Business Development Manager

Business Development Manager
Ascot, Canterbury, Kent, London, Nationwide, Wolverhampton
Posted 8 months ago

An established financial planning firm is looking for a business development manager to work as part of a fantastic team to acquisition targets and increase sales and overall profitability. Our client is one of the top financial planning companies in the country and has seen massive growth over the last few years. They are looking for a strong BDM to take the business to the next level to aid the company in their continuous growth within the market.

The Role

  • Devise and take ownership of the professional connections development plan
  • Work with IFAs to develop and help implement prospecting plans
  • Build best practice processes to support business development activity, such as the creation of centralised resources and sales enablement tools, whilst meeting compliance and legal regulatory requirements
  • Conduct research to identify opportunities with professional connections and assess client needs
  • Arrange business meetings with prospective professional connections
  • Promote the company’s products/services addressing or predicting clients’ objectives
  • Provide trustworthy feedback and ongoing support to professional connections
  • Develop existing clients with the aim of increasing service levels and income
  • Endeavour to obtain referral business from clients/professional connections – remain in contact with senior staff who change roles
  • Identify potential individual opportunities that can be passed to IFAs
  • Prepare and deliver presentations to prospective partners
  • Aid the design and implementation of new sales and marketing campaigns


  • Must be level 4 diploma qualified or ideally chartered
  • Significant experience in a senior role with previous experience of business development within the financial services sector
  • Proven track record of delivering significant growth in both revenue and profitability
  • Proven track record of winning new business from professional connections
  • Proven track record of sourcing and building relationships with professional connections
  • Excellent communication, interpersonal and listening skills


  • Competitive salary on experience
  • Annual bonus programme for all employees
  • Up to 28 days’ holiday with option to purchase extra
  • Group income protection and PMI
  • Death in service cover
  • Long service awards
  • Season ticket loans

Please note this is a home based role with regular travel to London and the Midlands

To apply please email CV to

Please apply to be considered for this fantastic opportunity, if successful one of our specialist consultants will be in touch within 48 hours. If you do not hear from us during this time please assume your application has been successful. Due to the number of applicants we receive we cannot give feedback to individuals. For more information visit our website or contact our office.

Job Features

Job CategoryFinancial

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