Job Description
IDEX Consulting is working in partnership with a wealth management firm that has demonstrated significant growth, including new regional presence in recent years. Outside of a long-established London base, the business has created new offices across Leeds, Edinburgh, and Bristol and brought in high-profile hires who have hit the ground running.
With £6bn AUM, the business has ambitious growth plans and is looking to invest further to ensure that it can achieve its targets. With this in mind, they now require a Business Development Manager to join their Leeds offices to be the lead relationship and sales professional for the region. This is a newly created opportunity that will work alongside an established team of Investment Managers and a Chartered Financial Planner.
Ideally, you will have:
1. A strong knowledge of the IFA market
2. Relevant qualifications (financial advisory or investment-focused)
With an ability to liaise with external Financial Advisors, the role will also require you to tap into the professional introducer market and build relationships with professionals such as:
1. Accountants
2. Lawyers
3. Solicitors
Rather than offer specific new money targets, bonuses are based on a collective achievement of the business. Outstanding performers are rewarded accordingly; however, the business also rewards spirit, drive, and a willingness to succeed, which has created a unique and collaborative mindset and culture amongst the existing teams.
The business is focused on HNW clients and delivering a high-touch client service, which could prove an excellent home for a BDM in the region looking for a new challenge.
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