Business Development Manager
About the role
- Eight Financial Advice
- Base salary + Commission (Uncapped)
Eight Financial Advice is one of the UK’s leading financial planning businesses, serving almost 20,000 clients, managing over £5 billion of client assets and supporting more than 70 Financial Advisers across the UK.
As part of our ambitious growth strategy, we are creating a new Business Development Manager role within our Business Growth Team.
This is a highly commercial role focused on building a structured pipeline of partnerships and introducer relationships across employers, professional services firms, employee benefit providers, accountants, payroll providers, solicitors and corporate organisations.
The successful candidate will help create new client acquisition opportunities whilst increasing the visibility and reach of Eight Financial Advice across the UK.
Requirements
Essential
- Proven success in B2B Business Development, Strategic Partnerships, Corporate Relationship Management or New Business roles.
- Strong experience engaging senior stakeholders and decision‑makers.
- Excellent communication, presentation and influencing skills.
- Strong negotiation and commercial acumen.
- High‑level CRM discipline and data management capability.
- Strong organisational and time management skills.
Desirable
- Experience within Financial Services, Wealth Management, Employee Benefits, Professional Services or related sectors.
- Understanding of financial planning or wealth management propositions.
- Knowledge of workplace financial wellbeing programmes.
- Familiarity with the St. James's Place operating model.
- The Person
We are looking for a proactive, commercially driven self‑starter who is energised by creating opportunities and building trusted relationships.
You will be naturally curious, highly motivated and comfortable operating with a high degree of autonomy.
You understand how to build structured prospecting strategies, maintain a healthy pipeline and convert opportunities into long‑term commercial partnerships.
Benefits
- Uncapped earning potential
- Hybrid working: 3 days in the office, 2 days wherever you work best
- Performance bonus + Company‑wide bonus
- 28 days’ holiday + bank holidays + your birthday off
- Private medical insurance & life assurance (4x salary)
- Wellbeing support: EAP, mental health helpline, cycle‑to‑work scheme
- Free mortgage and pension advice from our in‑house experts
- Volunteering time: 8 paid hours annually via The Eight Foundation
- Regular socials & epic events
- #J-18808-Ljbffr
Your tasks
Drive business growth by building partnerships and acquiring new clients.
Your profile
Proven B2B business development experience and strong communication skills.
What's also included
Enjoy uncapped earnings, hybrid working, and generous holiday allowance.
Tech stack & ways of working
Business Development Manager employer: Eight Financial Advice
At Eight Mortgages, we pride ourselves on being an exceptional employer that empowers our Self-Employed Mortgage Advisers with the freedom to manage their own clients while providing comprehensive support and resources. Our collaborative work culture fosters professional growth, ensuring you have access to a large book of potential clients and full admin assistance, allowing you to focus on delivering outstanding service without the burdens of business ownership. Join us to enjoy a rewarding career where your expertise is valued, and your success is our priority.
View Eight Financial Advice profile
Your perspectives
Be part of an ambitious team making a real impact in financial services.
StudySmarter Expert Advice
Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Eight Financial Advice. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
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.
Tailor Your Cover Letter to the Role
When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Eight Financial Advice.
Include Relevant Financial Software Experience
If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect
Before hitting that 'apply' button on Eight Financial Advice'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 Eight Financial Advice
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 Eight Financial Advice.
Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
Show Your Passion for Finance
Since this is a full-time position, employers at Eight Financial Advice will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
Network with Industry Professionals
Before your interview, reach out to current or former Eight Financial Advice 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.
