External Business Development Manager - South West

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Job Description

What’s in it for you?

We’re looking for a External Business Development Manager (EBDM) to join our Retail Sales Team at Octopus Investments, covering a defined region with a mix of established and growth accounts. You’ll be joining a high‑performing, fast‑paced team that’s passionate about delivering world‑class service to our network of Financial Advisers and Private Banks.

You’ll have the autonomy to run your own regional sales strategy, build long‑term relationships, and drive sales into our market‑leading investment products. You’ll be supported by a collaborative team, bespoke training, and a culture that rewards ambition and integrity.

The team

Our Retail Sales Team is known for its technical expertise and personal service. As an BDM, you’ll be at the heart of our success, educating and engaging with advisers, collaborating with internal teams, and helping shape the future of tax‑efficient investing.

What you’ll be doing

• Own and deliver a regional sales strategy
• Build and grow relationships with Financial Advisers and Private Banks
• Lead face‑to‑face meetings, events and presentations
• Collaborate with Internal Business Development Managers to create and execute business plans
• Communicate a complex suite of investment solutions with clarity and confidence
• Work closely with Fund Managers and Business Line Managers to ensure product alignment
• Keep CRM systems updated and manage a busy inbox with ease
• Always act in the best interest of the customer

Qualifications

To be successful in this role, you’ll need:

• ✔️ Proven experience in a business development role dealing with IFAs
• ✔️ A track record of growing existing relationships and attracting new ones
• ✔️ High‑quality interpersonal skills, honesty and integrity
• ✔️ A clear, articulate communication style
• ✔️ Drive, ambition and self‑motivation

Bonus points if you have:

• ⭐ Additional qualifications or experience in financial services
• ⭐ A strong financial adviser network in the South West
• ⭐ Knowledge of tax‑efficient investments and inheritance tax advice

We encourage you to apply even if you don’t tick every box. What’s the worst that can happen?

This role will evolve as we grow and develop. So, if you’re looking for a challenge in a fast‑paced and dynamic business, we can deliver on that.

What we offer

• 💰 A competitive salary, bonus, pension and share incentive plan
• ✈️ Untracked holiday
• 🏡 Hybrid working – most of our people spend 50% of their time in the office
• ⚓ Anchor (our wellness hub) which includes Headspace, one‑to‑one coaching through Wellness Cloud, Digital GP, employee assistance program & more
• 👪 Up to 6 months paid parental leave regardless of gender
• ❤️ Life insurance, critical illness cover and income protection
• 🏥 Private medical insurance for you and your family
• 🚗 Electric vehicle leasing
• 🌍 The option to work overseas up to a month per year

Values

At our core, we believe that how a company behaves is just as important as what it does. That’s why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests of all our stakeholders – employees, customers, communities, environment and shareholders – are considered in every decision we make.

We are committed to building a workplace where diversity is valued, and inclusion is a priority. By providing equal opportunities for growth and development, we embrace and celebrate all races, genders, religions, sexual orientations, ages, disabilities and socio‑economic backgrounds. We believe teams achieve their best when every member feels safe, respected and empowered to be their authentic selves.

We’re proud to be disability confident and are committed to supporting candidates with a disability, including neurodiversity and mental health conditions, throughout the recruitment process. Applicants are welcome to opt‑in to the disability confident scheme as part of our application process. If you require any adjustments to the interview process, we’ll be happy to accommodate where possible.