At a Glance
- Tasks: Build and maintain relationships with financial advisers and drive new business opportunities.
- Company: Join a forward-thinking discretionary fund manager with a collaborative culture.
- Benefits: Competitive salary up to £80,000, reward structure, and excellent progression opportunities.
- Other info: Access to travel across Wales, Midlands, East of England, and South West.
- Why this job: Make a measurable impact in a growing business while developing your career.
- Qualifications: Proven experience in business development within financial services and strong communication skills.
The predicted salary is between 80000 - 80000 € per year.
We are partnering with a highly regarded discretionary fund manager that specialises in evidence-based, passive investment portfolios for financial advisers. As part of their continued growth, they are seeking an experienced Business Development Manager to build, develop, and maintain strong intermediary relationships across Wales, the Midlands, the East of England, and the South West.
This is an exciting opportunity for a commercially minded, relationship-led BDM with a proven track record of winning and retaining business within the adviser market. You'll be joining a forward-thinking, entrepreneurial business with a strong proposition, a collaborative culture, and genuine scope to make a measurable impact.
The opportunity
You will take ownership of a regional patch and focus on growing relationships with financial advisers, introducers, and intermediary partners. Working closely with internal colleagues across investments, marketing, and client service, you will help drive new business, strengthen existing relationships, and support the continued growth of assets under management.
What you'll be doing
- Building and maintaining strong relationships with financial advisers and intermediary partners.
- Generate leads and cold call prospective customers.
- Identifying and converting new business opportunities across your region.
- Managing a pipeline of prospects and existing relationships to support growth and retention.
- Leading meetings and presentations, both face to face / virtually or over the phone.
- Working collaboratively with internal teams to support client outcomes and business objectives.
- Staying informed on market developments, competitor activity, and regulatory change.
- Representing the business at events, seminars, and networking opportunities where appropriate.
What we're looking for
- Proven experience in business development within financial services.
- A strong network of intermediary and adviser relationships, ideally across the target regions.
- Previous experience in a DFM, asset manager, MPS, platform, or IFA environment.
- Confidence in building rapport, influencing stakeholders, and closing business.
- A solid understanding of investment solutions and the adviser market.
- Strong communication, organisation, and strategic thinking skills.
- Ideally Level 4 qualified via CII / PFS, or working towards it.
- Accessibility to Wales, the Midlands, the East of England, and the South West for travel purposes to potential clients.
Package
- Basic salary up to £80,000 (Higher base available for candidates with an established network).
- Reward remuneration structure.
- Benefits package.
- Progression opportunities within a growing business.
If you have the right background and experience, and the drive to build something meaningful, please apply.
Business Development Manager employer: LinkedIn
Join a highly regarded discretionary fund manager that champions a collaborative and entrepreneurial culture, offering you the chance to make a significant impact in your role as a Business Development Manager. With a competitive salary of up to £80,000 and a rewarding remuneration structure, you'll benefit from a comprehensive package and ample opportunities for professional growth within a forward-thinking organisation. This role not only allows you to leverage your existing network across Wales, the Midlands, East of England, and South West but also positions you at the forefront of innovative investment solutions tailored for financial advisers.
StudySmarter Expert Advice🤫
We think this is how you could land Business Development Manager
✨Tip Number 1
Network like a pro! Attend industry events, seminars, and local meet-ups to connect with financial advisers and intermediary partners. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Don’t be shy about reaching out! Cold calling potential clients can feel daunting, but it’s a great way to generate leads. Just remember to be genuine and focus on building relationships rather than just making a sale.
✨Tip Number 3
Stay informed! Keep up with market developments and competitor activity. This knowledge will not only help you in conversations but also show potential employers that you’re proactive and engaged in the industry.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you an edge. Plus, it shows you’re serious about joining our team and making an impact.
We think you need these skills to ace Business Development Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Business Development Manager role. Highlight your experience in building relationships and winning business in the financial services sector. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your background makes you the perfect fit. Be sure to mention your network of intermediary relationships and any relevant achievements.
Showcase Your Achievements:When detailing your experience, focus on specific achievements that demonstrate your ability to generate leads and grow business. Numbers speak volumes, so if you've increased sales or expanded a client base, let us know!
Apply Through Our Website:We encourage you to apply through our website for a smoother application 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 LinkedIn
✨Know Your Market
Before the interview, make sure you’re up to speed on the latest trends in the financial services sector, especially regarding discretionary fund management. Familiarise yourself with key players and recent developments in the regions you'll be covering. This will show your potential employer that you're proactive and genuinely interested in the role.
✨Showcase Your Network
Since this role heavily relies on relationships, come prepared to discuss your existing network of financial advisers and intermediary partners. Be ready to share specific examples of how you've successfully built and maintained these relationships in the past. This will demonstrate your capability to hit the ground running.
✨Prepare for Role-Playing Scenarios
Expect to engage in role-playing during the interview, where you might have to pitch a product or handle objections. Practise these scenarios beforehand, focusing on how you would approach cold calling or leading a meeting. This will help you feel more confident and articulate during the actual interview.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the company’s growth strategy, their approach to client relationships, or how they measure success in this role. This not only shows your interest but also helps you gauge if the company aligns with your career goals.
