At a Glance
- Tasks: Build and maintain strong relationships with financial advisers and drive new business opportunities.
- Company: Join a forward-thinking discretionary fund manager with a collaborative culture.
- Benefits: Competitive salary up to £80,000, rewarding remuneration structure, and excellent benefits package.
- Other info: Exciting progression opportunities and access to a dynamic network across multiple regions.
- Why this job: Make a measurable impact in a growing business while developing your career.
- Qualifications: Proven experience in business development within financial services and strong communication skills.
The predicted salary is between 80000 - 80000 € per year.
We are partnering with a highly regarded discretionary fund manager that specialises in evidence-based, passive investment portfolios for financial advisers. As part of their continued growth, they are seeking an experienced Business Development Manager to build, develop, and maintain strong intermediary relationships across Wales, the Midlands, the East of England, and the South West.
This is an exciting opportunity for a commercially minded, relationship-led BDM with a proven track record of winning and retaining business within the adviser market. You’ll be joining a forward-thinking, entrepreneurial business with a strong proposition, a collaborative culture, and genuine scope to make a measurable impact.
The opportunity
You will take ownership of a regional patch and focus on growing relationships with financial advisers, introducers, and intermediary partners. Working closely with internal colleagues across investments, marketing, and client service, you will help drive new business, strengthen existing relationships, and support the continued growth of assets under management.
What you’ll be doing
- Building and maintaining strong relationships with financial advisers and intermediary partners.
- Generate leads and cold call prospective customers.
- Identifying and converting new business opportunities across your region.
- Managing a pipeline of prospects and existing relationships to support growth and retention.
- Leading meetings and presentations, both face to face / virtually or over the phone.
- Working collaboratively with internal teams to support client outcomes and business objectives.
- Staying informed on market developments, competitor activity, and regulatory change.
- Representing the business at events, seminars, and networking opportunities where appropriate.
What we’re looking for
- Proven experience in business development within financial services.
- A strong network of intermediary and adviser relationships, ideally across the target regions.
- Previous experience in a DFM, asset manager, MPS, platform, or IFA environment.
- Confidence in building rapport, influencing stakeholders, and closing business.
- A solid understanding of investment solutions and the adviser market.
- Strong communication, organisation, and strategic thinking skills.
- Ideally Level 4 qualified via CII / PFS, or working towards it.
- Accessibility to Wales, the Midlands, the East of England, and the South West for travel purposes to potential clients.
Package
- Basic salary up to £80,000 (Higher base available for candidates with an established network).
- Reward remuneration structure.
- Benefits package.
- Progression opportunities within a growing business.
If you have the right background and experience, and the drive to build something meaningful, please apply.
Business Development Manager employer: Cameron Kennedy
Join a highly regarded discretionary fund manager that champions a collaborative and entrepreneurial culture, offering you the chance to make a significant impact in your role as a Business Development Manager. With a competitive salary of up to £80,000 and a rewarding remuneration structure, you'll benefit from ample progression opportunities within a growing business while building strong relationships across Wales, the Midlands, East of England, and South West.
StudySmarter Expert Advice🤫
We think this is how you could land Business Development Manager
✨Tip Number 1
Network like a pro! Attend industry events, seminars, and local meet-ups to connect with financial advisers and intermediary partners. The more people you know, the easier it is to build those all-important relationships.
✨Tip Number 2
Don’t be shy about cold calling! It might feel daunting, but reaching out to prospective customers can lead to fantastic opportunities. Just remember to be genuine and focus on how you can help them.
✨Tip Number 3
Keep your finger on the pulse of the market. Stay updated on competitor activity and regulatory changes so you can have informed conversations with potential clients. Knowledge is power!
✨Tip Number 4
Apply through our website! We’re always on the lookout for talented individuals who can make a difference. Show us what you’ve got and let’s grow together in this exciting journey.
We think you need these skills to ace Business Development Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Business Development Manager. Highlight your experience in building relationships and winning business in financial services, especially if you’ve worked with advisers before.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your passion for business development and how your skills align with our needs. Don’t forget to mention your understanding of investment solutions and the adviser market.
Showcase Your Achievements:When detailing your experience, focus on specific achievements that demonstrate your ability to generate leads and manage relationships. Numbers speak volumes, so include metrics where possible to show your impact.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Cameron Kennedy
✨Know Your Market
Before the interview, make sure you’re up to speed on the latest trends in the financial services sector, especially regarding discretionary fund management. Familiarise yourself with key players and recent developments in the adviser market to show that you’re not just knowledgeable but also genuinely interested.
✨Showcase Your Relationships
Be prepared to discuss your existing network of financial advisers and intermediary partners. Highlight specific examples of how you've built and maintained these relationships, and be ready to explain how you can leverage them for the company’s benefit.
✨Demonstrate Your Sales Skills
Since this role is all about business development, come armed with examples of how you’ve successfully generated leads and closed deals in the past. Use metrics to quantify your success, like percentage growth in client acquisition or retention rates, to make a strong impression.
✨Engage with the Team
This position requires collaboration with internal teams, so be ready to discuss how you work with others. Share examples of how you’ve partnered with marketing, client service, or investment teams to achieve common goals, and express your enthusiasm for contributing to a collaborative culture.
