At a Glance
- Tasks: Promote wealth management services to IFAs and build strong intermediary relationships.
- Company: Boutique wealth management firm with a stellar reputation.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Opportunity to gain diploma status and advance your career in finance.
- Why this job: Join a team that drives growth and makes a real impact in wealth management.
- Qualifications: Experience in business development and understanding of the IFA community.
The predicted salary is between 40000 - 50000 £ per year.
The Company: Our client is a boutique wealth management company, highly recognised with a fantastic reputation.
The Role: The Business Development Manager will proactively market and promote the Wealth Management Firm to IFAs/Financial Advisors, Accountants and Lawyers, working in partnership with IFAs to tailor advice/resources for their client base. The Business Development Manager will deliver predominantly telephone-based support to the lead Business Development Directors in the promotion of the Wealth Management services to the intermediary market, with the objective of increasing the firm’s Assets under Management.
Proactively develop and maintain intermediary relationships through regular telephone contact, handling enquiries and supporting business development activity in line with the firm’s strategic objectives. The Business Development Manager will carry out a structured follow-up and ongoing relationship management, presenting the Wealth Management proposition clearly, maintaining regular contact with priority intermediary firms and aligning discussions with the wider Business Development team’s objectives.
The Business Development Manager will assist the Business Development Director in generating new business opportunities and developing new intermediary contacts through outbound calling and relationship-building activity, in line with strategy and plans. The Business Development Manager will introduce Investment Managers to relevant IFA and intermediary contacts and refer opportunities internally or externally where appropriate to strengthen relationships and support business growth. This includes coordinating follow-up activity, ensuring introductions are timely and appropriate.
The Business Development Manager will research market developments, competitor activity and intermediary feedback to identify potential areas of growth and support the development of new business initiatives.
The Candidate:
- An understanding of the IFA / intermediary community (lawyers and accountants)
- Experience in business development within wealth management / investment management setting
- Able to keep abreast of developments in the financial industry along with any regulatory changes.
- Keen to work towards an approved level 4 qualification to gain diploma status
- To understand Clients’ objectives and strategic intent.
- Maintain close control during the pitch process and on occasion run Client accounts directly
- Contribute constructively to discussions and meetings as appropriate.
Business Development Manager , Intermediaries , IFA , Wealth Management in Slough employer: JJ SEARCH LIMITED
As a boutique wealth management firm, we pride ourselves on our exceptional reputation and commitment to employee development. Our collaborative work culture fosters strong relationships and provides ample opportunities for growth, ensuring that our Business Development Managers are well-equipped to thrive in their roles. Located in a vibrant area, we offer a supportive environment where your contributions directly impact our success and the satisfaction of our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Business Development Manager , Intermediaries , IFA , Wealth Management in Slough
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like JJ SEARCH LIMITED. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Business Development Manager , Intermediaries , IFA , Wealth Management in Slough
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to JJ SEARCH LIMITED.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on JJ SEARCH LIMITED's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with JJ SEARCH LIMITED.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at JJ SEARCH LIMITED will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former JJ SEARCH LIMITED employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
