At a Glance
- Tasks: Build relationships with financial advisers and identify new business opportunities in inheritance tax planning.
- Company: Award-winning investment specialist with a collaborative, high-performing culture.
- Benefits: Base salary up to £45k, OTE of c£90k, extensive training, and strong benefits package.
- Other info: Opportunity for career progression and professional development in a dynamic environment.
- Why this job: Become a recognised specialist in a rewarding market and make a meaningful difference for clients.
- Qualifications: Experience in business development or relationship management, excellent communication skills, and a proactive attitude.
The predicted salary is between 45000 - 48000 £ per year.
Our client is an award-winning investment specialist operating in one of the fastest-growing areas of financial planning.
Working with financial advisers across the UK, they help individuals preserve family wealth and pass assets to future generations through innovative inheritance tax planning solutions.
Backed by an exceptional reputation, billions of pounds under management and a collaborative, high-performing culture, the business offers a unique opportunity to become a recognised specialist within a technically rewarding market.
You’ll receive extensive product training, ongoing professional development and the chance to build long-term adviser relationships while representing solutions that make a meaningful difference to clients and their families.
You will own your region and be afforded the opportunity to progress within the firm through exceptional performance into an external or equivalent seniority role in the future.
As well as a strong benefits package, the individual can expect a base salary of up to £45k DOE and OTE of c£90k.
Responsibilities
- Build and develop long-term relationships with financial advisers, becoming their trusted point of contact for specialist inheritance tax planning solutions.
- Proactively identify new business opportunities through outbound calls, email, and Linked In, arranging high-quality meetings and generating a strong regional pipeline.
- Work closely with an experienced Regional Business Development Manager to execute sales strategies, maximise opportunities and achieve regional growth targets.
- Deliver exceptional customer service by supporting advisers with product information, technical queries and tailored solutions throughout the sales process.
- Represent the business at adviser meetings, industry events and conferences, strengthening relationships while promoting innovative inheritance tax planning solutions.
Qualifications
- Previous experience within a Business Development, Account Management, Internal Sales or Relationship Management role, ideally within financial services or a regulated environment.
- Proven ability to build strong, long-term client relationships and identify opportunities to grow existing and new business.
- Excellent communication and presentation skills, with the confidence to engage with senior stakeholders and professional advisers.
- Proactive, self‑motivated approach with strong organisational skills and ability to manage multiple opportunities simultaneously.
- Commercially minded with a consultative sales style focused on understanding client needs and delivering tailored solutions.
- Experience using CRM systems (Salesforce or similar) to manage pipelines and maintain accurate records is advantageous.
- Competent using Microsoft Office (Outlook, Excel, Teams).
- Willingness to learn technical products and develop specialist knowledge within the inheritance tax planning sector.
- Positive, collaborative attitude with a genuine desire to contribute to a high-performing team.
- Location
- London
- Job Type and Hours
- Full Time, Monday-Friday, Permanent
How to Apply
Interested candidates can send their resumes to mentioning the Job Title in the subject line.
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Business Development Manager – IHT Product Specialist in London employer: Express Recruitment
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