Business Development Manager

Capio Recruitment

LondonFull-timeMid LevelOn-site

Job Description

Job Title: Office Based Business Development Manager Location: Flexible office location โ€“ London, Birmingham, Manchester, Newcastle, Basingstoke, Edinburgh Benefits: Full Corporate Benefits Package A comprehensive package including healthcare, insurance, pension & pension enhancements, lifestyle perks, and flexible benefits tailored to individual needs. About the Company: A top tier leading wealth management firm with a strong presence across the UK, supporting intermediaries (financial planning firms) with discretionary fund management, managed portfolio services and unitised investment solutions. The business has a recognised intermediary proposition and a collaborative culture across investment management, sales support and regional office teams. Role Summary: This is a phone-based business development role focused on building and growing intermediary relationships across the financial advice market. Youโ€™ll work closely with local offices, investment managers, field-based business development managers and sales support teams to promote a range of investment solutions, support adviser practices and help drive sustainable new business growth. Key Responsibilities: Build and maintain intermediary relationships: Develop long-term adviser relationships that support consistent, profitable business growth. Promote DFM, MPS and unitised solutions: Position the firmโ€™s investment proposition clearly to intermediaries and help advisers understand where it fits for their clients. Deliver against business development plans: Maintain an active business plan and pipeline to support ambitious new business targets. Collaborate with internal teams: Work closely with BDMs, sales support, investment managers and local office teams to improve communication and maximise opportunities.

Support adviser engagement activity: Help organise events, seminars and hospitality within company guidelines to increase awareness and intermediary support. Stay close to market and regulatory change: Keep technical, market and legislative knowledge up to date so conversations with advisers remain relevant and credible. Requirements: QCF Level 4 qualification as a minimum Experience of selling to Financial Advisors Distribution experience within financial services Evidence of success in a sales-focused role Experience in a phone-based or remote sales environment Strong relationship management and telephone-based business development skills Good knowledge of investment markets, regulation and adviser distribution channels Confident presentation and communication skills Comfortable using Excel, Outlook, PowerPoint and Teams #J-18808-Ljbffr

Posted 4 weeks ago

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