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Business Development Manager - Model Portfolio Services (Northern Region)

FE fundinfo

United Kingdom

Hybrid

GBP 40,000 - 70,000

Full time

21 days ago

Job summary

A leading company in financial services is looking for a Business Development Manager to drive growth in Model Portfolio Services. This role combines strategic thinking and relationship management, focusing on expanding partnerships and increasing sales across the UK. With opportunities for flexible and hybrid working, join a supportive culture that prioritizes innovation and learning.

Benefits

25 days of annual leave with buyback options
Enhanced parental leave
Pension scheme
Sponsored learning and development
Comprehensive health coverage
Discounted gym memberships
Bike to Work scheme
Eye care and flu jab services
LinkedIn Learning access
Diversity and inclusion initiatives

Qualifications

  • Proven track record in fund or Model Portfolio Services sales.
  • Existing relationships with financial advisers preferred.
  • Strong presentation skills, both verbal and written.

Responsibilities

  • Develop and implement a business plan for growth.
  • Achieve and exceed sales targets.
  • Build relationships with financial advisers.

Skills

Communication
Negotiation
Presentation
Interpersonal Skills

Education

Recognised Level 4 Qualification

Job description

Are you ready to drive growth and success in a dynamic and innovative environment?

Join us as a Business Development Manager, where you will be responsible for the growth and success of the FE Investments business, and be at the forefront of our expansion efforts, focusing on selling Model Portfolio Services (MPS) to financial advisers.

In this role, you will have the opportunity to shape the future of our business by identifying and cultivating key partnerships, winning new business, and expanding our client base and assets under management.

This position offers a unique blend of strategic thinking, relationship building, and a deep understanding of the financial services industry, specifically in the realm of MPS.

The role can be home-based, but will require someone who is willing to travel to meet clients across the UK covering Norther Territories from Darby up inc. of Scotland and Northern Ireland.

Your key responsibilities as a Business Development Manager will include:

  • Developing and implementing a business plan for the growth of regional client numbers and assets under management.
  • Building and maintaining strong relationships with financial advisers through effective communication and understanding of their financial needs.
  • Achieving and exceeding sales targets in line with individual plans.
  • Identifying and pursuing business opportunities to increase adoption of model portfolios with both existing and new financial adviser clients.
  • Maintaining industry knowledge and providing feedback for business strategies.
  • Ensuring compliance with company policies and achieving the minimum recognised industry qualification to level 4.

You will need the following experience and skills to join us as a Business Development Manager:

  • You must have a record of fund or MPS sales across adviser channels.
  • You will ideally have existing relationships with financial advisers across the South.
  • You should hold a recognised level 4 qualification or be close to attaining it.
  • You need strong presentation skills, both verbal and written.
  • You must possess excellent communication, negotiation, and interpersonal skills.

FE Investments is part of FE fundinfo, we use our data and technology advantage to offer a wide range of discretionary model portfolio services to UK IFAs. Our award-winning team currently manages over £4bn in assets.

Our company culture is built on collaboration, innovation, and continuous learning. We offer flexible working hours, hybrid work options, and regular team events to foster a supportive and engaging work environment. We believe in investing in our employees' growth and development, providing ample opportunities for learning and career advancement.

Benefits:

  • 25 days of annual leave with the option to buy an extra 5 days each year.
  • Benefit from enhanced paternity, maternity, and shared parental leave.
  • Secure your future with our pension scheme.
  • Advance your career with sponsored learning and development, including formal qualifications.
  • Comprehensive health coverage to keep you and your family protected.
  • Stay fit with discounted gym memberships.
  • Take advantage of the Bike to Work scheme for eco-friendly commuting.
  • Keep your eyes sharp with eye care and flu jab services.

In addition, you will have the opportunity to work for a company that values Trust, Connectivity and Innovation. In line with our core values, you can also expect the following:

  • Full LinkedIn Learning access
  • A sustainable business that cares for the environment and our communities
  • Opportunities to give back to local communities through volunteer days
  • Becoming a part of Charity Challenges for raising money for charities selected by employees
  • Options to join and lead diversity and inclusion initiatives

Apply today via the link below for immediate consideration and we will endeavour to get back to you within 5 working days. Visit ourGlassdoorprofile orfefundinfo.comto find out more about life @ FE fundinfo!

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