Business Development Manager

Responsibilities

• Develop and implement business development plans aligned to business objectives.
• Work collaboratively with the Sales Director and internal stakeholders to support revenue growth.
• Identify and develop new opportunities across Private Client and Corporate segments.
• Proactively engage and qualify new leads, arranging appointments for Financial Planners and Corporate Advisers.
• Plan, attend and leverage events/sponsor ships to generate leads and raise brand awareness.
• Support digital acquisition initiatives in partnership with Marketing.
• Build and maintain relationships with professional introducers and referral partners.
• Develop strategic partnerships that expand market reach and generate quality opportunities.
• Represent the business professionally in all external interactions.
• Maintain accurate, up-to-date pipeline activity within CRM systems.
• Provide regular reporting on BD performance and pipeline progress.

• Proven success in a business development, sales, or relationship management role within financial services.
• Experience working with Private Clients and/or Corporate Clients.
• Track record of generating new business and building sustainable pipelines.
• Experience building introducer/referral networks and strategic partnerships.
• Strong communication and interpersonal skills with confidence engaging new prospects.
• CRM experience and disciplined pipeline management.
• Diploma-qualified (or equivalent).
• Understanding of digital marketing and lead generation channels.
• Commercially aware, proactive, resilient and results-driven.
• Highly organised with strong attention to detail.
• Collaborative, professional and credible in client-facing environments.
• Full UK driving licence and willingness to travel frequently to client locations and offices across the UK.