At a Glance
- Tasks: Drive new business and build relationships in the financial adviser market.
- Company: Rapidly growing wealth management business with a supportive culture.
- Benefits: Competitive salary, uncapped bonus, hybrid working, and career progression.
- Other info: Collaborative environment with excellent support and resources for success.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Experience in business development and strong relationship-building skills.
The predicted salary is between 60000 - 70000 £ per year.
If you’re an ambitious Business Development Manager looking to take the next step in your career, this could be the ideal opportunity. I’m working with a rapidly growing wealth management business that is seeking a proactive, commercially minded BDM to drive new business across the financial adviser market. This is a true hunter role, focused on winning new adviser relationships and introducing advisers to a comprehensive wealth management proposition that includes platform, MPS, DFM, funds and structured solutions. The successful individual will be supported by an experienced relationship management team, allowing them to focus on what they do best – opening doors, creating opportunities and bringing new business into the firm.
Key Responsibilities
- Identify, develop and convert new adviser relationships across the UK intermediary market.
- Deliver a structured business development plan to generate new assets and revenue.
- Promote a broad suite of wealth management solutions including platform, MPS, DFM and investment products.
- Conduct face‑to‑face, virtual and telephone meetings with financial advisers and wealth managers.
- Work closely with senior sales leadership on larger opportunities and platform propositions.
- Maintain a strong pipeline of opportunities using CRM and business intelligence tools.
- Handover successfully onboarded adviser firms to the relationship management team for ongoing servicing.
Why Join?
- Award‑winning investment proposition with a strong track record of performance.
- Comprehensive product suite covering platform, MPS, DFM, funds and structured investments.
- Proven ability to attract significant adviser assets.
- Dedicated relationship and account management teams allowing BDMs to focus on new business generation.
- Collaborative and supportive sales culture.
- Hybrid working model with a Central London office.
- High-quality CRM, data analytics and lead generation support.
- Excellent earning potential through a transparent and highly attractive revenue‑linked bonus structure.
- Opportunity to progress within a growing and ambitious organisation.
Requirements
- Experience in adviser‑facing business development within platform, DFM, wealth management, MPS or broader financial services.
- Strong relationship‑building and new business generation skills.
- Commercially driven with a proactive, self‑starting mentality.
- Comfortable conducting both face‑to‑face and virtual adviser meetings.
- Looking for a role where effort and success are directly rewarded.
- Existing adviser relationships would be advantageous but are not essential.
For a confidential discussion and further information, please get in touch.
Business Development Manager – London & South East employer: davies marsh
Join a highly respected independent investment management firm that offers an exceptional work culture and a collaborative, entrepreneurial environment. With direct access to experienced investment professionals and a strong focus on personal growth, this role provides not only a competitive salary and uncapped bonus potential but also the opportunity to represent a premium, bespoke investment proposition in the North of England. Experience a supportive atmosphere where your contributions are valued and rewarded, making it an excellent place for career advancement.
StudySmarter Expert Advice🤫
We think this is how you could land Business Development Manager – London & South East
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and meet-ups to connect with potential employers and other professionals. Remember, it’s all about who you know, so don’t be shy!
✨Tip Number 2
Leverage LinkedIn to showcase your expertise. Share insights, engage with posts, and connect with decision-makers in the wealth management sector. A strong online presence can open doors for you!
✨Tip Number 3
Prepare for interviews by researching the company and its products. Be ready to discuss how your skills align with their needs, especially in driving new adviser relationships. Show them you’re the perfect fit!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you an edge. Let’s get you that Business Development Manager role!
We think you need these skills to ace Business Development Manager – London & South East
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 adviser-facing business development and any relevant achievements that showcase your ability to drive new business.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your proactive approach and how you’ve successfully built relationships in the wealth management sector.
Showcase Your Skills:Don’t just list your skills; demonstrate them! Use specific examples from your past experiences where you’ve identified and converted new adviser relationships or delivered on a structured business development plan.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you one step closer to joining our collaborative team!
How to prepare for a job interview at davies marsh
✨Know Your Wealth Management Stuff
Make sure you brush up on your knowledge of wealth management solutions, especially platforms, MPS, and DFM. Being able to discuss these topics confidently will show that you're not just a hunter but also someone who understands the market.
✨Show Off Your Relationship Skills
Prepare examples of how you've successfully built and maintained adviser relationships in the past. This role is all about creating connections, so demonstrating your relationship-building skills will be key to impressing the interviewers.
✨Have a Business Development Plan Ready
Think about how you would approach generating new business in this role. Presenting a structured business development plan during your interview can highlight your proactive mindset and commercial acumen, which are crucial for success.
✨Practice Your Pitch
Since you'll be conducting face-to-face and virtual meetings, practice your pitch for introducing advisers to the wealth management proposition. Being articulate and persuasive will help you stand out as a strong candidate who can drive new business effectively.
