Business Development Manager

Role Overview

You will be a key member of the sales team with a focus on developing new business opportunities in the North East of England with new and existing financial advice and wealth management clients. Your primary focus will be growing the level of funds under management within our range of managed portfolios, multi‑asset funds and wealth platform. Your role will incorporate building meaningful, trust‑based, consultative relationships with existing and prospective clients.

• Identify, generate and qualify new business leads.
• Support the business in planning and delivering on targets.
• Grow the level of funds under management by developing new and existing relationships.
• Assist in preparation of presentation materials and deliver them internally and externally.
• Schedule, prepare and deliver training sessions with intermediary clients.
• Ensure delivery of proposals and marketing documents to prospective clients.
• Monitor and understand the position of our competitors and market trends to strategically develop our business.
• Build trusted and credible relationships with other teams within the business to ensure we exceed client expectations.
• Ensure integrity and firm culture by adhering to risk and compliance policies.
• Attendance at sales meetings.

• Proven track record of investment/platform sales.
• Confident telephone manner.
• Excellent relationship management skills.
• Must be organized and have good attention to detail.
• Excellent team player who can communicate effectively.
• Minimum 10 years’ experience in UK financial services sector.
• Strong IT skills (Excel, CRM systems).
• Highly passionate, proactive, hands‑on and hardworking.
• Used to working in a fast‑paced, dynamic environment and able to adapt to change.
• Ability to work and deliver to tight deadlines.

Base salary compensation range GBP 57,000.00–84,333.33. Commission target: 75% annual. This role offers a commission target that may vary by up to ±15% depending on final plan design and business factors. We expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate’s qualifications, experience and other job‑related factors.

Morningstar’s hybrid work environment offers the opportunity to collaborate in‑person each week. In most locations, the hybrid model is four days in‑office each week. A range of benefits is also available to enhance flexibility as needs change.