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Client:
IDEX Consulting
Edinburgh, United Kingdom
Other
Yes
eaf3d159b540
10
26.04.2025
10.06.2025
IDEX Consulting is working in partnership with a wealth management firm that has demonstrated significant growth, including new regional presence in recent years.
The business has established new offices in Leeds, Edinburgh, and Bristol, and has recruited high-profile hires who have integrated quickly.
With £6bn AUM, the company has ambitious growth plans and aims to invest further to meet its targets.
They now seek a Business Development Manager for their Edinburgh office to lead regional relationships and sales efforts.
This is a new role, working alongside an established team of Investment Managers and a Chartered Financial Planner.
Ideal candidates will have strong knowledge of the IFA market and relevant qualifications (financial advisory or investment-focused).
The role involves liaising with external Financial Advisors, tapping into the professional introducer market, and building relationships with professionals like Accountants, Lawyers, and Solicitors.
Instead of specific new money targets, bonuses are based on collective business achievements. Outstanding performers are rewarded, and the company values spirit, drive, and a collaborative mindset.
The business focuses on HNW clients and delivering high-touch service, making it an excellent opportunity for a BDM seeking a new challenge in the region.