seminars and hospitality within company guidelines to increase awareness and intermediary support.
• Stay close to market and regulatory change: Keep technical, market and legislative knowledge up to date so conversations with advisers remain relevant and credible.
Requirements:
* QCF Level 4 qualification as a minimum
* Experience of selling to Financial Advisors
* Distribution experience within financial services
* Evidence of success in a sales-focused role
* Experience in a phone-based or remote sales environment
* Strong relationship management and telephone-based business development skills
* Good knowledge of investment markets, regulation and adviser distribution channels
* Confident presentation and communication skills
* Comfortable using Excel, Outlook, PowerPoint and Teams