Wealth BDM — Remote Wholesale Growth

AVEVA; Remote; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm is seeking an experienced Business Development Manager to join their Wholesale Distribution team. This home-based role involves developing relationships with key Independent Financial Advisers and Strategic Partners across Northern England while maintaining accurate sales activity records. The ideal candidate possesses Level 4 Diploma in Regulated Financial Planning, a strong understanding of investment products, and proficiency in Salesforce and Qlik. The role offers a generous pension scheme, performance bonuses, and family-friendly leave options.

Benefits

Generous pension scheme

Annual performance bonus

Parental and carers leave

Generous holiday entitlement

Up to 40% discount for company products

Private Medical Benefit

Matching Share Plan

21 volunteering hours per year

Qualifications

• Level 4 Diploma qualified in Regulated Financial Planning or IMC.
• Solid understanding of the intermediary market and investment products.
• Proficient in Salesforce and Qlik for sales management.

Responsibilities

• Sell investment capabilities to Wholesale clients in the UK.
• Maintain sales activity records using Salesforce.
• Deliver on sales targets for Multi-Asset Funds and other classes.
• Collaborate with internal teams including Investments and Marketing.
• Identify market trends to represent client interests.
• Support new business development with Business Development Associates.

Skills

Level 4 Diploma in Financial Planning

Understanding of the intermediary market

Salesforce proficiency

Qlik proficiency

Strong PowerPoint skills

Strong Excel skills

Lead generation abilities

Relationship building skills

Education

Level 4 Diploma in Regulated Financial Planning or IMC

Tools

Salesforce

Qlik

Job description

A financial services firm is seeking an experienced Business Development Manager to join their Wholesale Distribution team. This home-based role involves developing relationships with key Independent Financial Advisers and Strategic Partners across Northern England while maintaining accurate sales activity records. The ideal candidate possesses Level 4 Diploma in Regulated Financial Planning, a strong understanding of investment products, and proficiency in Salesforce and Qlik. The role offers a generous pension scheme, performance bonuses, and family-friendly leave options.