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For Companies At a Glance
- Tasks: Drive sales of investment solutions and build strong relationships with financial advisers.
- Company: Join Ascot Lloyd, a leading asset management firm with a dynamic growth trajectory.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real impact in the investment world while developing your career.
- Qualifications: Proven sales experience in investment management and excellent communication skills.
- Other info: Opportunity for career growth in a fast-paced, innovative company.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Reporting to: Managing Director, ALIM
Location: Leeds
Company Overview
Ascot Lloyd Investment Management (ALIM), part of the Ascot Lloyd group, is a specialist asset management business providing a comprehensive range of investment solutions through financial advisers. Established in 2014, the firm has grown from offering risk-targeted, platform-based discretionary Model Portfolio Services (MPS) to launching the IFSL Ascot Lloyd OEIC range—a suite of multi-asset, multi-manager funds across the risk spectrum—and Ascot Lloyd Private Wealth (ALPW), a bespoke discretionary service for clients with more complex investment needs. As of 30 September 2025, ALIM manages approximately £2.7 billion in assets.
Purpose of the Role
The Business Development Manager (BDM) is responsible for driving the distribution of ALIM investment solutions to Ascot Lloyd advisers nationally. The emphasis of the role is sales-led—identifying opportunities, promoting investment solutions, and growing assets under management—while retaining the ability to provide advisers with a solid understanding of ALIM's investment proposition. The BDM will build strong relationships with advisers, deliver compelling sales presentations, and ensure advisers are confident in positioning ALIM solutions to their clients.
Key Responsibilities
- Sales & Business Development
- Promote ALIM's investment solutions (MPS, OEICs, and bespoke discretionary services) to financial advisers within Ascot Lloyd.
- Drive growth in assets under management by securing increased adoption of ALIM solutions across the national adviser base.
- Identify, develop, and convert business opportunities through proactive engagement and consultative sales activity.
- Deliver persuasive sales presentations, investment updates, and training sessions to groups and individuals.
- Establish a regular programme of adviser meetings, webinars, and regional events to maintain high visibility and engagement.
- Adviser Relationship Management
- Build and maintain strong, trusted relationships with regional leads and advisers within Ascot Lloyd.
- Act as the first point of contact for advisers seeking information and support on ALIM solutions.
- Understand adviser business models and client needs to match them effectively with ALIM's investment proposition.
- Provide ongoing communication to ensure advisers remain confident in recommending ALIM solutions.
- Product Knowledge & Technical Support
- Retain sufficient knowledge of ALIM's investment philosophy, process, and performance to support advisers in client conversations.
- Deliver investment insights and updates in conjunction with the ALIM investment team.
- Working with marketing colleagues, ensure advisers have access to appropriate technical support and thought leadership material.
- Compliance & Professional Standards
- Conduct all activities in line with FCA requirements and ALIM's internal compliance framework.
- Maintain accurate records of sales activity and adviser interactions.
- Uphold the values of professionalism, trust, and client focus in all engagements.
Experience & Core Skills
- Essential:
- Proven track record in sales and business development within investment management, with experience distributing investment solutions to IFAs.
- Strong commercial acumen and ability to identify and convert opportunities into tangible growth in AUM.
- Excellent presentation and communication skills, both one-to-one and in group settings.
- Self-motivated, proactive, and capable of working independently in a national role.
- Strong relationship-building skills with the ability to influence and persuade.
- Sound understanding of investment solutions, adviser distribution channels, and the UK retail investment market.
- Desirable:
- Professional investment qualification (e.g. IMC, CFA Level 1, or equivalent).
- Experience working with discretionary fund managers, multi-asset strategies, or platform-based model portfolios.
- Familiarity with financial advisers' business models and the regulatory environment for investment distribution.
Business Development Manager - Investments - Ascot Lloyd in Leeds employer: Jobs via eFinancialCareers
Contact Detail:
Jobs via eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Manager - Investments - Ascot Lloyd in Leeds
✨Tip Number 1
Network like a pro! Get out there and connect with people in the investment management space. Attend industry events, webinars, and local meet-ups to meet potential employers and build relationships that could lead to job opportunities.
✨Tip Number 2
Showcase your skills! Prepare a killer pitch about your experience in sales and business development. Be ready to discuss how you've driven growth in assets under management and how you can do the same for ALIM.
✨Tip Number 3
Follow up! After meeting someone or having an interview, send a quick thank-you email. It shows you're professional and keen on the role. Plus, it keeps you fresh in their minds when they're making decisions.
✨Tip Number 4
Apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining us at Ascot Lloyd. It gives you a better chance to stand out and show your enthusiasm for the role.
We think you need these skills to ace Business Development Manager - Investments - Ascot Lloyd in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Business Development Manager role. Highlight your sales experience and any relevant achievements in investment management. We want to see how you can drive growth and build relationships!
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for ALIM. Share specific examples of how you've successfully promoted investment solutions and built strong adviser relationships. Be genuine and let your personality shine through!
Showcase Your Knowledge: Demonstrate your understanding of ALIM's investment philosophy and the UK retail investment market. We love candidates who can speak confidently about investment solutions and adviser distribution channels, so do your homework!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you're keen on joining the StudySmarter team!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your Investment Solutions
Make sure you have a solid grasp of ALIM's investment solutions, including MPS and OEICs. Be prepared to discuss how these products can meet the needs of financial advisers and their clients, as this will show your understanding of the role and the company.
✨Showcase Your Sales Skills
Prepare examples from your past experiences that highlight your sales achievements and ability to drive growth in assets under management. Use specific metrics to demonstrate your success, as numbers speak volumes in a sales-led role.
✨Build Rapport with Interviewers
Establish a connection with your interviewers by being personable and engaging. Remember, relationship-building is key in this role, so showing your ability to connect with others during the interview will set you apart.
✨Prepare for Technical Questions
Expect questions about the UK retail investment market and adviser distribution channels. Brush up on relevant regulations and be ready to discuss how you would support advisers in client conversations, showcasing your technical knowledge.
