Business Development Manager - DipFA qualified - Home Based

Posted 19 November by Coast Specialist Recruitment
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My client is looking for a Level 4 Diploma qualified Business Development Manager,Devise and take ownership of the professional connections development plans, Build sustainable and profitable Partner Relationship and contribute to the new client acquisition targets and increase sales and overall profitability.

The Role

  • Lead efforts to establish and retain business growth opportunities. Primarily obtaining new clients through professional connections, developing business relationships, enabling IFAs to build profitable client base, to increase revenue from sales and client satisfaction
  • Be proactive, contributing ideas to supporting the NSMD’s overarching business plan
  • Identify business weaknesses and actualising opportunities for growth
  • To represent the company, generate sales and awareness of the brand


  • Be responsible for and take ownership of your set revenue target
  • Work with IFAs to develop and help implement prospecting plans
  • Build best practice processes to support business development activity, such as the creation of centralised resources and sales enablement tools, whilst meeting compliance and legal regulatory requirements
  • Conduct research to identify opportunities with professional connections and assess client needs
  • Arrange business meetings with prospective professional connections
  • Promote the company’s products/services addressing or predicting clients’ objectives
  • Provide trustworthy feedback and ongoing support to professional connection
  • Endeavour to obtain referral business from clients/professional connections - remain in contact with senior staff who change roles
  • Identify potential individual opportunities that can be passed to IFAs
  • Prepare and deliver presentations to prospective partners
  • Aid the design and implementation of new sales and marketing campaigns

Experience & Core skills

  • Level 4 Diploma qualified or Chartered
  • Significant experience in a senior role with previous experience of business development within the financial services sector
  • Proven track record of delivering significant growth in both revenue and profitability
  • Proven track record of winning new business from professional connections
  • Proven track record of sourcing and building relationships with professional connections
  • Excellent communication, interpersonal and listening skills
  • Financial services product knowledge
  • Understands FCA regulation
  • Effective self-management, proactive
  • Ability to prioritise workload to meet agreed deadlines
  • Excellent presentation and communication skills, both written and oral
  • Displays high standards of accuracy and attention to detail
  • Strong organisational and planning skills
  • Willing to travel as required

Required skills

  • Business Development
  • Financial Planning
  • Financial Services
  • Relationship Management
  • Building Relationships

Reference: 39402450

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