Develop and implement business development plans aligned to business objectives.
Work collaboratively with the Sales Director and internal stakeholders to support revenue growth.
Identify and develop new opportunities across Private Client and Corporate segments.
Proactively engage and qualify new leads, arranging appointments for Financial Planners and Corporate Advisers.
Plan, attend and leverage events/sponsorships to generate leads and raise brand awareness.
Support digital acquisition initiatives in partnership with Marketing.
Build and maintain relationships with professional introducers and referral partners.
Develop strategic partnerships that expand market reach and generate quality opportunities.
Represent the business professionally in all external interactions.
Maintain accurate, up-to-date pipeline activity within CRM systems.
Provide regular reporting on BD performance and pipeline progress.

Proven success in a business development, sales, or relationship management role within financial services.
Experience working with Private Clients and/or Corporate Clients.
Track record of generating new business and building sustainable pipelines.
Experience building introducer/referral networks and strategic partnerships.
Strong communication and interpersonal skills with confidence engaging new prospects.
CRM experience and disciplined pipeline management.
Diploma-qualified (or equivalent).
Understanding of digital marketing and lead generation channels.
Commercially aware, proactive, resilient and results-driven.
Highly organised with strong attention to detail.
Collaborative, professional and credible in client-facing environments.
Full UK driving licence and willingness to travel frequently to client locations and offices across the UK.

Business Development Manager

Key skills