Business Development Manager - South West (Devon & Cornwall)

Triple Point; United Kingdom; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading investment firm in South West England is seeking a Business Development Manager to manage relationships with financial advisers and grow the Devon & Cornwall region. The ideal candidate will have a proven track record in developing partnerships and will be responsible for educating advisers, meeting KPIs, and collaborating with internal teams to create tailored investment solutions. This role offers a competitive salary, performance-based bonuses, and a supportive environment for personal growth.

Benefits

Competitive salary

Performance-based bonus

Contributory pension

Hybrid/flexible working

Ongoing learning and development

Qualifications

• Proven track record in managing IFA relationships.
• Demonstrated success in sales.
• Experience in leading and mentoring teams.

Responsibilities

• Educate financial advisers on the company proposition.
• Develop and manage relationships with financial advisers.
• Collaborate with internal teams to deliver investment solutions.
• Fulfil a minimum KPI requirement of 10 meetings per week.

Skills

Relationship management

Strong communication skills

Presentation skills

Interpersonal skills

Leadership qualities

Education

Strong academic credentials

Job description

South West England

Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients.

There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times 'Best Place to Work 2025'.

If this sounds like an environment where you would flourish, then read on…

The Sales Function

Our purpose is to raise and retain assets under management (AUM) for Triple Point to help drive the growth of the business. We accomplish this by providing innovative financial solutions that support financial advisers in helping people with their financial goals. We aim to be a trusted partner and are committed to building relationships built on trust, transparency, and integrity.

The Role

We are recruiting for an experienced Business Development Manager (BDM) to play a crucial part in achieving our ambitious goals.

As a BDM in the South West team you will be responsible for the Devon & Cornwall region where you will be responsible for continuing to build and grow the area through high‑level relationship management and the development of new relationships.

In your role, you will represent Triple Point at industry events and conduct impactful face‑to‑face meetings that demonstrate our value proposition.

The ideal candidate brings a proven history of building and nurturing profitable partnerships with IFAs, wealth management firms, and influential market leaders. Your expertise in relationship‑driven growth will position you as a key architect of the South West regional success strategy.

Key Responsibilities

• Educate financial advisers on the Triple Point proposition through face‑to‑face and virtual meetings, events and specialist seminars.
• Discover, develop and manage relationships with IFAs, wealth managers and influential market leaders.
• Collaborate with internal teams, including sales, marketing, product development and investment management, to deliver exceptional investment solutions tailored to adviser needs.
• Develop and execute a robust business plan for the South West region, delivering regional targets in partnership with team colleagues.
• Fulfil a minimum KPI requirement of 10 high‑quality meetings per week, complemented by telephone calls, event participation and training sessions.
• Negotiate favourable pricing and business terms for bespoke investment opportunities that benefit both clients and the organisation.

Knowledge and Experience

• The ideal candidate is already managing IFA relationships and has a proven track record in developing and managing these relationships.
• Strong communication, presentation and interpersonal skills.
• The ideal candidate will be living in Devon or Cornwall.

Specific Experience

• Demonstrated success in managing high‑value client relationships and delivering against regional sales targets.
• Familiarity with leading and mentoring junior team members.
• Highly motivated, proactive and detail‑oriented.
• Team‑oriented with a flexible attitude and commitment to achieving shared goals.
• Excellent interpersonal skills with the ability to engage at all levels.
• Leadership qualities, with the ability to inspire and mentor team members.
• Highly numerate with strong academic credentials.
• Willingness to evolve with the business and contribute to team‑wide best practices.

What We Offer

• A competitive salary with a performance‑based bonus structure.
• Clear career progression pathways tailored to your role.
• A collaborative and supportive team environment.

Triple Point offers a wealth of benefits including a contributory pension, hybrid/flexible working and ongoing learning and development opportunities. Check out our comprehensive list of benefits HERE.

Apply today for further information!

Triple Point is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees. Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated by the company.

Our aim is to create a welcoming and diverse work environment where people from all walks of life feel valued and supported. We actively encourage individuals from various backgrounds to apply for job vacancies and become part of our team.

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