Business Development Manager - Model Portfolio Services

Summary

Join us as a Business Development Manager to drive growth and success in a dynamic and innovative environment, focusing on selling Model Portfolio Services (MPS) to financial advisers. You will be responsible for identifying and cultivating key partnerships, winning new business, and expanding our client base and assets under management. This role requires strategic thinking, relationship building, and a deep understanding of the financial services industry, specifically in the realm of MPS. The position offers a unique blend of strategic thinking, relationship building, and a deep understanding of the financial services industry, specifically in the realm of MPS. The role is home-based but requires travel across the UK. We offer flexible working hours, hybrid work options, and regular team events. We invest in employee growth and development, providing ample opportunities for learning and career advancement.

Requirements

• You must have a record of fund or MPS sales across adviser channels
• You should hold a recognised level 4 qualification or be close to attaining it
• You need strong presentation skills, both verbal and written
• You must possess excellent communication, negotiation, and interpersonal skills

Responsibilities

• Developing and implementing a business plan for the growth of regional client numbers and assets under management
• Building and maintaining strong relationships with financial advisers through effective communication and understanding of their financial needs
• Achieving and exceeding sales targets in line with individual plans
• Identifying and pursuing business opportunities to increase adoption of model portfolios with both existing and new financial adviser clients
• Maintaining industry knowledge and providing feedback for business strategies
• Ensuring compliance with company policies and achieving the minimum recognised industry qualification to level 4

Preferred Qualifications

You will ideally have existing relationships with financial advisers across the South

Benefits

• 25 days of annual leave with the option to buy an extra 5 days each year
• Benefit from enhanced paternity, maternity, and shared parental leave
• Secure your future with our pension scheme
• Advance your career with sponsored learning and development, including formal qualifications
• Comprehensive health coverage to keep you and your family protected
• Stay fit with discounted gym memberships
• Take advantage of the Bike to Work scheme for eco-friendly commuting
• Keep your eyes sharp with eye care and flu jab services
• Full LinkedIn Learning access
• A sustainable business that cares for the environment and our communities
• Opportunities to give back to local communities through volunteer days
• Becoming a part of Charity Challenges for raising money for charities selected by employees
• Options to join and lead diversity and inclusion initiatives