Overview
Business Development Manager - Wealth Management Midlands (hybrid working - regional travel required). Full-time | permanent £80,000 base + bonus + full benefits. We're looking for a proven financial services business development professional to join our Wealth Management team in the Midlands. This is a senior role for someone with a strong track record in generating new high-quality client opportunities and building lasting relationships with introducers, high-net-worth individuals, and professional partners. Applications from outside the UK financial services industry will not be considered.
About the role
As a Business Development Manager, you\'ll be the driving force behind new client acquisitions in your region. You\'ll work alongside our financial planners to identify, secure, and onboard new clients while strengthening our professional introducer network. You\'ll represent the Mattioli Woods brand at events, seminars, and networking functions, ensuring every interaction reflects our commitment to tailored, relationship-led wealth management.
What you\'ll be doing
* Generating new business through targeted networking, referrals, and relationship building within the professional services community (accountants, solicitors, tax advisers).
* Partnering with financial planners to ensure a seamless client handover and onboarding experience.
* Hosting and attending events, roundtables, and seminars to raise our profile in the wealth management market.
* Using market insight to refine our proposition and identify growth opportunities.
* Maintaining accurate records and performance metrics within our CRM system.
What we\'re looking for (essential)
* Minimum 3-5 years\' business development or client acquisition experience in UK financial services (wealth management, investments, pensions, or financial planning).
* Strong understanding of investments, pensions, and holistic financial planning solutions.
* Established credibility with high-net-worth clients and professional introducers.
* Proven ability to convert opportunities into long-term client relationships.
* Excellent communication, networking, and presentation skills.
* Target-driven, commercially minded, and collaborative.
Nice to have
* It\'s a bonus if you have an existing network of introducers or high-net-worth contacts in the Midlands.
* Experience working in or alongside an IFA or wealth management firm.
* Knowledge of trust, tax, or estate planning services.
* Relevant professional qualifications (CISI, CII, or equivalent).
What success looks like
* Growth of your introducer network.
* High-quality client acquisition and onboarding.
* Assets gathered and revenue generated.
* Consistent pipeline development and conversion rates.
What’s in it for you
* Base salary: £80,000 (depending on experience).
* Bonus potential: performance-linked.
* Benefits: pension, private medical, life assurance.
* Development: access to professional qualifications and progression opportunities.
* Hybrid working with flexibility to travel regionally.
About Mattioli Woods
With over 30 years of experience in wealth management, we help private clients, business owners, and families achieve financial peace of mind. Our approach is tailored, relationship-led, and built on trust. We combine deep technical expertise with a culture that is professional yet down to earth, high-performing yet supportive. Ready to shape the future of wealth management with us? Apply today or contact us for a confidential conversation.
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