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- Tasks: Promote a top-performing investment proposition to financial planning firms across the UK.
- Company: Major UK wealth management firm managing over £100bn.
- Benefits: Salary up to £67,700, bonus potential, hybrid working, and excellent health benefits.
- Why this job: Sell a product you believe in and enjoy a clear career progression path.
- Qualifications: Experience in investment sales and Level 4 Diploma in financial planning required.
- Other info: Collaborative environment with opportunities for face-to-face client meetings.
The predicted salary is between 50000 - 75000 £ per year.
Salary/Rate: To £67,700 + bonus (up to 50% of salary) + excellent benefits.
Like the idea of selling an investment proposition you can actually stand behind? Not just "another" MPS. No apologising for performance. No trying to book meetings for products you wouldn’t back yourself. This is a role where the proposition does the heavy lifting. Where the bonus is meaningful. And there’s a clear pathway to getting out of the office and into the field.
At this firm, you’ll be promoting a well-established investment proposition to financial planning firms across the UK. This includes a top performing MPS and various multi-asset portfolios (with active and passive strategies). You won’t be doing this in isolation. You’ll work closely with regional Wealth Account Managers on a shared target. Most of this will come through existing clients, but you will develop new ones too. With smaller advice firms you'll take the lead. When you uncover a larger opportunity with serious AUM potential you won’t be left to handle it alone. You’ll go out with the Investment Director to meet the client face to face. And as for that pathway, they have that sorted too. The plan is for you to spend 2–3 years in this role before moving into a field-based business development position.
THE COMPANY: This is a major UK wealth management firm that manages £100bn+. It’s widely regarded as one of the strongest platforms and investment providers in the UK. This matters. In business development and investment sales, you’re only as good as your product. This one sells itself far more easily than most.
PACKAGE:
- Salary up to £67,700 (depending on experience)
- Bonus up to 50% of salary
- Hybrid working (3 days in the London office)
- 26 days holiday
- Non-contributory pension (with option to boost)
- Private medical (with family options)
- Life assurance (4x salary)
- Income protection (75% of salary after 26 weeks)
- Flexible benefits you can tailor
HERE'S WHAT YOU'LL NEED: You need to have experience in investment sales (multi-asset, MPS or broader investments). You'll have the ability to understand and articulate an investment proposition quickly. You'll need to hold Level 4 Diploma in financial planning (IMC Level 4 is also fine). Plus you’ll be confident speaking to advisers, commercially curious and comfortable building relationships over time, not chasing quick wins.
Interested? Click Apply. Don’t worry if your CV isn’t perfect or up to date. Send what you have - we can sort the rest later. Everyone will receive a response.
Business Development Manager employer: Exchange Street Claims ltd
Contact Detail:
Exchange Street Claims ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. The more connections you make, the better your chances of landing that Business Development Manager role.
✨Tip Number 2
Practice your pitch! You need to be able to articulate your value and the investment proposition clearly. Role-play with a friend or mentor to get comfortable talking about your experience and how it aligns with what the company is looking for.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’re the perfect fit for the position.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you along the way. Plus, applying directly can sometimes give you an edge over other candidates. So, what are you waiting for? Get your application in!
We think you need these skills to ace Business Development Manager
Some tips for your application 🫡
Show Your Passion for Investment Sales: When you're writing your application, let your enthusiasm for investment sales shine through. We want to see that you genuinely believe in the products you're selling and can articulate their value. Remember, this isn't just another job; it's about promoting something you can stand behind!
Tailor Your CV to the Role: Make sure your CV highlights your experience in investment sales, especially with multi-asset portfolios or MPS. We love seeing candidates who can connect their past roles to what we’re looking for. Don’t hesitate to tweak your CV to match the job description – it shows us you’re serious about this opportunity!
Be Honest About Your Experience: Don’t stress if your CV isn’t perfect or up to date. Just send us what you have! We appreciate honesty and are more interested in your potential and how you can contribute to our team. So, be upfront about your skills and experiences, and we’ll sort the rest later.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about us and what we do before hitting that 'apply' button!
How to prepare for a job interview at Exchange Street Claims ltd
✨Know Your Product Inside Out
Make sure you understand the investment proposition thoroughly. Be ready to discuss its strengths and how it stands out in the market. This will show your confidence and ability to articulate the value to potential clients.
✨Showcase Your Relationship-Building Skills
Prepare examples of how you've successfully built relationships in previous roles. Highlight your approach to nurturing long-term connections rather than just chasing quick wins, as this aligns with what the company values.
✨Demonstrate Commercial Curiosity
Be prepared to ask insightful questions about the company's strategies and market position. This shows that you're not just interested in the role but also in understanding the broader business landscape.
✨Prepare for a Collaborative Approach
Since you'll be working closely with regional Wealth Account Managers, think of ways to demonstrate your teamwork skills. Share experiences where collaboration led to successful outcomes, emphasising your ability to work towards shared targets.
