Business Development Manager

  • Location


  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:


  • Salary:

    £60000 - £80000 per annum + Bonus & Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

  • Job ref:


  • Published:

    about 1 month ago

  • Expiry date:


  • Consultant:


A good client of ours is currently in the market to recruit for a Business Development Manager to join their London office. You will be based from their City of London offices with the opportunity to work from home a couple of days a week.

We are currently working with the highly renowned Investment Management organisation, who are looking to hire a Business Development Manager to join their team.


  • To discover, research, profile, win, develop and retain opportunities with financial adviser firms in the North West. Distributing the entire range of company products and services, you will work in close collaboration with the other members of your regional team, namely the Business Account Manager (BAM), Relationship Manager (RM) and Platform Relationship Managers (PRM)



  • Lead new business development with an agreed panel of target accounts in conjunction with their Regional Head
  • Manage retention and upsell to an agreed list of existing key accounts
  • Have a regular structured meeting with the Regional Head to review and discuss panel progress, general performance and agreed priorities going forward
  • Frontline for all company products, undertaking regular product training to maintain knowledge at a level sufficient to talk in depth about investment solutions, DFM and platform


  • Adopt a joint BDM/BDA working model with a shared list of clients where the BDA operates as the daily contact and the BDM lead account manager. Agree an ongoing contact strategy with these clients
  • Where clients have been referred, agree and maintain a review process with the relevant RM or PRM
  • Work with BDA and Regional Head to agree a developmental tier of accounts the BDA will own and lead with new business development
  • Regularly meet and formally review both panels with the BDA and where appropriate the Regional Head with a view to promoting/relegating clients as appropriate
  • Undertake regular client reviews. Work with BDA on retention / increase penetration / cross-sell of existing accounts

Compliance & Conduct

  • Ensure all panel ownerships are accurately recorded and updated in CRM
  • Ensure all meeting notes and relevant client activity is accurately recorded in CRM
  • Work closely with the BAM mentoring and supporting their development


  • Relationship building skills in order to rapidly establish a high level of trust with the clients, both in terms of professional and personal competence and trustworthiness
  • Questioning and listening skills which are focused and empathetic in order to understand fully and sense-check the prospective and existing clients' true understanding, views and feelings
  • Verbal and presentational skills in order to clearly and passionately communicate the appropriate company proposition and information to prospective and existing clients, in one-to-one, small and large group situations
  • Written skills in order to clearly, concisely and convincingly present propositions and relevant information to clients in order to support discussions and agreements made with them
  • Assertiveness and tenacity in order to pin down and drive through the specific actions which prospective clients must take in order to become fully signed up with the company, including having the client assets fully transferred to the company, and then to develop and maximise the growth in business from existing clients
  • Planning and time management skills in order to most effectively allocate the time and resources to gain commitment from prospective clients, as well as to manage and develop the business from existing clients
  • Resilience in order to manage conflicting priorities and demands, ambiguity, high work load, rejection and other sources of pressure

On offer is a package of -

  • Basic salary - to £80,000
  • Bonus
  • PHI
  • DIS
  • Income Protection
  • Pension - 6% ER or 8% ER / 2% EE
  • 25 days holiday