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For Companies At a Glance
- Tasks: Build strategic partnerships and promote investment services to intermediaries.
- Company: Join a well-established DFM focused on growth in the UK intermediary market.
- Benefits: Enjoy a home-based role with autonomy and the chance to drive your own success.
- Why this job: Perfect for those who thrive on client relationships and want to make an impact.
- Qualifications: 10+ years in financial services, strong investment knowledge, and excellent relationship skills required.
- Other info: Ideal for motivated individuals looking to contribute to business growth.
The predicted salary is between 43200 - 72000 £ per year.
Are you an experienced Business Development Director in the UK intermediary market with strong investment knowledge and a track record of driving growth? A well established DFM are looking to hire a Business Development Director to join their intermediary partnerships team. This homebased role will focus on creating long-term, profitable relationships with IFAs, restricted advisers, and discretionary investment firms across the South West and M4 corridor.
Key responsibilities:
- Build and develop strategic partnerships with intermediaries
- Promote a broad suite of investment services, including discretionary portfolio management, multi-asset funds, and AIM IHT portfolios
- Confidently discuss investment propositions and structures including pensions, ISAs, bonds, GIAs, trusts, and platforms
- Represent the firm in a professional and compliant manner
- Contribute to the wider business growth strategy and meet individual objectives
What we're looking for:
- A minimum of 10 years' experience in financial services, with particular expertise in the intermediary space
- Strong understanding of investment products and the UK intermediary landscape
- Excellent relationship management, influencing, and negotiation skills
- Ideally QCA Level 4 qualified (or equivalent)
- Experience distributing funds and/or discretionary management services
This is an excellent opportunity for someone who thrives on autonomy, values long-term client partnerships, and is motivated by results. To find out more or express your interest, please get in touch or apply directly.
Contact Detail:
BWD Search & Selection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Director
✨Tip Number 1
Network actively within the financial services sector, especially with professionals in the intermediary market. Attend industry events and seminars to meet potential contacts and showcase your expertise.
✨Tip Number 2
Leverage LinkedIn to connect with key decision-makers in the firms you want to target. Share insightful content related to investment strategies and market trends to position yourself as a knowledgeable resource.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your past experience that demonstrate your ability to build strategic partnerships and drive growth. This will help you stand out during interviews.
✨Tip Number 4
Research the company thoroughly before applying. Understand their investment products and recent developments in the market, so you can tailor your discussions to align with their goals and values.
We think you need these skills to ace Business Development Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the UK intermediary market and showcases your strong investment knowledge. Focus on quantifiable achievements that demonstrate your ability to drive growth.
Craft a Compelling Cover Letter: In your cover letter, emphasise your relationship management skills and provide examples of how you've built strategic partnerships in the past. Mention your understanding of investment products and how it aligns with the company's needs.
Highlight Relevant Qualifications: If you hold a QCA Level 4 qualification or equivalent, make sure to mention it prominently. This will show that you meet the desired qualifications and have a solid foundation in financial services.
Showcase Your Autonomy and Results-Driven Approach: In your application, convey your ability to work independently and your motivation for achieving results. Use specific examples from your career that illustrate your success in similar roles.
How to prepare for a job interview at BWD Search & Selection
✨Know Your Investment Products
Make sure you have a solid understanding of the investment products mentioned in the job description, such as discretionary portfolio management and multi-asset funds. Be prepared to discuss how these products can benefit potential clients.
✨Demonstrate Relationship Management Skills
Since the role focuses on building long-term partnerships, be ready to share examples of how you've successfully managed relationships with intermediaries in the past. Highlight your influencing and negotiation skills during the interview.
✨Showcase Your Industry Knowledge
Familiarise yourself with the UK intermediary market and current trends. Being able to discuss recent developments or challenges in the industry will demonstrate your expertise and commitment to the role.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and strategic thinking. Prepare scenarios where you've driven growth or resolved conflicts with clients, showcasing your ability to contribute to the wider business growth strategy.
