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Our client is seeking a Business Development Manager to drive the uptake of their financial planning and discretionary investment management services to create inflows of new business.
As Business Development Manager, your focus should be on finding and attracting private individuals to become clients and also professional introducers to generate regular flow of referrals. As the group company consists of a Chartered financial planning firm and its own discretionary investment management service, the aim is for you to generate clients that can benefit from both services.
Alongside growth of new business, you should be on hand to support with ongoing relationship management to retain business.
Their Chartered financial planning team provide holistic financial planning tailored to each client’s individual needs. Their highly knowledgeable and personable approach enables them to achieve long term relationships with their HNW and UHNW clients. In addition, they are recognised as one of the fastest growing Wealth Managers in the UK. Their asset management provides superior and consistent investment returns, alongside personalised service due to being bespoke and nimble in their approach.
They have recently appointed a Strategic Marketing Manager who you will be able to work closely alongside on marketing campaigns.
Business Development Manager Requirements
- You should be a Business Development Manager within the financial planning, investment management / DFM sector
- You should be well connected and be confident in being able to create business opportunities
- You should be a proactive individual
- You should be comfortable joining an upcoming player in the market and getting stuck into all parts of your role and other duties outside of your normal remit, due to working within a small team
Business Development Manager Benefits
- Negotiable salary and bonus structure depending on overall value you can offer to the business
- Plus 4x DIS, long term sickness cover, 5% matched pension contribution and private healthcare
- Hybrid working with mixture of out seeing contacts, from home and their office south of Bristol
- Exciting opportunity to join a group company consisting of asset management and Chartered financial planning in their growth phase
Location
Bristol
