Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Build and nurture relationships with mortgage intermediaries while promoting our mortgage products.
- Company: Join a forward-thinking financial services company that values inclusion and innovation.
- Benefits: Enjoy a 4-day office week, wellbeing subsidies, gym memberships, and private medical options.
- Why this job: Make a real impact in the financial sector while developing your professional skills.
- Qualifications: Experience in B2B sales within financial services and strong presentation skills required.
- Other info: Collaborative culture that encourages creativity and personal growth.
The predicted salary is between 36000 - 60000 £ per year.
Role Overview
The role involves proactively developing and growing relationships with mortgage intermediaries, ensuring each intermediary is appropriately authorised to promote our products and operates in line with the FCA's principles of Treating Customers Fairly and Consumer Duty requirements. You will promote our mortgage offering to both new and existing brokers to win incremental business, while also identifying and developing new accounts to drive volume. The position includes organising and attending trade exhibitions, seminars and corporate events, as well as gathering market intelligence and competitor insights to support strategic and tactical decision-making. In addition, you will review all new enquiries, decline or issue Indicative Terms where appropriate, prepare the required case documentation, and complete a thorough handover to the lending specialist to progress each case through to completion. To ensure your responsibilities regarding Treating Customers Fairly, the Prevention of Financial Crime (including money laundering, identification and reporting of fraud) are carried out effectively and in accordance with the Company's internal policies.
Responsibilities
- Develop and grow relationships with mortgage intermediaries.
- Promote mortgage products to new and existing brokers.
- Attend trade exhibitions, seminars and corporate events.
- Gather market intelligence and competitor insights.
- Review new enquiries and prepare case documentation.
- Ensure compliance with Treating Customers Fairly and Prevention of Financial Crime.
Qualifications
- Act with integrity at all times and embrace the philosophy of treating our customers fairly.
- Knowledge of the Company's products and ability to describe them clearly to intermediaries.
- Presentation skills – able to construct and deliver sales presentations with confidence, conviction and clarity of message.
- Report writing and diary management – ability to convey key messages in a clear and concise manner in written form.
- Financial understanding – ability to work with figures and numbers confidently and utilize the CRM system effectively.
- Relevant selling experience in a business-to-business environment within the financial services and mortgage space specifically.
- Detailed knowledge of the financial services intermediary market.
- Previous experience managing IFA and other intermediary trading relationships.
- Proven track record of successfully selling to intermediaries/third parties.
Culture & Working Week
Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation. As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote.
Benefits
- Wellbeing Subsidy
- Corporate Gym Membership
- Virtual GP
- Peppy Health App (Fertility, Menopause and Early Parenthood)
- Optional Private Medical & Dental Insurance
- Pension
- Private Medical Cover
- Virtual GP
- Gym Discounts
- Psychologist Service
- Annual Leave
- Life Assurance
- Loading
Private Client - Intermediary Business Developer (12959) in City of London employer: Investec
Contact Detail:
Investec Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client - Intermediary Business Developer (12959) in City of London
✨Network Like a Pro
Get out there and meet people! Attend trade exhibitions, seminars, and corporate events to connect with mortgage intermediaries. Building relationships face-to-face can really set you apart from the competition.
✨Show Off Your Knowledge
When chatting with brokers, make sure you know your stuff! Be ready to discuss our mortgage products in detail and how they can benefit their clients. Confidence in your knowledge will help you win their trust.
✨Gather Market Insights
Keep your ears open for market intelligence and competitor insights. This info is gold when it comes to making strategic decisions and can give you an edge in conversations with intermediaries.
✨Follow Up Like a Champ
After meeting potential clients, don’t just leave it there! Follow up with a personalised message or call to keep the conversation going. This shows you're serious about building that relationship and can lead to more business down the line.
We think you need these skills to ace Private Client - Intermediary Business Developer (12959) in City of London
Some tips for your application 🫡
Know Your Stuff: Before you start writing, make sure you understand our products and the mortgage intermediary market. This will help you convey your knowledge clearly and show us that you're the right fit for the role.
Tailor Your Application: Don’t just send a generic application! Make sure to tailor your CV and cover letter to highlight your relevant experience in developing relationships with intermediaries and your understanding of Treating Customers Fairly.
Show Off Your Skills: We want to see your presentation and report writing skills shine through. Use clear and concise language, and don’t forget to include examples of how you've successfully sold to intermediaries in the past.
Apply Through Our Website: Make it easy for us to find your application by applying directly through our website. It’s the best way to ensure your application gets the attention it deserves!
How to prepare for a job interview at Investec
✨Know Your Products Inside Out
Make sure you have a solid understanding of the mortgage products you'll be promoting. Be ready to explain their features and benefits clearly to intermediaries, as this will show your expertise and build trust.
✨Showcase Your Relationship-Building Skills
Prepare examples of how you've successfully developed relationships with brokers or intermediaries in the past. Highlight your ability to maintain these relationships and how they contributed to business growth.
✨Demonstrate Compliance Knowledge
Familiarise yourself with the FCA's principles of Treating Customers Fairly and Consumer Duty requirements. Be prepared to discuss how you ensure compliance in your work and how it impacts your interactions with intermediaries.
✨Engage with Market Insights
Research current trends in the financial services and mortgage market. Bring insights to the interview about competitors and market intelligence, showing that you're proactive and informed about the industry landscape.
