At a Glance
- Tasks: Build strong relationships with financial advisers and drive growth across existing accounts.
- Company: Join a fast-growing UK investment business with a supportive culture.
- Benefits: Competitive salary, up to 40% bonus, private healthcare, and clear progression opportunities.
- Other info: Home-based role covering South England with ongoing investment in your development.
- Why this job: Take the next step in your career with autonomy and no micromanagement.
- Qualifications: Experience in adviser-facing roles and strong relationship-building skills.
The predicted salary is between 50000 - 65000 £ per year.
Investment Distribution | Home-Based with travel | £50,000–£65,000 + up to 40% Bonus + Benefits
Are you commercially driven, confident working with financial advisers and ready to take the next step in your career? We are working with a fast-growing UK investment business looking to appoint a Regional Account Manager to cover the South of England.
This is not a passive account management role and it is not a pure cold-sales position. You will work with an established base of signed financial planning firms, helping to deepen relationships, increase adviser adoption and convert opportunities into sustainable asset flows.
You will:
- Build strong relationships with advisers, paraplanners and business owners
- Support onboarding, education and adviser training
- Drive adoption and growth across existing accounts
- Identify untapped AUM and further opportunities within firms
- Track pipeline, flows and engagement across your region
- Represent the business at client meetings, CPD sessions and industry events
Why join?
- Join one of the UK's fastest-growing MPS providers
- Work with an established client base and warm pipeline
- Home-based role covering the South of England
- No activity targets or micromanagement
- Clear progression opportunities within a growing distribution team
- Ongoing investment in your development and qualifications
- Private healthcare, critical illness cover, life insurance, pension and EV salary sacrifice
Who could this suit?
The business is open-minded on background and would be interested in speaking with candidates from:
- MPS or DFM providers
- Platforms
- Adviser-facing financial services businesses
- EIS, VCT or tax-efficient investment providers
- Telephone Account Manager or Business Development Consultant roles
This could be a strong next step for someone looking to move into a broader, more autonomous and field-facing position.
What are we looking for?
- Experience in an adviser-facing sales or relationship management role
- Strong understanding of the IFA and wealth management market
- Commercial mindset and evidence of growing relationships
- Confidence presenting propositions and handling adviser queries
- Strong communication, organisation and relationship-building skills
- Willingness to travel across the South of England
- Relevant industry qualifications, experience with suitability frameworks and an existing adviser network would be beneficial, but not essential.
To find out more, please contact Ellie for a confidential conversation or apply directly for immediate consideration.
Regional Account Manager - South England employer: BWD Search & Selection
Join a dynamic and rapidly expanding investment business that prioritises employee growth and development. As a Regional Account Manager, you'll enjoy the flexibility of a home-based role while being part of a supportive culture that values strong relationships and professional advancement. With no micromanagement and a focus on your success, this position offers an excellent opportunity to thrive in the financial services sector with comprehensive benefits including private healthcare and a generous bonus structure.
Contact Details:
BWD Search & Selection Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Regional Account Manager - South England
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We think you need these skills to ace Regional Account Manager - South England
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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Research and Reflect:Before hitting that 'apply' button on BWD Search & Selection's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at BWD Search & Selection
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with BWD Search & Selection.
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✨Network with Industry Professionals
Before your interview, reach out to current or former BWD Search & Selection employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
