At a Glance
- Tasks: Build and manage relationships with Accountancy and Legal practices to deliver bespoke financial planning services.
- Company: Leading Wealth Management firm focused on growth and innovation.
- Benefits: Excellent package with unrivalled bonus scheme based on productivity and AUM growth.
- Other info: Extensive networking opportunities and support from a successful Marketing and PR function.
- Why this job: Join a proactive team and make a real impact in the financial services sector.
- Qualifications: Proven experience in Business Development within Wealth Management; Level 4 qualification preferred.
The predicted salary is between 60000 - 80000 £ per year.
Are you an accomplished Business Development professional with in-depth experience and expertise within regulated Financial Services? Do you have experience of developing new opportunities with professional practices and introducers? If the answer is yes, we would like to speak to you.
In order to meet and exceed their growth objectives, this leading Wealth Management firm is seeking to recruit a proactive and entrepreneurial individual to build and manage relationships with Accountancy and Legal practices within London and the South East with the aim of delivering bespoke holistic Financial Planning services to their clients.
Your role will involve extensive networking and proactive business development. You will be supported by an established and successful Marketing and PR function.
Applications are invited from proven Business Development professionals with experience and expertise within Wealth Management essential. Ideally, you will also be at least Level 4 qualified and have experience of delivering regulated advice across Retirement, Investment, Estate and Tax.
The successful applicant can expect an excellent package including an unrivalled bonus scheme based on productivity and AUM growth.
- Business Development
- Professional Practice
- Financial Planning
- Financial Advice
- Wealth Management
- IFA
Business Development Manager – Wealth Management employer: Brevere Group
Join a leading IFA practice that prides itself on delivering exceptional Wealth Management services in a professional and client-focused environment. As an Administration & Operations Manager, you will benefit from a supportive work culture that encourages personal growth and development, while playing a pivotal role in enhancing our service offerings for high-net-worth clients. With a commitment to excellence and a proactive approach, this is an opportunity to thrive in a dynamic team dedicated to providing first-class service.
StudySmarter Expert Advice🤫
We think this is how you could land Business Development Manager – Wealth Management
✨Tip Number 1
Networking is key! Get out there and connect with professionals in the Wealth Management sector. Attend industry events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential introducers. Building those relationships can open doors for new opportunities.
✨Tip Number 2
Showcase your expertise! When you meet someone new, share your insights on Financial Planning and how you’ve successfully developed business in the past. This not only demonstrates your knowledge but also positions you as a go-to person in the field.
✨Tip Number 3
Follow up! After meeting someone, drop them a quick email or message to thank them for their time and reiterate your interest in collaborating. It keeps you on their radar and shows that you’re proactive about building those connections.
✨Tip Number 4
Don’t forget to apply through our website! We’re always looking for talented individuals like you. By applying directly, you’ll ensure your application gets the attention it deserves and you’ll be one step closer to landing that dream role.
We think you need these skills to ace Business Development Manager – Wealth Management
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to highlight your experience in Business Development within Wealth Management. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role and how your background in regulated Financial Services can help us achieve our growth objectives.
Showcase Your Networking Skills:Since this role involves extensive networking, give us examples of how you've successfully built relationships with professional practices and introducers in the past. We love seeing proactive individuals!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your details and get you on the path to joining our team!
How to prepare for a job interview at Brevere Group
✨Know Your Stuff
Make sure you brush up on your knowledge of Wealth Management and the specific services offered by the firm. Be ready to discuss how your experience aligns with their needs, especially in regulated Financial Services.
✨Network Like a Pro
Since this role involves extensive networking, think about your existing connections within Accountancy and Legal practices. Prepare examples of how you've successfully built relationships in the past and be ready to share your strategies for developing new opportunities.
✨Showcase Your Qualifications
If you're Level 4 qualified, flaunt it! Be prepared to discuss how your qualifications have helped you deliver regulated advice across Retirement, Investment, Estate, and Tax. This will demonstrate your expertise and commitment to the field.
✨Bring Your A-Game
This firm is looking for a proactive and entrepreneurial individual. During the interview, showcase your initiative and drive. Share specific examples of how you've exceeded growth objectives in previous roles to illustrate your potential impact.
