At a Glance
- Tasks: Drive revenue growth by securing new business in innovation incentives and building lasting client relationships.
- Company: Leading financial services firm specialising in innovation incentives and R&D tax relief.
- Benefits: Up to £55,000 salary, hybrid working, and a supportive team environment.
- Other info: Collaborative culture with opportunities for professional growth and development.
- Why this job: Make a real impact by helping innovative businesses access valuable funding.
- Qualifications: Proven B2B sales experience and strong relationship-building skills with senior stakeholders.
The predicted salary is between 55000 - 55000 £ per year.
This is an opportunity for an experienced financial services BDM who has mastered the consultative sale, learned to earn the trust of senior decision-makers, and knows how to make a business owner care about something complex — and who is now ready for a fresh challenge selling something genuinely impactful to ambitious, innovative companies.
As the UK's most trusted incentives and reliefs specialist, the firm combines deep tax expertise with real industry insight to unlock opportunities for its clients. It helps innovative businesses cut through complexity and secure valuable funding through R&D tax relief, Patent Box, grants, capital allowances and more.
The business is hiring a Business Development Manager – Innovation to take its holistic approach to a new audience of prospects, while ensuring existing clients are getting maximum value from the full suite of services. The successful candidate will drive revenue growth by identifying, securing and developing new business across R&D tax services and the wider innovation incentives portfolio — and build lasting commercial relationships by turning complex frameworks into compelling, credible value propositions.
Why this is the right move for a financial services BDM:
- Everything built in FS sales transfers directly: They already sell complexity. Translating intricate financial products into clear client value is exactly what wins here.
- They open doors at the top. Establishing rapport with senior stakeholders and business owners is the day job.
- They run a structured cycle. Sourcing cold opportunities, cross‑selling and converting through a defined BD process is familiar territory.
- What changes is the product — and it's a good one. Helping innovative UK businesses access funding they've earned is a sale to feel good about.
The role:
- Proactively sourcing and securing new business across the innovation incentives portfolio.
- Building and nurturing a consistent, high‑quality pipeline.
- Cross‑selling the full suite of reliefs to new and existing clients.
- Developing fresh 'hooks' and approaches to demonstrate value to senior decision‑makers.
- Working closely with technical, marketing and leadership teams to convert and deliver.
The ideal candidate:
- Has a proven track record in B2B sales, consultancy or business development — ideally in a professional or financial services context, or with SaaS / service‑based sales.
- Is confident building rapport and credibility with senior stakeholders.
- Has the commercial instinct to communicate the value of innovation incentives with clarity.
- Is driven by pipeline creation, strong conversion and sustained client impact.
- Works collaboratively across technical, marketing and leadership teams.
What's on offer:
- Up to £55,000 basic salary + OTE.
- Hybrid working: 3 days in the office and 2 from home.
Business Development Manager employer: Ortus PSR Ltd.
Ortus PSR Ltd. is an exceptional employer that prioritises employee growth and development, offering a clear pathway to leadership roles such as lead adviser or Head of Office. With a supportive work culture and the flexibility of hybrid working in the vibrant city of Bristol, employees are empowered to build meaningful client relationships while contributing to the office's dynamic growth and culture.
StudySmarter Expert Advice🤫
We think this is how you could land Business Development Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ortus PSR Ltd.. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Business Development Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ortus PSR Ltd..
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ortus PSR Ltd.'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ortus PSR Ltd.
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ortus PSR Ltd..
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ortus PSR Ltd. will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ortus PSR Ltd. employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
