Business Development Manager / Sales Director

Reference: AL1061

Salaryc£60,000 pa negotiable + benefits

My client is a leading Wealth Management Company who provide a bespoke, holistic Wealth Management service to private clients and businesses to assist them to meet their long term financial objectives. They are now looking for an experienced Business Development Manager with a proven track record to focus on business expansion as well as the development of staff to maximise their potential.

The Role

  • To be responsible for seeking out possible firm acquisitions and assisting with practice growth
  • Be responsible for recruiting and onboarding new Financial Planners as well as upskilling existing Financial Planners
  • You will conduct regular performance reviews with Financial Planners and address any Development needs as well as providing ongoing support
  • Actively assist in developing Professional Connections
  • Actively assist in meeting and setting targets for the Financial Planners as well as the company as a whole
  • Arrange business meetings with prospective professional connections
  • Ensure that organisation structures and processes are both adapted to business needs and are effective

Knowledge & Experience required

  • Commercially astute, articulate, technically strong, dynamic, insightful and an influential leader with the ability to operate at both strategic and operational levels
  • Strong communication skills
  • Good knowledge and experience of the advice process and regulatory requirements
  • An overarching view of the internal processes and working practices
  • Excellent personal organisation
  • Team player
  • Leadership experience
  • Energetic, highly motivated, with an enquiring mind and passion for excellence and innovation in pursuit of business growth and success
  • Ability to deliver to tight deadlines
  • Ability to understand, identify and resolve issues in an effective manner which involve the team of advisers overseen and developed by the Business Development Manager
  • Strong work ethic
  • Strong eye for detail with the ability to refine improve operations on an ongoing basis
  • Diploma level 4 qualified is preferred
  • Competent Supervisor status is preferred

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

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