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- Tasks: Drive growth by building relationships with UK financial advisers and identifying new business opportunities.
- Company: Join Isio, a dynamic challenger in investment management with a focus on innovation.
- Benefits: Enjoy flexible working, professional development, and a supportive team culture.
- Why this job: Make a real impact in the finance industry while growing your career.
- Qualifications: Sales experience, strong interpersonal skills, and knowledge of wealth management products.
- Other info: Be part of an inclusive workplace that values diverse perspectives and personal growth.
The predicted salary is between 36000 - 60000 £ per year.
Join to apply for Business Development – Regional Head role at Isio . We\’re growing and want you to be a part of our journey.
Business Development – Regional HeadReporting into the Head of Distribution, the Business Development Regional Head will be responsible for driving the growth of Isio\’s investment management (DFM) solutions within their region by building and maintaining strong relationships with UK financial advisers, identifying new business opportunities, and delivering tailored investment solutions to meet the adviser\’s needs. This role will focus on achieving business growth targets while ensuring exceptional client service and compliance with regulatory standards.
Role and ResponsibilitiesBusiness Development
Identify and develop new opportunities to distribute investment management services, primarily to UK financial advisers.
Build and maintain a robust pipeline of prospective client firms through networking and strategic outreach.
Client Relationship Management
Build and nurture long‐term relationships with intermediary firms, supporting them in the delivery of their investment proposition for clients.
Sales & Marketing Strategy Execution
Develop and implement sales strategies to meet revenue targets and business objectives.
Use data‐driven insights to tailor sales approaches and solutions.
Contribute to and help implement the marketing strategy plan.
Raise the profile of the firm and act as an ambassador in all channels including networking events, investment seminars, CPD training events, sponsorships, conferences, LinkedIn, etc.
Work with internal teams (e.g. Private Wealth, pensions consulting, etc.) to cross‐sell services where possible.
Market Expertise
Stay up‐to‐date with market trends, macro events, regulatory changes, and competitor activity.
Provide insights into client needs and market demands to inform proposition development and service offerings.
Compliance and Risk Management
Ensure all activities comply with relevant regulations, including FCA standards.
Maintain accurate records of adviser relationships including adviser due diligence.
Key Performance Indicators (KPIs)
Achievement of individual and team sales targets.
Growth in client base and assets under management (AUM).
Compliance with regulatory requirements.
Contribution to wider firm initiatives.
Key Skills & Experience
Sales and Negotiation Skills: Proven ability to close deals and meet or exceed sales targets.
Client‐Centric Approach: Strong interpersonal skills with the ability to build trust and long‐term relationships.
Proactive, self‐starter, highly motivated, articulate and confident in presenting.
Market Knowledge: Deep understanding of wealth management products, investment options, and financial planning.
Commercial Acumen: Ability to identify and capitalise on profitable opportunities.
Regulatory Awareness: Familiarity with UK financial regulations, including FCA requirements.
Team Collaboration: Ability to work effectively with cross‐functional teams to deliver client solutions.
Professional qualifications (e.g., CISI Wealth Management, CII Diploma in Financial Planning, or equivalent) preferred.
Proven track record in DFM, fund management or platform sales, or in a relevant wealth management role.
Strong IT skills, including CRM systems and financial planning tools.
Demonstrated Commitment to our Core Purpose
Power in Partnership : We work in partnership with our clients & each other – building open and trusted relationships. Working together allows us to deliver the best for our clients.
Future Focus : We want to push our industry forward by solving problems in better ways that benefit both our clients & society.
Strength in Difference : We work with diverse perspectives to find better solutions. Working with differences makes us stronger.
People First : We recognise that pensions is a people business. People are the source of Isio\’s expertise and it is people\’s lives that we affect through our advice.
What we offer youIsio is a people business, and we\’re committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that\’ll be available to you will enable you to do this.
More about Isio and the benefits we offer can be found at Isio – Careers & Benefits.
About IsioIsio was \’born\’ in 2020 from the sale of KPMG UK\’s Pension Practice to a private equity firm. An industry‐leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience.
Isio is built by challengers, innovators and forward‐thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us – valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private.
At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.
We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work‐life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.
If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email hrrecruitment@ISIO.com.
Seniority level
Mid‐Senior level
Employment type
Full‐time
Job function
Business Development
Professional Services
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Business Development - Regional Head employer: Isio
Contact Detail:
Isio Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development - Regional Head
✨Network Like a Pro
Get out there and start networking! Attend industry events, seminars, and conferences to meet potential clients and partners. Remember, building relationships is key in business development, so don’t be shy about introducing yourself and sharing what you do.
✨Leverage Social Media
Use platforms like LinkedIn to showcase your expertise and connect with financial advisers. Share insights, engage with posts, and don’t hesitate to reach out to people directly. It’s all about making those connections that can lead to new opportunities!
✨Follow Up, Follow Up, Follow Up
After meeting someone or having a conversation, make sure to follow up! A quick email or message can keep the conversation going and show that you’re genuinely interested in building a relationship. It’s a simple step that can make a big difference.
✨Stay Informed and Adapt
Keep yourself updated on market trends and regulatory changes. This knowledge will not only help you tailor your approach but also position you as a trusted advisor. Clients appreciate someone who understands the landscape and can offer relevant solutions.
We think you need these skills to ace Business Development - Regional Head
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in business development and client relationship management. We want to see how your skills align with our goals at Isio!
Showcase Your Market Knowledge: Demonstrate your understanding of the wealth management landscape and regulatory environment in your application. We love candidates who can bring insights into market trends and client needs!
Highlight Your People Skills: Since we value a people-first approach, emphasise your interpersonal skills and any experience you have in building long-term relationships. Show us how you can be a trusted partner for our clients!
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and get the ball rolling on your journey with Isio!
How to prepare for a job interview at Isio
✨Know Your Market
Before the interview, make sure you’re up-to-date with the latest trends in investment management and financial advising. Research Isio’s position in the market and be ready to discuss how your insights can help them grow their business.
✨Build Relationships
Since this role is all about client relationship management, think of examples from your past where you’ve successfully built long-term relationships. Be prepared to share these stories and highlight your client-centric approach during the interview.
✨Showcase Your Sales Skills
Prepare to discuss specific sales strategies you’ve implemented in previous roles. Bring data or examples that demonstrate how you’ve met or exceeded sales targets, as this will show your commercial acumen and ability to drive growth.
✨Emphasise Team Collaboration
Isio values teamwork, so be ready to talk about how you’ve worked effectively with cross-functional teams in the past. Highlight any experiences where collaboration led to successful outcomes, showcasing your ability to work well with others.
