Business Development Manager, Leeds

IDEX Consulting; Leeds; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading wealth management firm seeks a Business Development Manager for their Leeds office. This role is pivotal as the primary sales and relationship professional, leveraging industry knowledge and client relationships to drive business growth. Ideal candidates will possess relevant financial qualifications and a passion for delivering exceptional client service.

Qualifications

• Strong knowledge of the IFA market needed.
• Relevant financial advisory or investment focused qualifications required.

Responsibilities

• Lead relationship and sales professional for the Leeds region.
• Liaise with external Financial Advisors and tap into the introducer market.
• Deliver high-touch client service focused on HNW clients.

Skills

Client Relationship Management

Sales Negotiation

Industry Knowledge of IFA market

Education

Relevant financial advisory or investment qualifications

Job description

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Business Development Manager, Leeds, Leeds

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Client:

IDEX Consulting

Location:

Leeds, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

1e4934168915

Job Views:

3

Posted:

02.06.2025

Expiry Date:

17.07.2025

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Job Description:

IDEX Consulting is working in partnership with a wealth management firm who have 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 since and brought in high profile hires who have hit the ground running.

With £6bn AUM, the business has ambitious growth plans and are looking to invest further to ensure the business 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 which will work alongside an established team of Investment Managers and a Chartered Financial Planner.

Ideally, you will have a strong knowledge of the IFA market and hold relevant qualifications (financial advisory or investment focused).

With an ability to liaise with external Financial Advisors, the role will also ask you to tap in to the professional introducer market and build relationships with professionals such as Accountants, Lawyers and Solicitors.

Rather than offer specific new money targets, bonus is 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.