Company DescriptionEvelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next.We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.We’re seeking a highly experienced and commercially successful Director, Business Development to join our team in Bristol, which is responsible for leading adviser relationship development across the South West. You will be responsible for building, deepening and converting relationships with Independent Financial Advisers, wealth planners and adviser firms throughout the region.This is a senior role requiring a proven business developer with strong existing relationships in the South West IFA market and a demonstrable track record of generating significant new assets under management. It will require the ability and credibility to deliver in excess of 100m of new AUM per annum, through a combination of new business development, strategic account management and long-term relationship building.In addition to driving commercial growth, the role will involve working closely with our offices across the South West, ensuring strong regional connectivity and a consistent client and adviser experience. You will also be expected to act as a senior member of the wider business development team, mentoring junior colleagues and contributing ideas, market insight and experience to support the continued growth of the firm.As Director Business Development, your responsibilities will include among others:Leading business development activity across Bristol and the wider South West region - identifying, developing and converting high-quality relationships with IFAs, adviser firms, wealth planners and professional connections.Building and managing senior relationships with key decision-makers, business owners, investment committees and adviser networks.Developing a clear regional business plan focused on target firms, growth opportunities and key strategic relationships.Significant experience in a senior business development, sales director or intermediary relationship role within financial services with strong existing relationships with IFAs and adviser firms across Bristol and the wider South West.Excellent knowledge of the adviser market, including adviser business models, platform dynamics, investment outsourcing and client proposition requirements.Desired: Existing network of high-quality adviser relationships in the South West.Experience working for an investment manager, discretionary fund manager, wealth manager, asset manager, platform or MPS provider.Relevant financial services qualifications, such as the Investment Management Certificate, Diploma in Financial Planning or equivalent.Experience contributing to broader distribution strategy, proposition development or regional growth planning.Previous responsibility for coaching or mentoring junior business development professionals.Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leaveWe are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. FinanceExperience level: DirectorIndustry: Financial Services
Contract Director - Part Time in Bristol employer: Evelyn Partners
Evelyn Partners is an excellent employer, offering a dynamic work environment in Liverpool that fosters collaboration and innovation. With a strong focus on employee growth, you will have access to professional development opportunities and the chance to engage with senior leadership, making your contributions impactful. The company values a supportive culture where your skills are recognised and rewarded, ensuring a meaningful and fulfilling career path.
