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- Tasks: Drive growth by building strategic partnerships with financial advisers and investment firms.
- Company: Join a well-established DFM known for its strong investment knowledge and client relationships.
- Benefits: Enjoy a home-based role with autonomy and the chance to make a real impact.
- Why this job: Perfect for those who thrive on results and value long-term client partnerships.
- Qualifications: 10+ years in financial services, strong investment knowledge, and excellent relationship skills required.
- Other info: Ideal for motivated individuals looking to contribute to a wider business growth strategy.
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.
Business Development Director employer: BWD Search & Selection
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 intermediaries. Attend industry events and seminars to meet potential partners and showcase your expertise in investment products.
✨Tip Number 2
Leverage LinkedIn to connect with professionals in the intermediary market. Share insightful content related to investment strategies and engage in discussions to establish yourself as a thought leader in the field.
✨Tip Number 3
Research the specific needs and challenges faced by IFAs and discretionary investment firms in the South West and M4 corridor. Tailor your conversations to address these points, demonstrating your understanding of their business landscape.
✨Tip Number 4
Prepare to discuss your previous successes in building strategic partnerships and driving growth. Use specific examples that highlight your relationship management and negotiation skills to impress during interviews.
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 investment knowledge. Use specific examples of how you've driven growth in previous roles.
Craft a Compelling Cover Letter: In your cover letter, emphasise your relationship management skills and your ability to build strategic partnerships. Mention your understanding of investment products and how it aligns with the company's needs.
Highlight Relevant Experience: Clearly outline your 10+ years of experience in financial services, focusing on your expertise in the intermediary space. Include any qualifications like QCA Level 4 that are relevant to the role.
Showcase Results: Provide quantifiable achievements in your application. For example, mention specific growth metrics or successful partnerships you've developed, demonstrating your impact in previous positions.
How to prepare for a job interview at BWD Search & Selection
✨Showcase Your Experience
Make sure to highlight your 10+ years of experience in financial services, particularly in the intermediary market. Prepare specific examples of how you've driven growth and built strategic partnerships in previous roles.
✨Demonstrate Investment Knowledge
Be ready to discuss various investment products and structures confidently. Brush up on your knowledge of pensions, ISAs, bonds, and other relevant investment services to impress the interviewers.
✨Highlight Relationship Management Skills
Since this role focuses on building long-term relationships, prepare to share examples of how you've successfully managed client relationships and influenced stakeholders in the past.
✨Align with Company Values
Research the company’s culture and values. Be prepared to explain how your personal values align with theirs, especially regarding autonomy and long-term client partnerships, as these are key aspects of the role.
