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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 collaborative 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 high-energy 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 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
✨Tip Number 1
Network like a pro! Get out there and connect with financial advisers and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships is key in this game!
✨Tip Number 2
Show off your knowledge! When you get the chance to chat with potential clients or at events, make sure you can clearly articulate your understanding of investment management and the UK wealth landscape. Confidence and clarity can really set you apart.
✨Tip Number 3
Keep your CRM game strong! Make sure you’re tracking all your interactions and opportunities. This not only helps you stay organised but also shows potential employers that you’re serious about managing relationships effectively.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing candidates who are proactive and engaged. Plus, it’s a great way to ensure your application gets the attention it deserves. Let’s get you that dream job!
We think you need these skills to ace Senior Client Advisor - Elliott James
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, especially within the IFA and wealth management sectors. We want to see how you've built relationships and driven AUM growth!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to articulate your understanding of investment management and how you can contribute to our team. Be sure to mention specific achievements that demonstrate your relationship-building skills.
Showcase Your Knowledge: In your application, don’t shy away from showcasing your knowledge of the UK wealth and advisory landscape. We love candidates who can clearly communicate their insights into market trends and investment philosophies.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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 or former employees of the company on LinkedIn. This can give you insights into the company culture and help you tailor your answers to what they value in a candidate.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge and ability to articulate the firm's investment philosophy. Practice explaining complex concepts in simple terms, as you'll need to communicate effectively with financial advisers and paraplanners.
✨Show Your Commercial Drive
Be ready to share examples of how you've successfully grown AUM or developed new business opportunities in the past. Highlight your achievements and demonstrate your motivation to drive results in this high-impact role.