You will be responsible for promoting our client’s investment solutions to intermediaries based across the Midlands region.

Ideally, you will have worked in a similar business development role with knowledge gained of DFM, MPS or a wrap platform and have worked with AUM based targets that have been met or exceeded through a combination of bringing on new clients and building a good relationship with existing ones.

Key Responsibilities

• Promotion and sales of Discretionary Managed Portfolio Service.
• Developing new business opportunities by providing a consultative approach to IFA firms – challenging their current business strategy, supporting future business models and investment solutions.
• Manage and support existing clients
• Create and drive campaigns to deliver target set by company
• Retain and grow the AUM of existing clients
• Represent the company at exhibitions, events and roadshows
• Negotiating terms of an agreement and closing sales
• Preparing business presentations – content and delivery
• Adhere to internal and external compliance procedures
• Provide support to members of team with knowledge to ensure opportunities presented are maximised and joint targets are reached.
• Record activity and update information on CRM
• Deliver Feedback to Internal proposition team to continually enhance and create new products

Key Skills

• Outstanding track record of success in sales and lead generation;
• Confident negotiator with excellent closing skills
• Qualifications will include IMC or Diploma in Financial Planning
• Strong client management skills and ability to deliver what has been agreed;
• Capable of hands on problem-solving with ability to generate ideas and solutions;
• A positive and determined approach to researching and analysing new business opportunities;
• Ability to use own initiative and pay close attention to detail;
• Ability to cope with competing demands and to prioritise tasks;
• Strong written and verbal communication skills;
• Strong interpersonal and relationship management skills
• Proven success in lead generation and sales process;