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For Companies At a Glance
- Tasks: Build and manage relationships with financial advisers, promoting competitive platform solutions.
- Company: Established platform provider with a strong brand and exceptional staff retention.
- Benefits: Competitive salary up to £100,000, uncapped earnings, and long-term career progression.
- Other info: Dynamic role with a focus on strategic account management and proactive business development.
- Why this job: Join a high-performing team and make a real impact in the financial adviser community.
- Qualifications: Proven experience in business development within the platform market and excellent communication skills.
The predicted salary is between 72000 - 84000 £ per year.
I’m pleased to be partnering with a well-established platform provider that works closely with the UK financial adviser community. With a strong brand, compelling proposition and exceptional staff retention, this is a business that has built its reputation on long-term partnerships and consistent delivery. They’re looking to appoint a Business Development Director to cover Scotland & Northern Ireland.
The Role
You’ll be responsible for building and managing relationships with financial advisers across the region, promoting a broad and competitive platform proposition alongside associated investment solutions. Operating within a high-performing, franchise-style model, this opportunity will suit a genuine self-starter — someone comfortable taking full ownership of their territory. The role offers a balanced blend of strategic account management and proactive new business development, rather than a purely transactional sales position. Success will come from developing deep, consultative relationships, driving platform adoption and increasing assets under administration across your region.
Key Responsibilities
- Develop new, long-term relationships with advisers across Scotland & Northern Ireland while strengthening existing partnerships
- Drive platform adoption and asset growth
- Deliver high-quality presentations and valuable market insight to advisers and their teams
- Manage pipeline activity and contribute to regional business planning
- Work collaboratively within a small, high-calibre team structure
Candidate Requirements
- Proven BDM / BDD experience within the platform market
- Strong understanding of the UK intermediary market
- Professional, credible approach with excellent communication skills
- Self-motivated and disciplined, with the ability to manage a broad territory independently
- Comfortable operating within a close-knit, franchise-style environment
What’s on Offer
- Basic salary up to £100,000
- OTE £200,000+
- Uncapped earning potential
- Excellent brand and market reputation
- Strong culture with exceptional retention levels
- Long-term career progression within a stable and growing business
If you’re a Scotland or Northern Ireland-based BDM exploring your options and looking to join a high-quality platform provider with genuine long-term potential, I’d welcome a confidential conversation.
Scotland & NI – Platform – Business Development Director employer: davies marsh
Contact Detail:
davies marsh Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Scotland & NI – Platform – Business Development Director
✨Tip Number 1
Network like a pro! Get out there and connect with financial advisers in Scotland and Northern Ireland. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. Building those relationships can give you a leg up when it comes to landing that Business Development Director role.
✨Tip Number 2
Showcase your expertise! Prepare to deliver high-quality presentations that highlight your understanding of the platform market. Use real-life examples to demonstrate how you've driven platform adoption and asset growth in previous roles. This will help you stand out as a credible candidate.
✨Tip Number 3
Be proactive! Don’t wait for opportunities to come to you. Reach out to potential employers directly through our website. Express your interest in the Business Development Director position and share how you can contribute to their success. A little initiative goes a long way!
✨Tip Number 4
Stay disciplined and organised! Managing a broad territory requires excellent time management skills. Use tools to keep track of your pipeline activity and ensure you're consistently following up with advisers. This will show potential employers that you’re ready to take full ownership of your territory.
We think you need these skills to ace Scotland & NI – Platform – Business Development Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Business Development Director. Highlight your experience in building relationships with financial advisers and any relevant achievements in the platform market. We want to see how you can bring value to our team!
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. Share your passion for the financial adviser community and how your skills align with our goals at StudySmarter. Remember, we love a good story!
Showcase Your Communication Skills: Since excellent communication is key for this position, make sure your application reflects that. Use clear, concise language and a professional tone. We want to see how you can convey complex ideas simply and effectively, just like you would with advisers.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates. Plus, it shows you're keen on joining our fantastic team at StudySmarter!
How to prepare for a job interview at davies marsh
✨Know Your Market
Make sure you have a solid understanding of the UK intermediary market. Research current trends, challenges, and opportunities within Scotland and Northern Ireland. This will not only impress your interviewers but also help you articulate how you can drive platform adoption and asset growth.
✨Showcase Relationship Building Skills
Prepare examples that highlight your ability to develop long-term relationships with financial advisers. Think about specific instances where you've successfully managed partnerships or driven consultative sales. This role is all about building trust, so be ready to discuss your approach to relationship management.
✨Present with Confidence
Since delivering high-quality presentations is key in this role, practice your presentation skills ahead of time. Consider creating a mock presentation on a relevant topic to demonstrate your market insight. This will show that you can communicate effectively and provide value to advisers and their teams.
✨Demonstrate Self-Motivation
As a self-starter, it's crucial to convey your ability to manage your territory independently. Share examples of how you've taken ownership of projects or initiatives in the past. Highlight your discipline and motivation, as these traits are essential for success in a franchise-style environment.