Business Development & Partnership Manager

IDEX Consulting Ltd; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

IDEX Consulting Ltd is seeking a Business Development & Partnership Manager for London, with hybrid working arrangements. The role focuses on building and activating professional introducer partnerships within Financial Services and Wealth Management to drive high-quality client growth.

The successful candidate will nurture relationships with solicitors, accountants and other introducers, manage a robust pipeline, and articulate mutual value while ensuring governance and regulatory alignment.

Qualifications

• Proven business development experience within financial services or professional partnerships.
• Strong relationship-building and influencing skills with senior professionals.
• Understanding of financial planning and regulatory environment (e.g. Consumer Duty).
• Clear, credible communicator with a premium, client-first approach.
• Commercial mindset with a focus on measurable outcomes.

Responsibilities

• Identify and prioritise high-potential introducer segments on a national scale.
• Establish and develop trusted ongoing relationships with professional partners.
• Build a structured programme of referral activity with events, content and joint initiatives.
• Collaborate with Triage team for warm handovers and follow-ups on referrals.
• Communicate a compelling partnership proposition tailored to introducer audiences.
• Track referral volumes, quality, conversion rates and revenue contribution.

Skills

Business development

Partnerships

Relationship building

Commercial mindset

Client-focused

Regulatory knowledge

Job description

Business Development & Partnership Manager - Financial Services / Wealth Management

London based - Hybrid

Please note that proven business development / professional partnerships experience within financial services / Wealth Management is essential for this position.

The purpose of this is to drive high-quality client growth by building and converting a strong pipeline of referral relationships. The role focuses on forming, nurturing, and activating professional introducer partnerships (e.g. solicitors, accountants, and other n networks) that generate consistent, suitable prospect referrals.

Key Responsibilities

• Identify and prioritise high-potential introducer segments, at a national scale, aligned to client profile.
• Establish and develop trusted ongoing relationships with key professional partners. Position as a premium, client-centric advice provider with strong outcomes and governance.
• Build a structured programme of referral, proactively creating opportunities for referrals through meetings, events, content, and joint initiatives. Build a steady flow of qualified prospects into regional hubs and advisers.
• Work closely with the Triage team, ensure warm handovers and effective follow-up on referred prospects. Monitor conversion rates and continuously refine the approach to improve outcomes.
• Communicate a clear, compelling partnership proposition tailored to each introducer audience, based on our Life Landscaping proposition. Articulate mutual value (client benefit, professional alignment, regulatory confidence). Build strong relationships with hub businesses to provide technical and advisory support into propositions and activity.
• Track and report on referral volumes, quality, conversion rates, and revenue contribution. Maintain a robust pipeline and CRM discipline.
• Proven business development experience within financial services or professional partnerships
• Strong relationship-building and influencing skills with senior professionals
• Commercial mindset with a focus on measurable outcomes
• Clear, credible communicator with a premium, client-first approach
• Understanding of financial planning and regulatory environment (e.g. Consumer Duty)
• Strong presentation skills to engage and inform

Personal Attributes

• Proactive and target-driven
• Curious, strategic thinker with strong judgement
• High integrity and professionalism
• Collaborative—works effectively across central and regional team