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- Tasks: Develop and grow relationships with UK financial advisers and promote investment solutions.
- Company: Highly regarded UK wealth and investment management firm.
- Benefits: Competitive salary, career growth, and the chance to work autonomously.
- Why this job: Join a dynamic team and make a real impact in the investment sector.
- Qualifications: Experience in business development and strong knowledge of investment products.
- Other info: Opportunity to attend seminars and engage with industry professionals.
The predicted salary is between 36000 - 60000 £ per year.
We are working with a highly regarded UK wealth and investment management firm to appoint a Business Development Manager to cover the North West region. This role sits within an established intermediary distribution team and focuses on promoting multi-asset investment solutions, model portfolios, and fund offerings to UK financial advisers and intermediary firms.
The successful candidate will be responsible for developing existing relationships, opening new IFA partnerships, and driving both new business and asset retention across the region. Working closely with investment teams and central proposition specialists, this role combines relationship-led sales with strong technical investment conversations.
This opportunity would suit an experienced regional IFA sales professional who is commercially driven, highly credible with advisers, and comfortable operating autonomously within a defined region selling both funds and solutions.
The successful candidate will be involved in:
- Developing and growing relationships with UK intermediary firms across the region
- Promoting investment solutions including bespoke portfolios, MPS, and fund offerings
- Identifying and converting new business opportunities while supporting retention of existing assets
- Delivering face-to-face and virtual meetings with advisers, platforms, and professional partners
- Communicating investment views, market insights, and product positioning clearly and credibly
- Working closely with investment managers to support regional growth initiatives
- Contributing to marketing campaigns, adviser communications, and sales collateral
- Attending and speaking at relevant seminars, conferences, and adviser events
- Capturing market intelligence and feedback to support proposition development
- Maintaining accurate CRM records and sales reporting (Salesforce)
- Ensuring all activity is compliant and aligned with regulatory and Consumer Duty requirements
- Proactively following up marketing and event activity to maintain strong engagement levels
The ideal candidate will have:
- Proven experience in business development or account management within UK intermediary markets
- Strong existing knowledge of adviser firms and distribution networks in the region
- Sound understanding of investment products, financial markets, and regulatory requirements
- Track record of achieving or exceeding sales targets
- Confident communicator, able to engage advisers, investment professionals, and internal stakeholders
- Commercially driven, relationship-focused, and well organised
- Comfortable working autonomously while collaborating closely with wider teams
Business Development Manager in Bolton employer: Bruin
Contact Detail:
Bruin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Manager in Bolton
✨Tip Number 1
Network like a pro! Get out there and connect with financial advisers and intermediary firms in your region. Attend industry events, seminars, and conferences to build relationships and showcase your expertise.
✨Tip Number 2
Be proactive in following up! After meeting potential clients or partners, make sure to reach out and keep the conversation going. A simple email or call can help you stay top of mind and show your commitment.
✨Tip Number 3
Showcase your knowledge! When chatting with advisers, share insights about market trends and investment solutions. This not only builds credibility but also positions you as a valuable resource in their decision-making process.
✨Tip Number 4
Apply through our website! We’re always on the lookout for talented individuals like you. By applying directly, you’ll have a better chance of standing out and getting noticed by our hiring team.
We think you need these skills to ace Business Development Manager in Bolton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Business Development Manager role. Highlight your experience in developing relationships and driving sales, especially within the UK intermediary markets. We want to see how your skills align with what we’re looking for!
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. Mention specific examples of how you've successfully promoted investment solutions or opened new partnerships in the past. Let us know why you’re excited about joining our team!
Showcase Your Technical Knowledge: Since this role involves strong technical investment conversations, make sure to showcase your understanding of investment products and financial markets. We love candidates who can communicate complex ideas clearly, so don’t hold back on demonstrating your expertise!
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 application directly and ensures you don’t miss out on any important updates. We can’t wait to hear from you!
How to prepare for a job interview at Bruin
✨Know Your Investment Products
Make sure you brush up on your knowledge of multi-asset investment solutions, model portfolios, and fund offerings. Being able to discuss these confidently will show that you're not just a sales person but someone who understands the technical side of the business.
✨Build Rapport with Interviewers
Since this role is all about relationship-building, practice how you can establish rapport quickly. Use examples from your past experiences where you've successfully developed relationships with advisers or intermediary firms to demonstrate your skills.
✨Prepare for Technical Questions
Expect questions that dive deep into financial markets and regulatory requirements. Prepare by reviewing recent market trends and be ready to discuss how they might impact investment strategies. This will showcase your credibility and expertise.
✨Showcase Your Sales Achievements
Be ready to talk about your track record in achieving or exceeding sales targets. Use specific metrics and examples to illustrate your success in driving new business and retaining assets, as this will resonate well with the interviewers.
