IFA Business Development Executive - Private Client Investment

Oval Recruit
19 Mar 2017
18 Apr 2017
Contract Type
Full Time

IFA Business Development Executive - Private Client Investment

Leading UK Private Client Investment Management Firm, Based City of London

£40,000 - £45,000 + Excellent Benefits Package

This is an excellent opportunity for an individual with either a strong Client Servicing, Business Development or Relationship Management background gained within the UK Private Client Investment, Platform or related industry to join a leading UK Private Client Investment firm in their London offices. In a Hybrid Sales and Relationship orientated role, you will play a key role in the ongoing development of business for the organisation. This will include:

  • Establishing and developing Relationships with a key, core group of IFA’s
  • Source new IFA business through Searches, Referrals, Exhibitions, Conferences and other Marketing activities
  • Support Business Development Managers in the development of new business by sending out product literature, follow up with IFA’s and help set up events
  • Work closely on the development of Marketing material, including fund fact sheets, presentations, literature and websites
  • Keep CRM data up to date within the organisation
  • Above all, you will play a key introducer role within the organisation, establishing initial contacts and managing IFA’s through the Sales process

To be successful in this role, you should have had experience of the following:

  • Experience of working in either a Client Servicing, Sales, Relationship or Business Development capacity where you have been working with the UK IFA, Intermediary or Wealth Management market
  • This can have been gained working for a Platform, Investment, Wealth Management or Financial Services operation
  • A desire to develop your career within a Business Development or Sales Capacity
  • Excellent communication and presentational ability
  • Understanding of the UK Investment/Fund Management industry

In return, our client offers:

  • Excellent Basic Salary and Competitive Bonus
  • Collaborative and Meritocratic organisation with genuine opportunity to develop your career in an interesting and expanding environment

For more information, please contact Edward Groves