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- Tasks: Drive business growth by building relationships and managing new opportunities in investment management.
- Company: Elliott James, a dynamic firm focused on client success and innovative investment solutions.
- Benefits: Competitive salary, professional development, and opportunities to attend industry events.
- Other info: Join a motivated team with a focus on responsible investing and client relationships.
- Why this job: Make a real impact in the investment world while developing your career in a supportive environment.
- Qualifications: Experience in IFA sales and a strong understanding of investment management is preferred.
The predicted salary is between 60000 - 80000 £ per year.
We are seeking a commercially driven and relationship-focused Business Development Manager. The successful candidate will be responsible for growing our clients' AUM by deepening existing relationships and originating new business across target channels — primarily UK financial advisers and IFA networks, with scope to support institutional client development depending on experience.
This is a high-impact role for a motivated individual with a strong understanding of investment management, multi-asset portfolios, and the UK wealth and advisory landscape.
Key Responsibilities- Build and manage a pipeline of new business opportunities across the IFA, wealth management, and discretionary/advisory channels
- Develop and maintain strong relationships with financial advisers, paraplanners, and DFMs to drive fund flows and mandate wins
- Articulate the firm's investment philosophy, outcome-based approach, and product suite clearly and compellingly to a range of audiences
- Work closely with the investment and portfolio management teams to ensure up-to-date and accurate technical knowledge, feeding market intelligence back to the business
- Represent the firm at industry events, adviser roadshows, and due diligence meetings
- Manage a defined territory or segment, with accountability for AUM growth targets and activity KPIs
- Collaborate with marketing to support the development of distribution materials, thought leadership, and digital content
- Maintain accurate records of activity and pipeline in the CRM system
- Contribute to the firm's responsible investing proposition as part of the wider client conversation
Experience of working within the IFA sales space is highly desirable for this opportunity.
Senior Client Advisor - Elliott James in London employer: Jobs via eFinancialCareers
Contact Detail:
Jobs via eFinancialCareers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Advisor - Elliott James in London
✨Tip Number 1
Network like a pro! Attend industry events and meet-ups to connect with financial advisers and other professionals. Building relationships in person can really set you apart from the competition.
✨Tip Number 2
Show off your expertise! When you get the chance, share your insights on investment management and multi-asset portfolios. This not only demonstrates your knowledge but also helps you build credibility with potential clients.
✨Tip Number 3
Keep your CRM game strong! Make sure you're tracking all your interactions and opportunities. This will help you stay organised and show potential employers that you're serious about managing client relationships effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Senior Client Advisor - Elliott James in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Senior Client Advisor. Highlight your experience in business development and relationship management, especially within the investment management sector. We want to see how you can grow AUM and deepen client relationships!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to articulate your understanding of the UK wealth and advisory landscape. Tell us why you're passionate about investment management and how your skills align with our goals at Elliott James.
Showcase Relevant Experience: When detailing your work history, focus on achievements that demonstrate your ability to manage pipelines and drive fund flows. We love numbers, so if you've hit targets or grown AUM, make sure to include those stats!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get the best chance to showcase your talents. Plus, it’s super easy!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your Investment Management Stuff
Make sure you brush up on your knowledge of investment management and multi-asset portfolios. Be ready to discuss the UK wealth and advisory landscape in detail, as this will show that you understand the market and can speak confidently about it.
✨Build Relationships Before the Interview
Since this role is all about relationship-building, try to connect with current employees or industry professionals before your interview. This can give you insights into the company culture and help you tailor your responses to what they value.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific situations, like managing a pipeline of new business opportunities or dealing with challenging clients. Think of examples from your past experience that demonstrate your skills in these areas.
✨Showcase Your Collaborative Spirit
This role involves working closely with various teams, so be prepared to discuss how you've successfully collaborated in the past. Highlight any experiences where you’ve worked with marketing or portfolio management teams to achieve common goals.