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- Tasks: Develop new business through financial advisers in Liverpool, promoting discretionary propositions.
- Company: Join a respected wealth management firm with a modern, values-led culture.
- Benefits: Enjoy a competitive salary, bonus structure, and strong internal support.
- Why this job: This role offers growth opportunities in a collaborative environment with experienced Investment Managers.
- Qualifications: Level 4 CII/CISI qualified with three years' experience in business development.
- Other info: Ideal for those from platform, MPS, or investment management backgrounds.
The predicted salary is between 57600 - 60000 £ per year.
Job Description
- Level 4 CII / CISI qualified (essential)
- Minimum three years’ experience working with financial advisers in a BD capacity
- Ideally from a platform, MPS, or investment management background
- Strong knowledge of the Liverpool/intermediary market and surrounding area
If you’re ready to take your next step into discretionary fund management and want to do it in a collaborative, well-established, and high-potential environment, we’d love to hear from you.
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 Liverpool financial services community. Attend local industry events, seminars, and workshops to meet potential contacts and build relationships with financial advisers who could be key to your success in this role.
✨Tip Number 2
Familiarise yourself with the specific discretionary propositions offered by our firm. Understanding these products inside out will enable you to confidently discuss them with advisers and demonstrate how they can benefit their clients.
✨Tip Number 3
Research the current trends and challenges in the Liverpool investment management market. Being knowledgeable about the local landscape will help you tailor your approach when engaging with financial advisers and position yourself as a valuable partner.
✨Tip Number 4
Prepare to showcase your previous successes in business development. Be ready to share specific examples of how you've built relationships and generated new business, as this will demonstrate your capability and fit for the role.
We think you need these skills to ace Business Development Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in business development, particularly with financial advisers. Emphasise your qualifications, such as Level 4 CII/CISI, and any specific achievements in previous roles that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the discretionary fund management sector and your passion for building long-term relationships. Mention your familiarity with the Liverpool market and how your background makes you a perfect fit for this role.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as relationship management, strategic thinking, and knowledge of investment products. Use specific examples to demonstrate how you've successfully applied these skills in past positions.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are essential in the financial services industry.
How to prepare for a job interview at BWD Search & Selection
✨Know Your Market
Familiarise yourself with the Liverpool financial market and the specific needs of financial advisers in the area. Being able to discuss local trends and challenges will demonstrate your expertise and commitment to the role.
✨Highlight Relevant Experience
Prepare to discuss your previous experience in business development, particularly any roles involving financial advisers or discretionary fund management. Use specific examples to illustrate how you've successfully built relationships and driven business growth.
✨Showcase Collaboration Skills
Since this role emphasises internal collaboration, be ready to share examples of how you've worked effectively within teams. Highlight instances where you’ve partnered with investment managers or other departments to achieve common goals.
✨Prepare Questions
Have insightful questions ready for your interviewers about the company's culture, growth opportunities, and their expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.