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- Tasks: Build relationships with Scottish intermediaries and promote investment services.
- Company: Join a leading FTSE 250 financial planning and investment management firm.
- Benefits: Enjoy competitive salary, professional development, and a dynamic work environment.
- Why this job: Make a real impact in the financial sector while developing your career.
- Qualifications: 10+ years in retail financial services and QCA Level 4 qualification required.
- Other info: Opportunity to work with high net worth clients and diverse investment products.
The predicted salary is between 72000 - 108000 £ per year.
Our client is a FTSE 250 listed financial planning and investment management business who believe that everyone should have a financial plan. They provide a complete financial planning and investment service to professionals, business owners, retirees and other high net worth individuals, and multi-asset management to financial advisers, trustees, consultants, family offices and charities. Currently, they have a requirement for a Business Development Director to join their sales team focusing on building high quality relationships with Scottish based intermediaries promoting their full range of investment services. There is also the opportunity to develop relationships with discretionary investment firms. This range of investment services includes multi asset funds, single asset class funds, discretionary management services and an IHT service.
Responsibilities:
- Create long-term business partnerships with UK based Intermediaries and discretionary investment firms, securing profitable business flows.
- Develop existing and new relationships.
- Articulate full range of investment services in a compelling manner.
- Demonstrate good investment knowledge.
- Have an understanding of the tax and operational structures used by Intermediaries, eg, Pensions, ISAs, Bonds, GIA’s, Trusts and Platforms.
- Act in a professional and compliant manner at all times.
- Achieve personal objectives in line with corporate objectives.
Regulatory Responsibilities (Compliance/T&C):
- Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
You will ideally have:
- Good understanding of the UK intermediary market.
- Good investment knowledge, both general and product.
- Excellent relationship building, influencing and negotiation skills.
- Understanding of, and ability to work within, the compliance environment.
Requirements:
- At least ten years’ experience operating in the retail financial services environment with specific exposure to the UK intermediary market.
- Experience in the distribution of investment funds and/or Discretionary Fund Management in the UK intermediary market.
- Qualified to QCA Level 4 or above.
- Maintain professional standards through active participation in CPD programme.
Business Development Director, Scotland employer: CV-Library
Contact Detail:
CV-Library Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Director, Scotland
✨Tip Number 1
Network actively within the Scottish financial services community. Attend industry events, seminars, and conferences to meet potential intermediaries and discretionary investment firms. Building these connections can give you a significant edge in understanding their needs and how to approach them.
✨Tip Number 2
Stay updated on the latest trends and regulations in the UK intermediary market. This knowledge will not only enhance your conversations with potential clients but also demonstrate your commitment to compliance and risk management, which is crucial for this role.
✨Tip Number 3
Prepare to articulate the full range of investment services clearly and compellingly. Practise your pitch so that you can confidently explain how these services can benefit intermediaries and their clients, making it easier for them to see the value in partnering with you.
✨Tip Number 4
Leverage social media platforms like LinkedIn to connect with industry professionals and showcase your expertise. Share insights, articles, and updates related to investment management and financial planning to position yourself as a knowledgeable resource in the field.
We think you need these skills to ace Business Development Director, Scotland
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the retail financial services environment, particularly your exposure to the UK intermediary market. Emphasise your relationship-building skills and any specific achievements in business development.
Craft a Compelling Cover Letter: In your cover letter, articulate your understanding of the investment services offered and how your background aligns with the responsibilities of the Business Development Director role. Mention your ability to create long-term partnerships and your knowledge of compliance within the financial sector.
Showcase Your Investment Knowledge: Demonstrate your investment knowledge by including specific examples of how you've successfully navigated the UK intermediary market. Discuss your familiarity with various investment products and tax structures relevant to the role.
Highlight Compliance Awareness: Address your understanding of the regulatory framework and risk management practices in your application. This will show that you are not only focused on business development but also committed to maintaining professional standards and compliance.
How to prepare for a job interview at CV-Library
✨Know Your Investment Services
Make sure you have a solid understanding of the full range of investment services offered by the company. Be prepared to discuss multi-asset funds, single asset class funds, and discretionary management services in detail, as this will demonstrate your expertise and ability to articulate these services compellingly.
✨Build Rapport with Interviewers
Since the role focuses on relationship building, show your interpersonal skills during the interview. Engage with your interviewers, ask insightful questions, and share relevant experiences that highlight your ability to create long-term business partnerships.
✨Demonstrate Regulatory Knowledge
Familiarise yourself with the regulatory framework relevant to the role. Be ready to discuss how you have effectively managed risk in previous positions and how you ensure compliance while achieving business objectives.
✨Showcase Your Experience
With at least ten years in the retail financial services environment, be prepared to share specific examples of your experience in the UK intermediary market. Highlight your successes in distributing investment funds and your understanding of tax and operational structures used by intermediaries.
