Business Development Manager

As a Business Development Manager, the work centres on as a Business Development Manager, you’ll be the driving force behind new client acquisition in your region. It would suit someone who can bring handling account-by-account responsibilities with consistency and care to the role.

Who the work supports

As a Business Development Manager, you’ll be the driving force behind new client acquisition in your region. You’ll work alongside our financial planners to identify, secure, and onboard new clients while strengthening our professional introducer network.

The approach that fits

Handling account-by-account responsibilities with consistency and care. Strong professional approach.

What needs to be in place

• Minimum 3–5 years’ business development or client acquisition experience in UK financial services (wealth management, investment, pensions, or financial planning).
• Experience working in or alongside an IFA or wealth management firm.
• Proven ability to convert opportunities into long-term client relationships.

Job details

• Generating new business through targeted networking, referrals, and relationship building within the professional services community (accountants, solicitors, tax advisers).
• Partnering with financial planners to ensure a seamless client handover and onboarding experience.
• Hosting and attending events, roundtables, and seminars to raise our profile in the wealth management market.
• Using market insight to refine our proposition and identify growth opportunities.