Job Description There are sales jobs where you inherit a patch and spend the next 12 months explaining why someone else’s numbers weren’t very good. You’ll work alongside two successful BDMs, sharing responsibility for growing platform and investment business across an existing panel of financial adviser firms. Bonus of around £25,000 at target ~ 10% non-contributory pension ~26 days’ holiday ~ Private medical insurance ~4x life assurance ~ Flexible benefits ~ Fully remote working You’ll manage relationships with financial planning firms across Scotland and Northern Ireland, spotting opportunities to increase flows, supporting campaigns and working closely with your external BDM colleagues. Longer term, there’s a clear route into external/field BDM positions if that’s where you want your career to go. You’ll need to understand the financial adviser market and know your way around platforms. Wealth Sales Consultant Platform Relationship Manager Internal BDM / BDM Support Consultant Provider sales professional Adviser-facing relationship manager Financial Adviser looking to move into distribution More important than the exact job title is that you’re commercial, credible with advisers and comfortable having sales conversations. You’ve got an established adviser panel, a major wealth management brand behind you, two high-performing BDMs alongside you and a package worth around £80,000 at target. For someone already working in provider/platform sales, it’s a very good next move. And if you’re an adviser who enjoys building relationships and winning business more than writing suitability reports, it might be an interesting change of direction too. ---------------------------------------------------------------------------------
Manager-Account Manager in Edinburgh employer: Exchange Street Claims & Financial Services
As a leading firm in the claims management sector, we pride ourselves on fostering a supportive and dynamic work culture that empowers our employees to excel. With a focus on professional development and a commitment to work-life balance, our remote positions offer flexibility while allowing you to manage high-value domestic claims across the vibrant Leeds and Yorkshire regions. Join us to be part of a team that values your expertise and provides ample opportunities for growth and advancement.
Contact Details:
Exchange Street Claims & Financial Services Recruitment Team
