Hybrid Wealth Management Business Development Associate

Brooks Macdonald; England; Hybrid; GBP 35,000 - 52,000; Full time

Job summary

Brooks Macdonald Group, a leading UK wealth manager, seeks a role in telephone-based distribution support and sales development for UK investment funds and Model Portfolio Services across IFAs, networks, and platforms. You will generate qualified opportunities, support adviser due diligence, and help increase net sales in defined regions, using CRM to track progress and maintain regulatory standards.

The role requires experience in telephone sales within UK investments, strong knowledge of funds

Qualifications

• Experience in telephone sales, business development or internal sales within UK investments, asset management, platforms, pensions or wealth management.
• Strong understanding of investment funds, multi-asset solutions and Model Portfolio Services, including how advisers assess suitability and value.
• Ability to communicate technical investment concepts clearly to intermediary audiences with varying levels of expertise.
• Good knowledge of UK regulatory expectations relevant to distribution, including FCA financial promotions standards and Consumer Duty principles.

Responsibilities

• Build and manage a segmented telephone panel across IFAs, restricted advisers, wealth managers, adviser networks and platform distribution relationships.
• Promote the firm’s investment funds and MPS range in line with each channel’s advice model, centralised investment or retirement approach, target client base and preferred implementation route.
• Undertake project work as required, supporting business development activities, process improvements, and key strategic initiatives to enhance business performance and client outcomes
• For IFAs, develop direct relationships with advisers and paraplanners, identify research opportunities and support inclusion on recommended lists, CIP propositions or panel discussions where appropriate.
• For restricted advisers and networks, map decision-makers, understand panel and governance structures, and generate qualified opportunities.
• For wealth managers and discretionary firms, position funds and MPS within model range reviews, portfolio construction conversations and due diligence processes.
• For platforms, support campaigns that improve visibility, research engagement, literature usage and commercial momentum for priority funds or managed solutions.
• Support adviser due diligence by explaining proposition features, investment process, portfolio construction, risk positioning, pricing and service model in a clear and balanced way.
• Maintain high standards of regulatory and conduct compliance, ensuring communications are fair, clear, not misleading and consistent with Consumer Duty expectations.
• Use CRM systems to track contact coverage, opportunity stages, channel penetration, campaign follow-up and sales influence by proposition and segment.
• Meet agreed activity, engagement, opportunity and net sales targets while maintaining call quality and positive client outcomes.

Skills

Telephone sales

Business development

UK investments

CRM systems

Job description

Brooks Macdonald Group, a leading UK wealth manager, seeks a role in telephone-based distribution support and sales development for UK investment funds and Model Portfolio Services across IFAs, networks, and platforms. You will generate qualified opportunities, support adviser due diligence, and help increase net sales in defined regions, using CRM to track progress and maintain regulatory standards.

The role requires experience in telephone sales within UK investments, strong knowledge of funds