At a Glance
- Tasks: Lead business development and build relationships with financial advisers across the South West.
- Company: Join Evelyn Partners, a UK leader in wealth management and financial planning.
- Benefits: Enjoy a competitive salary, private medical insurance, and a generous holiday package.
- Other info: Embrace a hybrid working model and contribute to diversity and inclusion initiatives.
- Why this job: Make a significant impact in financial services while mentoring junior colleagues.
- Qualifications: Proven experience in business development with strong IFA relationships required.
The predicted salary is between 40500 - 49500 £ per year.
Company Description Evelyn 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 salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependant)Generous holiday package Option to purchase additional holiday Shared parental leave We 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.
- Finance Experience level: Director
- Industry: Financial Services
Senior Director Business Development 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.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Director Business Development in Bristol
✨Get to Grips with Data Visualisation Tools
If you're aiming for a full-time role in business intelligence, brush up on your skills with popular data visualisation tools like Tableau or Power BI. Showcasing projects where you've transformed raw data into clear visual insights can give you a real edge.
✨Join Local Business Intelligence Meetups
Look for local business intelligence meetups or analytics conferences in your area. These events are not just great for learning but also for networking with industry professionals who could lead you to opportunities at companies like Evelyn Partners!
✨Engage with Online BI Communities
Join online forums or communities focused on business intelligence—think LinkedIn groups, Reddit threads, or even dedicated Slack channels. Engage actively by sharing your insights and asking questions; this can help you build visibility and connect with potential employers.
✨Leverage Your University’s Career Support
If you're a recent graduate, definitely tap into your university's career services. Many have connections with companies in need of full-time BI specialists, and they can guide you on how to pitch yourself effectively—don't miss out on that!
We think you need these skills to ace Senior Director Business Development in Bristol
Some tips for your application 🫡
Highlight Your Analytical Skills:In the business intelligence field, showcasing your analytical skills is a must. Make sure your CV includes relevant experience with data analysis tools, programming languages like SQL or Python, and any projects where you've interpreted complex data sets to drive business decisions.
Showcase Your Business Acumen:Don't just focus on data; show us how you can apply your insights to real-world business problems. Highlight projects where you made a tangible impact on company performance, and be prepared to explain your thought process in your cover letter.
Tailor Your Documents for Us:When applying for a full-time role at Evelyn Partners, tailor your CV and cover letter to reflect our organisational goals and strategies. Mention specific tools and methodologies that align with what we do—this shows you’ve done your homework and are genuinely interested in our mission!
Include Relevant Certifications:Certifications like Google Data Analytics or similar qualifications can really make you stand out in business intelligence. Include these in your application, as they demonstrate your commitment to the field and your willingness to stay current with industry standards.
How to prepare for a job interview at Evelyn Partners
✨Show off your analytical skills
In a business intelligence role, you're going to need to demonstrate your analytical prowess. Be prepared to discuss specific tools you've used, like SQL, Tableau, or Power BI. Have real-world examples ready where you’ve turned data into actionable insights – this is what makes us shine in interviews!
✨Practice your technical know-how
Expect some technical questions during the interview that dive deep into your understanding of data modelling and analytics frameworks. Brush up on your knowledge of data warehousing concepts and be ready to tackle any real case scenarios they might present. They’ll want to see how you approach problems using your BI toolkit.
✨Portfolio of Projects
Since it's a full-time role, having a strong portfolio is key! Compile case studies demonstrating your previous projects, preferably showing how your insights led to business improvements. This can help us display how you think through complex datasets and your problem-solving process, which is what employers are keen on seeing.
✨Know their business model
Get familiar with Evelyn Partners’s business model and recent data-driven decisions. Be prepared to discuss how your skills can specifically support their objectives or challenges. Understanding their landscape shows that you’re not just a data buff, but you’re also genuinely interested in how BI can impact their bottom line.
