At a Glance
- Tasks: Lead business development and build relationships with financial advisers across the South West.
- Company: Evelyn Partners, a UK leader in wealth management and financial planning.
- Benefits: Competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Other info: Join a diverse team committed to inclusion and professional growth.
- Why this job: Drive significant growth and make an impact in a dynamic financial services environment.
- Qualifications: Proven experience in business development within financial services and strong adviser relationships.
The predicted salary is between 80000 - 100000 £ 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.
Job Description
What will you be doing?
We’re seeking a highly experienced and commercially successful Director, Business Development to join our team in Bristol, 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.
Responsibilities
- 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.
- Generating significant new AUM flows, capable of delivering in excess of £100m per annum.
- Building and managing senior relationships with key decision‑makers, business owners, investment committees and adviser networks.
- Promoting the firm’s investment solutions, including Managed Portfolio Services, discretionary services and other relevant propositions.
- Developing a clear regional business plan focused on target firms, growth opportunities and key strategic relationships.
- Managing a robust pipeline of adviser opportunities and ensuring disciplined follow‑up through to conversion.
Qualifications – Core Requirements
- 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.
- Demonstrable track record of generating substantial new AUM, ideally in excess of £100m per annum.
- Experience promoting investment solutions such as Managed Portfolio Services, discretionary fund management services, model portfolios or wider wealth management propositions.
- Excellent knowledge of the adviser market, including adviser business models, platform dynamics, investment outsourcing and client proposition requirements.
- Ability to engage confidently with senior stakeholders, including firm principals, investment committees and professional introducers with strong presentation, communication and relationship‑management skills.
- Commercially focused, with a clear understanding of pipeline management, opportunity qualification and conversion.
- 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.
- Experience hosting adviser events, investment seminars, roundtables or regional professional forums.
Benefits
- 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.
It is our commitment to provide a workspace where all colleagues, regardless of identity, background or circumstance, feel respected as individuals and can achieve their full potential in a safe, supportive, inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
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Director Business Development in England employer: Evelyn Partners
Evelyn Partners is an excellent employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Liverpool. Employees benefit from competitive salaries, private medical insurance, and ample opportunities for professional growth within the Wealth Management sector, making it a rewarding place to build a career while contributing to meaningful financial solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Director Business Development in England
✨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 Evelyn Partners. 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.
We think you need these skills to ace Director Business Development in England
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 Evelyn Partners.
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 Evelyn Partners'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 Evelyn Partners
✨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 Evelyn Partners.
✨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 Evelyn Partners 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 Evelyn Partners 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.
