Executive Business Development Manager

Blackfinch Group; England; On-site; GBP 50,000 - 70,000; Full time

Job summary

A prestigious investment specialist is seeking an Executive Business Development Manager to enhance their distribution team. The successful candidate will focus on fostering relationships with advisers and driving tax planning and asset management services. This role promises significant professional growth in a vibrant, supportive environment, merging expertise in business development with investment solutions.

Qualifications

• Minimum 5 years experience in tax planning.
• Strong sales record, evidenced performance of £1m per month new business inflows.
• Knowledge of IHT, EIS, VCT, and CMS.

Responsibilities

• Develop and maintain adviser relationships.
• Achieve annual tax inflows of £20m.
• Generate leads for asset management services.

Skills

Business Development

Relationship Management

Customer Service

Organization

Planning

Education

Chartered status in Financial Services or equivalent

Job description

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Blackfinch Group is an award-winning investment specialist. Built on over 20 years of investment track record, the name Blackfinch first came into being on the anniversary of Darwin’s birth, 12th February 2013. A trusted provider, we work in partnership with advisers. Our businesses cover tax-efficient solutions, early stage investing, managed portfolio services, property financing and renewable energy. We’re proud to be entrusted with over £850 million in assets under management.

We are thrilled to be looking for our next Executive External Business Development Manager to join our successful distribution team.

Role Profile

As an Executive EBDM, you will represent Blackfinch across all product and services within the Tax planning and Asset management areas. You will maintain consistent contact with existing advisers whilst always procuring new accounts to Blackfinch and penetrate the larger firms and build deep long-lasting relations.

Key Accountabilities

• Minimum tax inflows to achieve level of £20m on an annual basis.

• Face to face meetings to be at a minimum of 10 per week.

• Provide a minimum of 10 MPS leads per annum to Blackfinch AM.

• To develop key relationships with Business Owners and develop a collegiate approach through a partnership programme for both tax and asset management.

• To develop the knowledge of advisers dealt with through education and support.

• To increase number of advisers using Blackfinch products in a given territory.

• To mentor and develop an Associate BDM to work alongside and develop territory further.

• To develop potential Blackfinch MPS leads for the asset management team.

• Ensure that all meetings have complete fact find reports that are included into the Blackfinch CRM system.

• Undertake any other duties commensurate with this level of position as requested by either the CEO, CIO or directors.

• At least 5 years experience of success in the tax planning arena with Blackfinch or peer group company.

• Known and evidenced performance of at least £1m per month new business inflows.

• Proven experience in developing a territory and proven increases in business raised.

• The ability to maintain and build relationships is paramount.

• High level of customer service and reliability.

• Organisation and planning are key.

• The ability and skill to interpret KPIs and MI will be core to success.

• Ability to influence at all levels of an organisation.

• Able to effectively work to a plan.

• Can drive activity with an IBDM.

Essential Qualifications

• A qualification level knowledge of IHT, EIS, VCT and CMS and the tax impacts of each.

• Either holds or is currently working towards or willing to work towards Chartered status in Financial Services or equivalent.

We reserve the right to close the vacancy early, should we receive sufficient applications.

Blackfinch is an equal opportunities employer that values diversity and welcomes applications from all suitably qualified persons regardless of their ethnicity, gender, sexual orientation, age, disability, religious practice or any other perceived differences. A copy of our Equal Opportunities Policy is available upon request.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development, Sales, and Consulting

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