Artemis Recruitment Consultants Ltd
03/10/2025
Full time
Our client is looking for a proven financial services business development professional to join their Wealth Management team in the Midlands/London. This is a senior role for someone with a strong track record in generating new high-quality client opportunities and building lasting relationships with introducers, high-net-worth individuals, and professional partners. Applications from outside the UK financial services industry will not be considered. As a Business Development Manager, you'll be the driving force behind new client acquisition in your region. You'll work alongside our financial planners to identify, secure, and onboard new clients while strengthening our professional introducer network. You'll represent the company brand at events, seminars, and networking functions, ensuring every interaction reflects our commitment to tailored, relationship-led wealth management. What You'll Be Doing Generating new business through targeted networking, referrals, and relationship building within the professional services community (accountants, solicitors, tax advisers) Partnering with financial planners to ensure a seamless client handover and onboarding experience Hosting and attending events, roundtables, and seminars to raise our profile in the wealth management market Using market insight to refine our proposition and identify growth opportunities Maintaining accurate records and performance metrics within our CRM system What We're Looking For (Essential) Minimum 3-5 years' business development or client acquisition experience in UK financial services (wealth management, investment, pensions, or financial planning) Strong understanding of investment, pension, and holistic financial planning solutions Established credibility with high-net-worth clients and professional introducers Proven ability to convert opportunities into long-term client relationships Excellent communication, networking, and presentation skills Target-driven, commercially minded, and collaborative It's a Bonus If You Have An existing network of introducers or HNW contacts in the Midlands Experience working in or alongside an IFA or wealth management firm Knowledge of trust, tax, or estate planning services Relevant professional qualifications (CISI, CII, or equivalent) What Success Looks Like Growth of your introducer network High-quality client acquisition and onboarding Assets gathered and revenue generated Consistent pipeline development and conversion rates If you are interested in this position then please submit a copy of your CV to Sam at Artemis Recruitment.