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- Tasks: Generate new business opportunities and build strong referral partnerships.
- Company: Join Mattioli Woods, a leading UK wealth management provider with over 30 years of experience.
- Benefits: Enjoy a competitive salary, bonus potential, hybrid working, and professional development opportunities.
- Why this job: Be part of a supportive, high-performing culture with exciting growth plans and the chance to shape the future.
- Qualifications: Proven success in business development within financial services and excellent communication skills required.
- Other info: This role involves regional travel and offers a collaborative environment for ambitious individuals.
The predicted salary is between 48000 - 72000 £ per year.
Business Development Manager – Wealth Management
Business Development Manager – Wealth Management
1 day ago Be among the first 25 applicants
Direct message the job poster from Mattioli Woods
Recruitment Co-ordinator | Human Resources @ Mattioli Woods plc
Business Development Manager – Wealth Management
Midlands (Hybrid working – regional travel required)
We’re growing — and we are recruiting for the right people to join us on the journey.
Mattioli Woods is one of the UK’s leading providers of wealth management and financial planning services. We support private clients, business owners, and families in managing and growing their wealth, always with a tailored, relationship-driven approach.
As part of our strategic growth, we’re now looking for a Business Development Manager to join our Wealth Management team in the Midlands. You’ll play a key role in building strong referral partnerships, sourcing new high-quality client opportunities, and supporting our financial planners in delivering an exceptional client experience.
This is a client-facing, results-driven role ideal for someone who thrives in a collaborative environment and has a natural ability to build and convert relationships.
What you’ll be doing
- Generating new business opportunities through strategic networking, referrals, and targeted outreach campaigns
- Building long-term relationships with introducers such as accountants, solicitors, and professional networks
- Partnering closely with our financial planners to ensure seamless handover and onboarding of new clients
- Hosting and attending events and seminars to raise brand profile and build awareness of our services
- Using insight and feedback from the market to help shape our proposition and messaging
- Keeping accurate records and tracking performance metrics via our CRM system
What we’re looking for
- Proven success in a business development, client acquisition or sales role within financial services
- Strong understanding of investment, pensions, or wealth planning solutions
- A consultative sales style and the confidence to engage with HNW individuals and senior professionals
- Excellent communication and presentation skills
- A collaborative, proactive and target-driven mindset
It’s a bonus if you have
- An established network of introducers or HNW contacts in the Midlands region
- Experience working in or alongside wealth management or IFA businesses
- Knowledge of financial planning, trust, tax, or estate planning services
- Familiarity with CRM systems and sales pipeline tracking
Performance measures
- Number of new clients acquired
- Assets gathered and revenue generated
- Growth and strength of referral network
- Pipeline development and conversion rates
What’s in it for you
- Base salary: £80,000 (depending on experience)
- Bonus potential: linked to performance
- Access to professional development and career progression opportunities
- Hybrid working with travel flexibility
We’re an established business with over 30 years of experience helping clients achieve financial peace of mind. Our culture is professional but down-to-earth, supportive but high-performing — we work hard, celebrate success, and genuinely enjoy what we do.
This is a great time to join us — with exciting plans for growth and a refreshed focus on long-term value, you’ll have a real opportunity to shape the future with us.
Ready to take the next step?
Apply today or get in touch for a confidential conversation.
Mattioli Woods – where ambition meets opportunity.
Seniority level
-
Seniority level
Not Applicable
Employment type
-
Employment type
Full-time
Job function
-
Job function
Business Development, Sales, and Customer Service
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Business Development Manager – Wealth Management employer: Mattioli Woods
Contact Detail:
Mattioli Woods Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Manager – Wealth Management
✨Tip Number 1
Network strategically within the financial services sector. Attend industry events, seminars, and local meetups to connect with potential introducers like accountants and solicitors. Building these relationships can lead to valuable referrals.
✨Tip Number 2
Leverage your existing network to identify high-net-worth individuals (HNWIs) who may benefit from wealth management services. A personal introduction can significantly increase your chances of securing new clients.
✨Tip Number 3
Familiarise yourself with the latest trends in wealth management and financial planning. Being knowledgeable about investment strategies and tax implications will help you engage confidently with clients and introducers alike.
✨Tip Number 4
Utilise CRM systems effectively to track your interactions and follow-ups with potential clients and partners. Keeping organised records will not only help you manage your pipeline but also demonstrate your professionalism to prospective employers.
We think you need these skills to ace Business Development Manager – Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in business development, client acquisition, or sales within financial services. Emphasise your consultative sales style and any achievements related to generating new business opportunities.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of wealth management and your ability to build relationships with high-net-worth individuals. Mention specific examples of how you've successfully developed referral partnerships in the past.
Highlight Relevant Skills: In your application, clearly outline your communication and presentation skills, as well as your proactive and target-driven mindset. These are key attributes that Mattioli Woods is looking for in a candidate.
Showcase Your Network: If you have an established network of introducers or high-net-worth contacts in the Midlands region, make sure to mention this in your application. It can set you apart from other candidates and demonstrate your potential value to the company.
How to prepare for a job interview at Mattioli Woods
✨Showcase Your Networking Skills
As a Business Development Manager, your ability to build relationships is crucial. Prepare examples of how you've successfully networked in the past, particularly with high-net-worth individuals or professional introducers like accountants and solicitors.
✨Demonstrate Industry Knowledge
Familiarise yourself with current trends in wealth management and financial planning. Be ready to discuss investment strategies, pensions, and wealth planning solutions, as this will show your understanding of the industry and your capability to engage with clients.
✨Prepare for Consultative Selling
Practice your consultative sales approach. Think about how you can tailor your pitch to meet the specific needs of potential clients, and be prepared to discuss how you would handle objections or questions from high-net-worth individuals.
✨Highlight Your Collaborative Mindset
Since the role involves working closely with financial planners, be ready to share examples of how you've successfully collaborated in previous roles. Emphasise your proactive attitude and how you contribute to a team environment.
