Our client, is a FTSE 250 listed financial planning and investment management business who believe that everyone should have a financial plan. As such they provide a complete financial planning and investment service to professionals, business owners, retirees and other high net worth individuals, and multi-asset management to financial advisers, trustees, consultants, family offices and charities.
Currently they have a requirement for a Business Development Director to join their sales team focusing on building high quality relationships with Scottish based intermediaries promoting their full range of investment services. There is also the opportunity to develop relationships with discretionary investment firms. This range of investment services includes multi asset funds, single asset class funds, discretionary management services and an IHT service.
Responsibilities:
* Create long-term business partnerships with UK based Intermediaries and discretionary investment firms, securing profitable business flows.
* Develop existing and new relationships.
* Articulate full range of investment services in a compelling manner.
* Demonstrate good investment knowledge.
* Have an understanding of the tax and operational structures used by Intermediaries, eg, Pensions, ISAs, Bonds, GIA’s, Trusts and Platforms.
* Act in a professional and compliant manner at all times.
* Achieve personal objectives in line with cor...