Business Development Manager (IFA)

Heat Recruitment
Shillington, UK
15 Aug 2019
23 Aug 2019
Contract Type
Full Time
My client is a small and agile firm with a big firm's strength. They have a small company feel and culture. After a recent acquisition, they are looking to expand their advising team by adding a talented IFA/BDM to take over a book of business and to manage 3 members of the advising team.

The Opportunity

This is a fantastic opportunity for a talented IFA who is looking to take the next step in their career and take on the responsibilities of a BDM. This is a hybrid role allowing you to further your sales career by giving you the opportunity to work on both your management and sales skills. Some of your time will be focused on mentoring, coaching, training and motivating your team of 2/3 advisers. The rest of your time will be devoted to servicing and identifying new opportunities within an allocated segment of the existing IFA client base.

What's Needed to be Considered?
  • You have some IFA experience
  • You are fully Diploma Level 4 qualified.
  • You have overachieved in previous sales/adviser role.
  • You have a natural, proactive coaching style and know how to lift the morale and performance levels of a field based sales team.
  • You can demonstrate that you are very proactive, dynamic, ambitious and aspire to a certain lifestyle for yourself and your family

What's Next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.


IFA *Independent Financial Adviser, Independent Financial Advisor, Financial Planner, Wealth Manager, Financial Planning Manager

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