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- Tasks: Drive business growth by promoting investment solutions to financial advisors in Scotland and Northern Ireland.
- Company: Join an award-winning team known for outstanding client service and innovative investment products.
- Benefits: Enjoy a dynamic work environment with opportunities for travel and professional development.
- Why this job: Be part of a collaborative team that values integrity, professionalism, and client relationships.
- Qualifications: Experience with financial intermediaries and a strong interest in financial markets are essential.
- Other info: We prioritize diversity and inclusion, welcoming applicants from all backgrounds.
The predicted salary is between 43200 - 72000 £ per year.
Who we\’re looking for
We work closely with our clients to help them solve ongoing investment and business challenges. Our consultative approach positions us as progressive leaders in our field.
We engage with and support Independent Financial Advisors / Wealth Managers / Life Companies and Rating Agencies.
We are looking for a Business Development professional with the experience and desire to help maintain and grow our client relationships in Scotland and Northern Ireland. You will be primarily working with Independent Financial Advisors, across a large region and as a result will need to be highly motivated, enthusiastic with good energy.
Clients value our integrity and professionalism and we will expect you to demonstrate the highest standards of client service.
We want somebody who has a desire to work independently but yet have understanding and awareness of the wider team and its objectives. You will work closely within the Regional & Advisory team who collectively help drive our business forward.
Your strong inter-personal skills will allow you to build multi-layer relationships within the client base which will help identify new business opportunities.
About Schroders
We\’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 6,000 people on six continents. And we\’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn\’t change is our commitment to helping our clients, and society, prosper. Client centricity is at the core of everything that we do.
The base
We moved into our new HQ in the City of London in 2018. We\’re close to our clients, in the heart of the UK\’s financial centre. We offer flexible working appropriate for a client solutions focussed role. We also have a local presence via our Wealth Management office in the prestigious Charlotte Square in Edinburgh.
The team
We are a proud, award winning distribution team that is well recognised by our clients for our outstanding service across the marketplace.
We are a well balanced team who work collaboratively in pursuit of our best practice principles and constantly strive to achieve the best outcomes in relation to client service and experiences.
We are well aligned to our Fund Managers and Strategists and work in partnership to deliver strong, clear and consistent messaging to the client base.
We have a broad, innovative and enviable product suite that allows us to present investment opportunities and solutions at every stage of the cycle.
We are dynamic in our approach and clients enjoy spending time with us.
What you\’ll do
- Promote Schroders Products and Solutions to Financial Intermediaries across Scotland and Northern Ireland.
- Position outsourced solutions with key stakeholders of Financial businesses;
- Communicate effectively our core investment messages;
- Work closely with our clients to understand and capture the outcome they want;
- Help us grow our business by identifying new opportunities;
- Improve our client experiences and how we communicate to them;
- Consult with our clients demonstrating strong knowledge across all financial markets;
- Deliver presentations at client events providing detailed and high quality data on funds / markets and industry trends.
The knowledge, experience and qualifications you need
- Experience in dealing with Scottish / N Ireland based Financial Intermediaries;
- Have a strong interest in Financial Markets and Fund Solutions;
- Demonstrate enhanced business development and relationship skills;
- Efficient organisational skills. This is a large territory that requires travel and a full driving license.
- Strong passion to be part of a winning distribution team.
The knowledge, experience and qualifications that will help
- Industry Qualifications (FPC / IMC);
- Familiarity in consulting on Outsource Solutions.
What you\’ll be like
- Self-motivated and enthusiastic;
- Great at working with other people, sharing and communicating good working practice;
- High energy and work rate;
- Highly professional with a strong desire to do the best for our clients;
- Tenacious and resilient.
We recognise potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
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Head of Scotland and Northern Ireland Advisory Sales employer: Schroders
Contact Detail:
Schroders Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Scotland and Northern Ireland Advisory Sales
✨Tip Number 1
Familiarize yourself with the key players in the Scottish and Northern Irish financial markets. Understanding the landscape will help you build rapport with Independent Financial Advisors and Wealth Managers, making it easier to identify new business opportunities.
✨Tip Number 2
Network actively within the industry by attending relevant events and conferences. Engaging with potential clients and stakeholders face-to-face can significantly enhance your visibility and credibility in the market.
✨Tip Number 3
Stay updated on the latest trends and developments in financial markets and fund solutions. This knowledge will not only boost your confidence but also enable you to provide valuable insights during client interactions.
✨Tip Number 4
Demonstrate your consultative approach by preparing tailored presentations for potential clients. Showcasing your understanding of their specific needs and how our products can meet those needs will set you apart from other candidates.
We think you need these skills to ace Head of Scotland and Northern Ireland Advisory Sales
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description. Understand the key responsibilities and required skills, especially focusing on business development and relationship management with Financial Intermediaries in Scotland and Northern Ireland.
Tailor Your CV: Customize your CV to highlight relevant experience in financial markets and business development. Emphasize your interpersonal skills and any previous successes in building client relationships, particularly within the financial sector.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples of how you have successfully engaged with clients and contributed to business growth in previous positions.
Showcase Your Knowledge: In your application, demonstrate your understanding of the financial markets and fund solutions. Highlight any relevant certifications or training that would make you a strong candidate for this position.
How to prepare for a job interview at Schroders
✨Show Your Consultative Approach
Demonstrate your ability to engage with clients by discussing past experiences where you successfully identified and solved their investment challenges. Highlight your consultative skills and how they align with the company's approach.
✨Highlight Relationship Building Skills
Prepare examples of how you've built and maintained strong relationships with Financial Advisors or similar stakeholders. Emphasize your interpersonal skills and your ability to create multi-layered connections within a client base.
✨Demonstrate Knowledge of Financial Markets
Be ready to discuss current trends in financial markets and how they impact investment strategies. Show your passion for the industry and your understanding of the products and solutions offered by the company.
✨Exhibit High Energy and Professionalism
Your enthusiasm and energy should shine through during the interview. Convey your self-motivation and commitment to providing excellent client service, as these traits are highly valued by the company.
