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- Tasks: Drive sales and build relationships with Financial Advisers and Private Banks in the South West.
- Company: Join Octopus Investments, a B Corp committed to integrity and diversity.
- Benefits: Competitive salary, bonus, hybrid working, wellness support, and generous parental leave.
- Why this job: Be part of a high-performing team making a real impact in tax-efficient investing.
- Qualifications: Experience in business development and strong interpersonal skills are essential.
- Other info: Dynamic role with opportunities for growth and a supportive, inclusive culture.
The predicted salary is between 28800 - 48000 £ per year.
We’re looking for an 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 is known for its technical expertise and personal service. As a 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. 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
Our 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 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.
External Business Development Manager - South West in Exeter employer: Octopus
Contact Detail:
Octopus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land External Business Development Manager - South West in Exeter
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Building relationships is key to landing that EBDM role.
✨Tip Number 2
Practice your pitch! You’ll need to communicate complex investment solutions clearly and confidently. Grab a friend or mentor and run through your presentation skills. The more you practice, the more natural it will feel when you’re in front of advisers.
✨Tip Number 3
Stay organised! Keep your CRM systems updated and manage your inbox like a champ. This will not only help you stay on top of your game but also show potential employers that you can handle a busy workload with ease.
✨Tip Number 4
Apply through our website! We love seeing candidates who are genuinely interested in joining our team. Plus, it’s a great way to ensure your application gets the attention it deserves. Don’t hesitate – take that step today!
We think you need these skills to ace External Business Development Manager - South West in Exeter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of External Business Development Manager. Highlight your experience with IFAs and any relevant achievements that showcase your ability to build relationships and drive sales.
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 skills align with our values. Don’t forget to mention your understanding of tax-efficient investments if you have that knowledge!
Showcase Your Communication Skills: Since clear communication is key in this role, make sure your application reflects that. Use straightforward language and structure your documents well to demonstrate your articulate style right from the start.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Octopus
✨Know Your Market
Before the interview, dive deep into the investment products and services offered by the company. Understand the competitive landscape in the South West region and be ready to discuss how you can leverage your existing relationships with Financial Advisers and Private Banks to drive sales.
✨Showcase Your Relationship Skills
Prepare examples of how you've successfully built and maintained relationships in previous roles. Be ready to share specific stories that highlight your interpersonal skills, honesty, and integrity, as these are crucial for a Business Development Manager.
✨Communicate Clearly
Practice articulating complex investment solutions in a clear and confident manner. You might be asked to explain a product during the interview, so ensure you can break it down simply and effectively, demonstrating your technical expertise.
✨Align with Company Values
Familiarise yourself with the company's values, especially their commitment to diversity and inclusion. Be prepared to discuss how you embody these values in your professional life and how you can contribute to a positive team culture.
